401k Plan data: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN plan

BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN
Plan identification number	001

BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BDT CAPITAL PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BDT CAPITAL PARTNERS, LLC

Employer identification number (EIN): 800395967

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL BURNS 2023-10-02 MICHAEL BURNS 2023-10-02
001 2021-01-01 MICHAEL BURNS 2022-10-14 MICHAEL BURNS 2022-10-14
001 2020-01-01 MICHAEL BURNS 2021-10-08 MICHAEL BURNS 2021-10-08
001 2019-01-01 MICHAEL BURNS 2020-10-13 MICHAEL BURNS 2020-10-13
001 2018-01-01 MICHAEL BURNS 2019-10-11 MICHAEL BURNS 2019-10-11
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 SCOTT EMERING 2013-08-07
001 2011-01-01 SCOTT EMERING
001 2010-01-01 SCOTT EMERING 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL BURNS	2023-10-02	MICHAEL BURNS	2023-10-02
001	2021-01-01	MICHAEL BURNS	2022-10-14	MICHAEL BURNS	2022-10-14
001	2020-01-01	MICHAEL BURNS	2021-10-08	MICHAEL BURNS	2021-10-08
001	2019-01-01	MICHAEL BURNS	2020-10-13	MICHAEL BURNS	2020-10-13
001	2018-01-01	MICHAEL BURNS	2019-10-11	MICHAEL BURNS	2019-10-11
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	SCOTT EMERING	2013-08-07
001	2011-01-01	SCOTT EMERING
001	2010-01-01	SCOTT EMERING	2011-06-21

Plan Statistics for BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 214
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 75
Total of all active and inactive participants 2022-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 289
Number of participants with account balances 2022-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 237
Number of participants with account balances 2021-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 227
Number of participants with account balances 2020-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 168
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 209
Number of participants with account balances 2019-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 159
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 191
Total participants 2018-01-01 191
Number of participants with account balances 2018-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 145
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 159
Number of participants with account balances 2017-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2011: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 46
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2022: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	214
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	75
Total of all active and inactive participants	2022-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	289
Number of participants with account balances	2022-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	237
Number of participants with account balances	2021-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	227
Number of participants with account balances	2020-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	168
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	209
Number of participants with account balances	2019-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	159
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	191
Total participants	2018-01-01	191
Number of participants with account balances	2018-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	145
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	159
Number of participants with account balances	2017-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2011: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	46
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,525,102
Total of all expenses incurred	2022-12-31	$690,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$652,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,267,467
Value of total assets at end of year	2022-12-31	$54,620,362
Value of total assets at beginning of year	2022-12-31	$57,835,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,700
Total interest from all sources	2022-12-31	$6,136
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,326,222
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	$2,326,222
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	$3,447,387
Participant contributions at end of year	2022-12-31	$120,262
Participant contributions at beginning of year	2022-12-31	$53,597
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$286,737
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$37,700
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	$-3,215,478
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$54,620,362
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$57,835,840
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	$50,772,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$53,147,449
Interest on participant loans	2022-12-31	$3,154
Value of interest in common/collective trusts at end of year	2022-12-31	$463,587
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,788,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$217,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$197,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$197,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,397,030
Net investment gain or loss from common/collective trusts	2022-12-31	$-727,897
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	$4,533,343
Employer contributions (assets) at end of year	2022-12-31	$3,046,400
Employer contributions (assets) at beginning of year	2022-12-31	$2,648,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$652,676
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2022-12-31	133891517
2021 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$13,739,192
Total of all expenses incurred	2021-12-31	$3,536,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,514,809
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,174,968
Value of total assets at end of year	2021-12-31	$57,835,840
Value of total assets at beginning of year	2021-12-31	$47,632,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,363
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,214,417
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	$2,214,417
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,824,664
Participant contributions at end of year	2021-12-31	$53,597
Participant contributions at beginning of year	2021-12-31	$155,287
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$299,539
Administrative expenses (other) incurred	2021-12-31	$21,363
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	$10,203,020
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$57,835,840
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$47,632,820
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	$53,147,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$44,213,304
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,788,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$197,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,442,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,442,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,349,807
Net investment gain or loss from common/collective trusts	2021-12-31	$0
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	$3,050,765
Employer contributions (assets) at end of year	2021-12-31	$2,648,811
Employer contributions (assets) at beginning of year	2021-12-31	$1,821,252
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,514,809
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2021-12-31	133891517
2020 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$12,194,968
Total of all expenses incurred	2020-12-31	$1,054,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,052,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,433,006
Value of total assets at end of year	2020-12-31	$47,632,820
Value of total assets at beginning of year	2020-12-31	$36,492,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,015
Total interest from all sources	2020-12-31	$4,444
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,354,143
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	$1,354,143
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,584,835
Participant contributions at end of year	2020-12-31	$155,287
Participant contributions at beginning of year	2020-12-31	$56,500
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$167,681
Administrative expenses (other) incurred	2020-12-31	$2,015
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$11,140,079
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$47,632,820
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,492,741
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	$44,213,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$33,854,607
Interest on participant loans	2020-12-31	$2,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,442,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,121,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,121,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,403,375
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	$3,680,490
Employer contributions (assets) at end of year	2020-12-31	$1,821,252
Employer contributions (assets) at beginning of year	2020-12-31	$1,460,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,052,874
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2020-12-31	133891517
2019 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$11,227,959
Total of all expenses incurred	2019-12-31	$730,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$729,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,979,451
Value of total assets at end of year	2019-12-31	$36,492,741
Value of total assets at beginning of year	2019-12-31	$25,994,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$100
Total interest from all sources	2019-12-31	$13,077
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,512,300
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	$2,512,300
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,565,564
Participant contributions at end of year	2019-12-31	$56,500
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$56,443
Administrative expenses (other) incurred	2019-12-31	$100
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	$10,497,947
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,492,741
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,994,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$33,854,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$24,328,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,121,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$13,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,723,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,357,444
Employer contributions (assets) at end of year	2019-12-31	$1,460,626
Employer contributions (assets) at beginning of year	2019-12-31	$1,662,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$729,912
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2019-12-31	133891517
2018 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,771,305
Total of all expenses incurred	2018-12-31	$877,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$877,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,047,884
Value of total assets at end of year	2018-12-31	$25,994,794
Value of total assets at beginning of year	2018-12-31	$24,101,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25
Total interest from all sources	2018-12-31	$919
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,228,694
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	$1,228,694
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	$2,235,239
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$341,477
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$1,893,367
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,994,794
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,101,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$25
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$24,328,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,651,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,506,192
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	$2,471,168
Employer contributions (assets) at end of year	2018-12-31	$1,662,468
Employer contributions (assets) at beginning of year	2018-12-31	$1,445,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$877,913
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2018-12-31	133891517
2017 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$8,052,181
Total of all expenses incurred	2017-12-31	$30,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$30,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,680,127
Value of total assets at end of year	2017-12-31	$24,101,428
Value of total assets at beginning of year	2017-12-31	$16,079,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$759,928
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	$759,928
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	$1,819,798
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$723,675
Administrative expenses (other) incurred	2017-12-31	$24
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	$8,021,871
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,101,428
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,079,557
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	$22,651,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,916,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,612,126
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	$2,136,654
Employer contributions (assets) at end of year	2017-12-31	$1,445,744
Employer contributions (assets) at beginning of year	2017-12-31	$1,163,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$30,286
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	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2017-12-31	133891517
2011 : BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$710,852
Expenses. Total of all expenses incurred	2011-12-31	$24,727
Benefits paid (including direct rollovers)	2011-12-31	$24,628
Total plan assets at end of year	2011-12-31	$2,428,087
Total plan assets at beginning of year	2011-12-31	$1,741,962
Value of fidelity bond covering the plan	2011-12-31	$5,000,000
Total contributions received or receivable from participants	2011-12-31	$443,734
Contributions received from other sources (not participants or employers)	2011-12-31	$48,862
Other income received	2011-12-31	$-264,291
Net income (gross income less expenses)	2011-12-31	$686,125
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,428,087
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,741,962
Total contributions received or receivable from employer(s)	2011-12-31	$482,547
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$99
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

2022: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93063

Policy instance

Insurance contract or identification number	93063
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-10-17
Total amount of commissions paid to insurance broker	USD $9,329
Total amount of fees paid to insurance company	USD $910
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BDT CAPITAL PARTNERS, LLC
Employer identification number (EIN):	800395967
NAIC Classification:	523900