401k Plan data: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN plan

WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 401k Plan overview

Plan Name	WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN
Plan identification number	003

WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHEELER MACHINERY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WHEELER MACHINERY COMPANY

Employer identification number (EIN): 870306419

NAIC Classification: 453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2018-10-15
003 2016-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2017-10-11
003 2015-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2016-10-13
003 2014-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2015-10-13
003 2013-01-01 JEFFREY A IPSEN
003 2012-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2013-10-02
003 2011-01-01 JEFFREY A IPSEN JEFFREY A IPSEN 2012-10-10
003 2009-01-01 JEFFREY IPSEN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2018-10-15
003	2016-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2017-10-11
003	2015-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2016-10-13
003	2014-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2015-10-13
003	2013-01-01	JEFFREY A IPSEN
003	2012-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2013-10-02
003	2011-01-01	JEFFREY A IPSEN	JEFFREY A IPSEN	2012-10-10
003	2009-01-01	JEFFREY IPSEN

Plan Statistics for WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN

401k plan membership statisitcs for WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN

Measure Date Value
2019: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 541
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 467
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 105
Total of all active and inactive participants 2019-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 574
Number of participants with account balances 2019-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 440
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 98
Total of all active and inactive participants 2018-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 539
Number of participants with account balances 2018-01-01 539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 381
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 94
Total of all active and inactive participants 2017-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 475
Number of participants with account balances 2017-01-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 393
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 89
Total of all active and inactive participants 2016-01-01 482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 482
Number of participants with account balances 2016-01-01 482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 363
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 402
Number of participants with account balances 2015-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 428
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 74
Total of all active and inactive participants 2014-01-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 502
Number of participants with account balances 2014-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 510
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 403
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 470
Number of participants with account balances 2013-01-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 410
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 100
Total of all active and inactive participants 2012-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 510
Number of participants with account balances 2012-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 392
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 61
Total of all active and inactive participants 2011-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 453
Number of participants with account balances 2011-01-01 453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 439
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 65
Total of all active and inactive participants 2009-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 504
Number of participants with account balances 2009-01-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	541
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	467
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	105
Total of all active and inactive participants	2019-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	574
Number of participants with account balances	2019-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	440
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	98
Total of all active and inactive participants	2018-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	539
Number of participants with account balances	2018-01-01	539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	381
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	94
Total of all active and inactive participants	2017-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	475
Number of participants with account balances	2017-01-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	393
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	89
Total of all active and inactive participants	2016-01-01	482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	482
Number of participants with account balances	2016-01-01	482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	363
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	402
Number of participants with account balances	2015-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	428
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	74
Total of all active and inactive participants	2014-01-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	502
Number of participants with account balances	2014-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	510
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	403
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	470
Number of participants with account balances	2013-01-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	410
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	100
Total of all active and inactive participants	2012-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	510
Number of participants with account balances	2012-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	392
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	61
Total of all active and inactive participants	2011-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	453
Number of participants with account balances	2011-01-01	453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	439
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	65
Total of all active and inactive participants	2009-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	504
Number of participants with account balances	2009-01-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN

Measure	Date	Value
2019 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$3,517
Total transfer of assets to this plan	2019-12-31	$3,517
Total transfer of assets from this plan	2019-12-31	$1,026,054
Total transfer of assets from this plan	2019-12-31	$1,026,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,108,668
Total income from all sources (including contributions)	2019-12-31	$9,108,668
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,301,824
Total of all expenses incurred	2019-12-31	$2,301,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,156,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,120,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,120,404
Value of total assets at end of year	2019-12-31	$31,988,545
Value of total assets at beginning of year	2019-12-31	$26,204,238
Value of total assets at beginning of year	2019-12-31	$26,204,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$145,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$145,326
Total interest from all sources	2019-12-31	$151,424
Total interest from all sources	2019-12-31	$151,424
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$335,078
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$335,078
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	$335,078
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$335,078
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,627,180
Contributions received from participants	2019-12-31	$1,627,180
Participant contributions at end of year	2019-12-31	$844,413
Participant contributions at beginning of year	2019-12-31	$821,509
Participant contributions at beginning of year	2019-12-31	$821,509
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$160,336
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$160,336
Other income not declared elsewhere	2019-12-31	$50,154
Administrative expenses (other) incurred	2019-12-31	$145,326
Administrative expenses (other) incurred	2019-12-31	$145,326
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	$6,806,844
Value of net income/loss	2019-12-31	$6,806,844
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,988,545
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,204,238
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 in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,784,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,361,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,361,042
Value of interest in pooled separate accounts at end of year	2019-12-31	$770,781
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$598,481
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$598,481
Interest on participant loans	2019-12-31	$50,456
Interest on participant loans	2019-12-31	$50,456
Interest earned on other investments	2019-12-31	$100,968
Interest earned on other investments	2019-12-31	$100,968
Value of interest in common/collective trusts at end of year	2019-12-31	$1,995,544
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,593,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,423,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,423,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,185,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,185,873
Net investment gain/loss from pooled separate accounts	2019-12-31	$100,297
Net investment gain/loss from pooled separate accounts	2019-12-31	$100,297
Net investment gain or loss from common/collective trusts	2019-12-31	$165,438
Net investment gain or loss from common/collective trusts	2019-12-31	$165,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,332,888
Contributions received in cash from employer	2019-12-31	$1,332,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,156,498
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARVER FLOREK & JAMES CPA'S
Accountancy firm name	2019-12-31	CARVER FLOREK & JAMES CPA'S
Accountancy firm EIN	2019-12-31	522408237
Accountancy firm EIN	2019-12-31	522408237
2018 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$144,222
Total transfer of assets from this plan	2018-12-31	$185,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,228,287
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,498,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,349,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,723,446
Value of total assets at end of year	2018-12-31	$26,204,238
Value of total assets at beginning of year	2018-12-31	$26,515,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$148,528
Total interest from all sources	2018-12-31	$139,913
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$332,187
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	$332,187
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	$1,478,356
Participant contributions at end of year	2018-12-31	$821,509
Participant contributions at beginning of year	2018-12-31	$1,036,159
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$111,434
Other income not declared elsewhere	2018-12-31	$83,397
Administrative expenses (other) incurred	2018-12-31	$148,528
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	$-270,198
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,204,238
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,515,800
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	$20,361,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,651,521
Value of interest in pooled separate accounts at end of year	2018-12-31	$598,481
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$554,076
Interest on participant loans	2018-12-31	$52,505
Interest earned on other investments	2018-12-31	$87,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,423,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,274,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,017,240
Net investment gain/loss from pooled separate accounts	2018-12-31	$-33,416
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	$1,133,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,349,957
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	CARVER FLOREK & JAMES CPA'S
Accountancy firm EIN	2018-12-31	522408237
2017 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$349,425
Total transfer of assets from this plan	2017-12-31	$252,314
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	$5,604,466
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,537,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,469,483
Value of total corrective distributions	2017-12-31	$3,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,832,814
Value of total assets at end of year	2017-12-31	$26,515,800
Value of total assets at beginning of year	2017-12-31	$22,352,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$65,363
Total interest from all sources	2017-12-31	$122,713
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$274,634
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	$274,634
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	$1,204,051
Participant contributions at end of year	2017-12-31	$1,036,159
Participant contributions at beginning of year	2017-12-31	$924,943
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$35,880
Other income not declared elsewhere	2017-12-31	$63,224
Administrative expenses (other) incurred	2017-12-31	$65,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,066,602
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,515,800
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,352,087
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	$20,651,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,730,260
Value of interest in pooled separate accounts at end of year	2017-12-31	$554,076
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$511,972
Interest on participant loans	2017-12-31	$54,460
Interest earned on other investments	2017-12-31	$68,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,274,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,184,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,256,021
Net investment gain/loss from pooled separate accounts	2017-12-31	$55,060
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	$592,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,469,483
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	CARVER FLOREK & JAMES CPA'S
Accountancy firm EIN	2017-12-31	522408237
2016 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$486,517
Total transfer of assets from this plan	2016-12-31	$565,541
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	$3,322,707
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$817,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$760,166
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-1,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,002,516
Value of total assets at end of year	2016-12-31	$22,352,087
Value of total assets at beginning of year	2016-12-31	$19,926,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$58,891
Total interest from all sources	2016-12-31	$106,660
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$193,321
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	$193,321
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,053,035
Participant contributions at end of year	2016-12-31	$924,943
Participant contributions at beginning of year	2016-12-31	$933,897
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$84,840
Other income not declared elsewhere	2016-12-31	$56,213
Administrative expenses (other) incurred	2016-12-31	$58,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,504,710
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,352,087
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,926,401
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	$16,730,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,723,639
Value of interest in pooled separate accounts at end of year	2016-12-31	$511,972
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$427,561
Interest on participant loans	2016-12-31	$45,981
Interest earned on other investments	2016-12-31	$60,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,184,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,841,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$933,662
Net investment gain/loss from pooled separate accounts	2016-12-31	$30,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$864,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$760,166
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	CARVER FLOREK & JAMES CPA'S
Accountancy firm EIN	2016-12-31	522408237
2015 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$75,288
Total transfer of assets from this plan	2015-12-31	$540,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,483,835
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,520,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,471,860
Expenses. Certain deemed distributions of participant loans	2015-12-31	$-1,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,780,942
Value of total assets at end of year	2015-12-31	$19,926,401
Value of total assets at beginning of year	2015-12-31	$20,428,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$50,948
Total interest from all sources	2015-12-31	$99,444
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$167,437
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	$167,437
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$933,193
Participant contributions at end of year	2015-12-31	$933,897
Participant contributions at beginning of year	2015-12-31	$996,624
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$45,322
Other income not declared elsewhere	2015-12-31	$57,835
Administrative expenses (other) incurred	2015-12-31	$50,948
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	$-37,094
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,926,401
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,428,678
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	$14,723,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,752,482
Value of interest in pooled separate accounts at end of year	2015-12-31	$427,561
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$492,859
Interest on participant loans	2015-12-31	$44,327
Interest earned on other investments	2015-12-31	$55,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,841,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,186,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-612,562
Net investment gain/loss from pooled separate accounts	2015-12-31	$-9,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$802,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,471,860
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	CARVER FLOREK & JAMES CPA'S
Accountancy firm EIN	2015-12-31	522408237
2014 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$169,679
Total transfer of assets from this plan	2014-12-31	$775,847
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	$3,271,477
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,455,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,423,610
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-1,705
Value of total corrective distributions	2014-12-31	$2,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,340,997
Value of total assets at end of year	2014-12-31	$20,428,678
Value of total assets at beginning of year	2014-12-31	$19,219,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$31,410
Total interest from all sources	2014-12-31	$102,051
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$186,063
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	$186,063
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$851,913
Participant contributions at end of year	2014-12-31	$996,624
Participant contributions at beginning of year	2014-12-31	$826,158
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$417,352
Other income not declared elsewhere	2014-12-31	$32,806
Administrative expenses (other) incurred	2014-12-31	$31,410
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	$1,815,741
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,428,678
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,219,105
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	$15,752,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,853,163
Value of interest in pooled separate accounts at end of year	2014-12-31	$492,859
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$362,559
Interest on participant loans	2014-12-31	$47,765
Interest earned on other investments	2014-12-31	$54,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,186,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,177,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$591,310
Net investment gain/loss from pooled separate accounts	2014-12-31	$18,250
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	$1,071,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,423,610
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	CARVER FLOREK & JAMES LLC
Accountancy firm EIN	2014-12-31	522408237
2013 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$5,209
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	$5,310,528
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,434,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,415,719
Expenses. Certain deemed distributions of participant loans	2013-12-31	$8,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,307,456
Value of total assets at end of year	2013-12-31	$19,219,105
Value of total assets at beginning of year	2013-12-31	$15,337,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,825
Total interest from all sources	2013-12-31	$93,105
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$157,868
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	$157,868
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$848,825
Participant contributions at end of year	2013-12-31	$826,158
Participant contributions at beginning of year	2013-12-31	$588,768
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$424,724
Administrative expenses (other) incurred	2013-12-31	$9,825
Total non interest bearing cash at beginning of year	2013-12-31	$261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,876,157
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,219,105
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,337,739
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	$14,853,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,454,302
Value of interest in pooled separate accounts at end of year	2013-12-31	$362,559
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$415,383
Interest on participant loans	2013-12-31	$38,148
Interest earned on other investments	2013-12-31	$54,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,177,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,879,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,720,754
Net investment gain/loss from pooled separate accounts	2013-12-31	$31,345
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	$1,033,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,415,719
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	CARVER FLOREK & JAMES LLC
Accountancy firm EIN	2013-12-31	522408237
2012 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$26,233
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	$3,664,461
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,310,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,298,521
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,001,551
Value of total assets at end of year	2012-12-31	$15,337,739
Value of total assets at beginning of year	2012-12-31	$13,009,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,528
Total interest from all sources	2012-12-31	$90,933
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$138,852
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	$138,852
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$852,712
Participant contributions at end of year	2012-12-31	$588,768
Participant contributions at beginning of year	2012-12-31	$617,540
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$242,648
Other income not declared elsewhere	2012-12-31	$202
Administrative expenses (other) incurred	2012-12-31	$9,528
Total non interest bearing cash at end of year	2012-12-31	$261
Total non interest bearing cash at beginning of year	2012-12-31	$59
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	$2,354,326
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,337,739
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,009,646
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	$11,454,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,347,505
Value of interest in pooled separate accounts at end of year	2012-12-31	$415,383
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$213,347
Interest on participant loans	2012-12-31	$27,106
Interest earned on other investments	2012-12-31	$63,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,879,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,831,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,392,097
Net investment gain/loss from pooled separate accounts	2012-12-31	$41,093
Net investment gain or loss from common/collective trusts	2012-12-31	$-267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$906,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,298,521
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	CARVER FLOREK & JAMES, LLC.
Accountancy firm EIN	2012-12-31	522408237
2011 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$100,997
Total transfer of assets from this plan	2011-12-31	$45,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,310,676
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$652,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$615,288
Expenses. Certain deemed distributions of participant loans	2011-12-31	$28,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,553,938
Value of total assets at end of year	2011-12-31	$13,009,646
Value of total assets at beginning of year	2011-12-31	$12,295,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,369
Total interest from all sources	2011-12-31	$96,506
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$134,087
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	$134,087
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$849,852
Participant contributions at end of year	2011-12-31	$617,540
Participant contributions at beginning of year	2011-12-31	$563,477
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$257,525
Other income not declared elsewhere	2011-12-31	$59
Administrative expenses (other) incurred	2011-12-31	$9,369
Total non interest bearing cash at end of year	2011-12-31	$59
Total non interest bearing cash at beginning of year	2011-12-31	$0
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	$657,840
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,009,646
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,295,863
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,347,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,392,561
Value of interest in pooled separate accounts at end of year	2011-12-31	$213,347
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$100,890
Interest on participant loans	2011-12-31	$32,473
Interest earned on other investments	2011-12-31	$64,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,831,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,238,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-476,078
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$446,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$615,288
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARVER FLOREK & JAMES, LLC.
Accountancy firm EIN	2011-12-31	522408237
2010 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$314,223
Total transfer of assets from this plan	2010-12-31	$133,354
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	$2,415,864
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,465,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,434,803
Expenses. Certain deemed distributions of participant loans	2010-12-31	$14,107
Value of total corrective distributions	2010-12-31	$6,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,286,532
Value of total assets at end of year	2010-12-31	$12,295,863
Value of total assets at beginning of year	2010-12-31	$11,164,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,807
Total interest from all sources	2010-12-31	$33,201
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$119,506
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	$119,506
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$798,544
Participant contributions at end of year	2010-12-31	$563,477
Participant contributions at beginning of year	2010-12-31	$504,163
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$43,383
Administrative expenses (other) incurred	2010-12-31	$9,807
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	$950,255
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,295,863
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,164,739
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,392,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,544,594
Value of interest in pooled separate accounts at end of year	2010-12-31	$100,890
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$31,853
Interest earned on other investments	2010-12-31	$1,348
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,115,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,238,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$921,540
Net investment gain/loss from pooled separate accounts	2010-12-31	$7,385
Net investment gain or loss from common/collective trusts	2010-12-31	$47,700
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
Contributions received in cash from employer	2010-12-31	$444,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,434,803
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
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	CARVER FLOREK & JAMES, LLC.
Accountancy firm EIN	2010-12-31	522408237
2009 : WHEELER MACHINERY CO. BARGAINING UNIT 401(K) 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

Form 5500 Responses for WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN

2019: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) 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	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) 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	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) 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	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 is a collectively bargained plan	Yes
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
2009: WHEELER MACHINERY CO. BARGAINING UNIT 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

006772

Policy instance

Insurance contract or identification number	006772
Number of Individuals Covered	574
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

006772

Policy instance

Insurance contract or identification number	006772
Number of Individuals Covered	539
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

006772

Policy instance

Insurance contract or identification number	006772
Number of Individuals Covered	475
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WHEELER MACHINERY COMPANY
Employer identification number (EIN):	870306419
NAIC Classification:	453990