WOLVERINE TUBE, INC. has sponsored the creation of one or more 401k plans.
Additional information about WOLVERINE TUBE, INC.
Measure | Date | Value |
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2022 : WOLVERINE TUBE SAVINGS 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 | $-1,416,573 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,998,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,898,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,095,583 |
Value of total assets at end of year | 2022-12-31 | $12,768,005 |
Value of total assets at beginning of year | 2022-12-31 | $16,182,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $99,691 |
Total interest from all sources | 2022-12-31 | $4,827 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $538,221 |
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 | $538,221 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $681,510 |
Participant contributions at end of year | 2022-12-31 | $93,119 |
Participant contributions at beginning of year | 2022-12-31 | $87,264 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $43,315 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $62,107 |
Other income not declared elsewhere | 2022-12-31 | $30,786 |
Administrative expenses (other) incurred | 2022-12-31 | $99,691 |
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 | $-3,414,913 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,768,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,182,918 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,647,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,047,376 |
Interest on participant loans | 2022-12-31 | $4,827 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,983,624 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,986,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,085,990 |
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 | Yes |
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 | $414,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,898,649 |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2022-12-31 | 454084437 |
2021 : WOLVERINE TUBE SAVINGS 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 | $2,772,219 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,453,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,362,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $838,869 |
Value of total assets at end of year | 2021-12-31 | $16,182,918 |
Value of total assets at beginning of year | 2021-12-31 | $15,863,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,452 |
Total interest from all sources | 2021-12-31 | $3,948 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $895,746 |
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 | $895,746 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $586,821 |
Participant contributions at end of year | 2021-12-31 | $87,264 |
Participant contributions at beginning of year | 2021-12-31 | $40,470 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $12,900 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $62,107 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $58,903 |
Other income not declared elsewhere | 2021-12-31 | $15,057 |
Administrative expenses (other) incurred | 2021-12-31 | $90,452 |
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 | $319,005 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,182,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,863,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,047,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,203,055 |
Interest on participant loans | 2021-12-31 | $3,948 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,986,171 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,539,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,018,599 |
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 | Yes |
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 | $252,048 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,190 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,362,762 |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2021-12-31 | 454084437 |
2020 : WOLVERINE TUBE SAVINGS 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 | $2,787,998 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $689,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $614,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $804,638 |
Value of total assets at end of year | 2020-12-31 | $15,863,913 |
Value of total assets at beginning of year | 2020-12-31 | $13,765,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $75,415 |
Total interest from all sources | 2020-12-31 | $2,194 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $449,767 |
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 | $449,767 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $468,104 |
Participant contributions at end of year | 2020-12-31 | $40,470 |
Participant contributions at beginning of year | 2020-12-31 | $41,778 |
Participant contributions at end of year | 2020-12-31 | $12,900 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $58,903 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $55,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $48,447 |
Other income not declared elsewhere | 2020-12-31 | $15,000 |
Administrative expenses (other) incurred | 2020-12-31 | $75,415 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,098,518 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,863,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,765,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,203,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,792,057 |
Interest on participant loans | 2020-12-31 | $2,194 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,539,395 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,876,017 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,516,399 |
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 | Yes |
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 | $288,087 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,190 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $614,065 |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2020-12-31 | 454084437 |
2019 : WOLVERINE TUBE SAVINGS 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 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 | $2,949,140 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,790,443 |
Total of all expenses incurred | 2019-12-31 | $1,790,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,725,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $651,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $651,631 |
Value of total assets at end of year | 2019-12-31 | $13,765,395 |
Value of total assets at end of year | 2019-12-31 | $13,765,395 |
Value of total assets at beginning of year | 2019-12-31 | $12,606,698 |
Value of total assets at beginning of year | 2019-12-31 | $12,606,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $64,894 |
Total interest from all sources | 2019-12-31 | $89,937 |
Total interest from all sources | 2019-12-31 | $89,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $142,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $142,924 |
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 | $142,924 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $142,924 |
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 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $375,225 |
Contributions received from participants | 2019-12-31 | $375,225 |
Participant contributions at end of year | 2019-12-31 | $41,778 |
Participant contributions at end of year | 2019-12-31 | $41,778 |
Participant contributions at beginning of year | 2019-12-31 | $84,740 |
Participant contributions at beginning of year | 2019-12-31 | $84,740 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $55,543 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $55,543 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $40,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $40,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $40,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $40,802 |
Other income not declared elsewhere | 2019-12-31 | $29,976 |
Administrative expenses (other) incurred | 2019-12-31 | $64,894 |
Administrative expenses (other) incurred | 2019-12-31 | $64,894 |
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 | $1,158,697 |
Value of net income/loss | 2019-12-31 | $1,158,697 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,765,395 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,765,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,606,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,606,698 |
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 registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,792,057 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,792,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,470,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,470,723 |
Interest on participant loans | 2019-12-31 | $2,613 |
Interest on participant loans | 2019-12-31 | $2,613 |
Interest earned on other investments | 2019-12-31 | $87,324 |
Interest earned on other investments | 2019-12-31 | $87,324 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,876,017 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,876,017 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,010,669 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,010,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,034,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $235,604 |
Contributions received in cash from employer | 2019-12-31 | $235,604 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,725,549 |
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 |
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 | PEASE & ASSOCIATES, LLC |
Accountancy firm name | 2019-12-31 | PEASE & ASSOCIATES, LLC |
Accountancy firm EIN | 2019-12-31 | 364267431 |
Accountancy firm EIN | 2019-12-31 | 364267431 |
2018 : WOLVERINE TUBE SAVINGS 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 | $186,742 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,311,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,199,896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $505,288 |
Value of total assets at end of year | 2018-12-31 | $12,606,698 |
Value of total assets at beginning of year | 2018-12-31 | $14,731,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $111,872 |
Total interest from all sources | 2018-12-31 | $87,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $124,318 |
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 | $124,318 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $249,643 |
Participant contributions at end of year | 2018-12-31 | $84,740 |
Participant contributions at beginning of year | 2018-12-31 | $95,192 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $40,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $52,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $106,764 |
Other income not declared elsewhere | 2018-12-31 | $9,735 |
Administrative expenses (other) incurred | 2018-12-31 | $111,872 |
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 | $-2,125,026 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,606,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,731,724 |
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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,470,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,787,914 |
Interest on participant loans | 2018-12-31 | $4,139 |
Interest earned on other investments | 2018-12-31 | $83,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,010,669 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,795,950 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-539,772 |
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 | Yes |
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 | $148,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,199,896 |
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 | PEASE & ASSOCIATES, LLC |
Accountancy firm EIN | 2018-12-31 | 364267431 |
2017 : WOLVERINE TUBE SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $18,507,312 |
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 | $4,331,636 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,350,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,245,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $899,616 |
Value of total assets at end of year | 2017-12-31 | $14,731,724 |
Value of total assets at beginning of year | 2017-12-31 | $31,257,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $105,043 |
Total interest from all sources | 2017-12-31 | $172,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $173,460 |
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 | $173,460 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
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 | $523,504 |
Participant contributions at end of year | 2017-12-31 | $95,192 |
Participant contributions at beginning of year | 2017-12-31 | $1,039,676 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $52,668 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $121,611 |
Other income not declared elsewhere | 2017-12-31 | $14,955 |
Administrative expenses (other) incurred | 2017-12-31 | $105,043 |
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 | $1,981,588 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,731,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,257,448 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,787,914 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,845,889 |
Interest on participant loans | 2017-12-31 | $31,723 |
Interest earned on other investments | 2017-12-31 | $141,242 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $44 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $44 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,795,950 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $10,250,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,070,640 |
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 | $376,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,245,005 |
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 | RSM US, LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : WOLVERINE TUBE SAVINGS 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 | $3,410,864 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,709,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,547,180 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $39,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,022,069 |
Value of total assets at end of year | 2016-12-31 | $31,257,448 |
Value of total assets at beginning of year | 2016-12-31 | $31,556,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $122,982 |
Total interest from all sources | 2016-12-31 | $242,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $266,824 |
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 | $266,824 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,081,855 |
Participant contributions at end of year | 2016-12-31 | $1,039,676 |
Participant contributions at beginning of year | 2016-12-31 | $1,059,661 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $121,611 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $130,012 |
Other income not declared elsewhere | 2016-12-31 | $7,881 |
Administrative expenses (other) incurred | 2016-12-31 | $122,982 |
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 | $-298,764 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $31,257,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $31,556,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,845,889 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,905,657 |
Interest on participant loans | 2016-12-31 | $48,547 |
Interest earned on other investments | 2016-12-31 | $194,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $44 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $10,250,228 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,460,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $871,384 |
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 | Yes |
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 | $940,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,547,180 |
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 | RSM US, LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : WOLVERINE TUBE SAVINGS 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 | $2,527,583 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,263,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,157,799 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,500 |
Value of total corrective distributions | 2015-12-31 | $445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,121,968 |
Value of total assets at end of year | 2015-12-31 | $31,556,212 |
Value of total assets at beginning of year | 2015-12-31 | $32,292,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $103,073 |
Total interest from all sources | 2015-12-31 | $260,282 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $267,953 |
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 | $267,953 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 | $1,138,143 |
Participant contributions at end of year | 2015-12-31 | $1,059,661 |
Participant contributions at beginning of year | 2015-12-31 | $1,211,276 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $130,012 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $68,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,565 |
Other income not declared elsewhere | 2015-12-31 | $7,319 |
Administrative expenses (other) incurred | 2015-12-31 | $103,073 |
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 | $-736,234 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $31,556,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,292,446 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,905,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,574,515 |
Interest on participant loans | 2015-12-31 | $53,392 |
Interest earned on other investments | 2015-12-31 | $206,890 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,460,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $10,437,935 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-129,939 |
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 | Yes |
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 | $978,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,157,799 |
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 | RSM US, LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : WOLVERINE TUBE SAVINGS 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 | $3,408,275 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,849,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,825,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,146,569 |
Value of total assets at end of year | 2014-12-31 | $32,292,446 |
Value of total assets at beginning of year | 2014-12-31 | $35,734,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $24,470 |
Total interest from all sources | 2014-12-31 | $225,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $216,211 |
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 | $216,211 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
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 | $1,152,763 |
Participant contributions at end of year | 2014-12-31 | $1,211,276 |
Participant contributions at beginning of year | 2014-12-31 | $1,075,737 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $68,720 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $117,855 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,827 |
Other income not declared elsewhere | 2014-12-31 | $34,540 |
Administrative expenses (other) incurred | 2014-12-31 | $24,470 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $20 |
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 | $-3,441,557 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $32,292,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $35,734,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,574,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,538,672 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $15,766,681 |
Interest on participant loans | 2014-12-31 | $52,763 |
Interest earned on other investments | 2014-12-31 | $172,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $10,437,935 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $12,235,038 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $120,353 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $665,228 |
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 | $990,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,825,362 |
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 | MCGLADREY, LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : WOLVERINE TUBE SAVINGS 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 | $7,595,973 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $9,982,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,965,880 |
Value of total corrective distributions | 2013-12-31 | $666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,476,321 |
Value of total assets at end of year | 2013-12-31 | $35,734,003 |
Value of total assets at beginning of year | 2013-12-31 | $38,120,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,540 |
Total interest from all sources | 2013-12-31 | $272,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $109,197 |
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 | $109,197 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,347,616 |
Participant contributions at end of year | 2013-12-31 | $1,075,737 |
Participant contributions at beginning of year | 2013-12-31 | $1,292,713 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $117,855 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $339,646 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $50,117 |
Other income not declared elsewhere | 2013-12-31 | $32,499 |
Administrative expenses (other) incurred | 2013-12-31 | $15,540 |
Total non interest bearing cash at end of year | 2013-12-31 | $20 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $26 |
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 | $-2,386,113 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $35,734,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,120,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,538,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,944,082 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $15,766,681 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $15,090,368 |
Interest on participant loans | 2013-12-31 | $56,755 |
Interest earned on other investments | 2013-12-31 | $215,550 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $12,235,038 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $14,453,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $817,071 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,888,580 |
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 | $1,078,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,965,880 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SELLERS, RICHARDSON, HOLMAN & WEST |
Accountancy firm EIN | 2013-12-31 | 262732677 |
2012 : WOLVERINE TUBE SAVINGS 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 | $6,428,891 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,241,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,217,833 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $9,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,101,325 |
Value of total assets at end of year | 2012-12-31 | $38,120,116 |
Value of total assets at beginning of year | 2012-12-31 | $34,933,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,092 |
Total interest from all sources | 2012-12-31 | $351,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $134,232 |
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 | $134,232 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
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 | $1,715,856 |
Participant contributions at end of year | 2012-12-31 | $1,292,713 |
Participant contributions at beginning of year | 2012-12-31 | $1,337,002 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $339,646 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $327,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $51,818 |
Other income not declared elsewhere | 2012-12-31 | $34,912 |
Administrative expenses (other) incurred | 2012-12-31 | $14,092 |
Total non interest bearing cash at end of year | 2012-12-31 | $26 |
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 | $3,187,048 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,120,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $34,933,068 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,944,082 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,467,231 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $15,090,368 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $13,475,808 |
Interest on participant loans | 2012-12-31 | $63,745 |
Interest earned on other investments | 2012-12-31 | $288,107 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $14,453,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $14,325,050 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $673,116 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,133,454 |
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 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $1,333,651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,217,833 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
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 | SELLERS, RICHARDSON, HOLMAN & WEST |
Accountancy firm EIN | 2012-12-31 | 262732677 |
2011 : WOLVERINE TUBE SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $48,112 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $48,112 |
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 | $3,367,443 |
Total loss/gain on sale of assets | 2011-12-31 | $-48,112 |
Total of all expenses incurred | 2011-12-31 | $2,460,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,444,696 |
Value of total corrective distributions | 2011-12-31 | $1,558 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,385,915 |
Value of total assets at end of year | 2011-12-31 | $34,933,068 |
Value of total assets at beginning of year | 2011-12-31 | $34,025,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,924 |
Total interest from all sources | 2011-12-31 | $378,864 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $113,700 |
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 | $113,700 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
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 | $1,733,138 |
Participant contributions at end of year | 2011-12-31 | $1,337,002 |
Participant contributions at beginning of year | 2011-12-31 | $1,216,554 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $327,977 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $367,764 |
Other income not declared elsewhere | 2011-12-31 | $14,907 |
Administrative expenses (other) incurred | 2011-12-31 | $13,924 |
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 | $907,265 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,933,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,025,803 |
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 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,467,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,727,642 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $13,475,808 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $14,499,321 |
Interest on participant loans | 2011-12-31 | $66,559 |
Interest earned on other investments | 2011-12-31 | $312,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $14,325,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $13,214,399 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-388,740 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-137,203 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $123 |
Contributions received in cash from employer | 2011-12-31 | $1,652,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,444,696 |
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 | 2011-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $31 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $48,143 |
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 | SELLERS, RICHARDSON, HOLMAN & WEST |
Accountancy firm EIN | 2011-12-31 | 262732677 |
2010 : WOLVERINE TUBE SAVINGS PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $118,194 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $118,194 |
Total transfer of assets from this plan | 2010-12-31 | $229,002 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,309,001 |
Total loss/gain on sale of assets | 2010-12-31 | $-120,044 |
Total of all expenses incurred | 2010-12-31 | $3,465,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,416,365 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $34,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,117,865 |
Value of total assets at end of year | 2010-12-31 | $34,025,803 |
Value of total assets at beginning of year | 2010-12-31 | $31,411,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,080 |
Total interest from all sources | 2010-12-31 | $439,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,958 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,553,993 |
Participant contributions at end of year | 2010-12-31 | $1,216,554 |
Participant contributions at beginning of year | 2010-12-31 | $1,254,468 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $367,764 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $282,174 |
Other income not declared elsewhere | 2010-12-31 | $43,266 |
Administrative expenses (other) incurred | 2010-12-31 | $14,080 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,843,779 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,025,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,411,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $4,640 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,727,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $14,499,321 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $17,022,601 |
Interest on participant loans | 2010-12-31 | $70,228 |
Interest earned on other investments | 2010-12-31 | $369,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $13,214,399 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $12,844,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $62,168 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,632,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $123 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $2,506 |
Contributions received in cash from employer | 2010-12-31 | $1,563,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,416,365 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $533 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $120,577 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SELLERS, RICHARDSON, HOLMAN, & WEST |
Accountancy firm EIN | 2010-12-31 | 262732677 |
2009 : WOLVERINE TUBE SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |