OBERG INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan O.M. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2020 : O.M. HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-08-13 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-13 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-13 | $0 |
| Total income from all sources (including contributions) | 2020-08-13 | $1,700 |
| Total loss/gain on sale of assets | 2020-08-13 | $0 |
| Total of all expenses incurred | 2020-08-13 | $614,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-13 | $613,887 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-13 | $0 |
| Value of total assets at end of year | 2020-08-13 | $0 |
| Value of total assets at beginning of year | 2020-08-13 | $612,909 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-13 | $722 |
| Total interest from all sources | 2020-08-13 | $1,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-08-13 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-13 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-08-13 | $0 |
| Was this plan covered by a fidelity bond | 2020-08-13 | Yes |
| Value of fidelity bond cover | 2020-08-13 | $100,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-08-13 | No |
| Administrative expenses (other) incurred | 2020-08-13 | $722 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-13 | No |
| Value of net income/loss | 2020-08-13 | $-612,909 |
| Value of net assets at end of year (total assets less liabilities) | 2020-08-13 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-08-13 | $612,909 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-13 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-13 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-08-13 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-13 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-13 | $612,909 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-13 | $612,909 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-08-13 | $1,700 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-13 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-08-13 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-08-13 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-13 | $613,887 |
| Did the plan have assets held for investment | 2020-08-13 | 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 | 2020-08-13 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-13 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-08-13 | Unqualified |
| Accountancy firm name | 2020-08-13 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2020-08-13 | 251408703 |
| 2019 : O.M. HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $171,534 |
| Total of all expenses incurred | 2019-12-31 | $267,040 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $267,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $167,886 |
| Value of total assets at end of year | 2019-12-31 | $612,909 |
| Value of total assets at beginning of year | 2019-12-31 | $708,415 |
| Total interest from all sources | 2019-12-31 | $3,648 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $164,650 |
| 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 | $-95,506 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $612,909 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $708,415 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $612,909 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $708,415 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $708,415 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,648 |
| 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 | $3,236 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $267,040 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2019-12-31 | 251408703 |
| 2018 : O.M. HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $233,561 |
| Total of all expenses incurred | 2018-12-31 | $203,969 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $203,969 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $229,568 |
| Value of total assets at end of year | 2018-12-31 | $708,415 |
| Value of total assets at beginning of year | 2018-12-31 | $678,823 |
| Total interest from all sources | 2018-12-31 | $3,993 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $100,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $225,037 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $101,014 |
| 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 | $29,592 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $708,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $678,823 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $708,415 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $577,809 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $577,809 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,993 |
| 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 | $4,531 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $203,969 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2018-12-31 | 251408703 |
