?>
Plan Name | THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | APA - THE ENGINEERED WOOD ASSOCIATION |
Employer identification number (EIN): | 910202372 |
NAIC Classification: | 321210 |
Additional information about APA - THE ENGINEERED WOOD ASSOCIATION
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1936-11-04 |
Company Identification Number: | 278035188 |
Legal Registered Office Address: |
612 N CARR ST TACOMA United States of America (USA) 984033011 |
More information about APA - THE ENGINEERED WOOD ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SONYA BACHLMAYR | 2018-08-14 | SONYA BACHLMAYR | 2018-08-14 |
001 | 2017-01-01 | SONYA BACHLMAYR | 2018-11-20 | SONYA BACHLMAYR | 2018-11-20 |
001 | 2016-01-01 | SONYA BACHLMAYR | 2017-08-01 | SONYA BACHLMAYR | 2017-08-01 |
001 | 2016-01-01 | SONYA BACHLMAYR | 2018-12-05 | ||
001 | 2015-01-01 | SONYA BACHLMAYR | 2016-08-29 | SONYA BACHLMAYR | 2016-08-29 |
001 | 2015-01-01 | SONYA BACHLMAYR | 2019-01-31 | ||
001 | 2014-01-01 | SONYA BACHLMAYR | 2015-09-02 | SONYA BACHLMAYR | 2015-09-02 |
001 | 2013-01-01 | SONYA BACHLMAYR | 2014-08-13 | SONYA BACHLMAYR | 2014-08-13 |
001 | 2012-01-01 | ED ELIAS | 2013-09-11 | ED ELIAS | 2013-09-11 |
001 | 2011-01-01 | ED ELIAS | 2012-09-27 | ED ELIAS | 2012-09-27 |
001 | 2009-01-01 | ED ELIAS | 2010-09-14 | ED ELIAS | 2010-09-14 |
Measure | Date | Value |
---|---|---|
2022: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 20,235,978 |
Acturial value of plan assets | 2022-12-31 | 20,235,978 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 9,950,268 |
Number of terminated vested participants | 2022-12-31 | 23 |
Fundng target for terminated vested participants | 2022-12-31 | 1,645,978 |
Active participant vested funding target | 2022-12-31 | 3,809,702 |
Number of active participants | 2022-12-31 | 27 |
Total funding liabilities for active participants | 2022-12-31 | 3,809,702 |
Total participant count | 2022-12-31 | 96 |
Total funding target for all participants | 2022-12-31 | 15,405,948 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 420 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 420 |
Present value of excess contributions | 2022-12-31 | 341,446 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 358,143 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 422 |
Total employer contributions | 2022-12-31 | 350,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 340,544 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 340,544 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 21 |
Total of all active and inactive participants | 2022-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 96 |
2021: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 21,715,525 |
Acturial value of plan assets | 2021-12-31 | 21,715,525 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 9,955,198 |
Number of terminated vested participants | 2021-12-31 | 24 |
Fundng target for terminated vested participants | 2021-12-31 | 2,447,606 |
Active participant vested funding target | 2021-12-31 | 4,617,737 |
Number of active participants | 2021-12-31 | 28 |
Total funding liabilities for active participants | 2021-12-31 | 4,617,737 |
Total participant count | 2021-12-31 | 97 |
Total funding target for all participants | 2021-12-31 | 17,020,541 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 364 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 364 |
Present value of excess contributions | 2021-12-31 | 338,690 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 356,708 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 420 |
Total employer contributions | 2021-12-31 | 350,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 341,446 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 341,446 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 96 |
2020: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 19,237,117 |
Acturial value of plan assets | 2020-12-31 | 19,237,117 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 8,673,677 |
Number of terminated vested participants | 2020-12-31 | 23 |
Fundng target for terminated vested participants | 2020-12-31 | 2,156,120 |
Active participant vested funding target | 2020-12-31 | 5,309,288 |
Number of active participants | 2020-12-31 | 32 |
Total funding liabilities for active participants | 2020-12-31 | 5,309,288 |
Total participant count | 2020-12-31 | 97 |
Total funding target for all participants | 2020-12-31 | 16,139,085 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 309 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 309 |
Present value of excess contributions | 2020-12-31 | 340,327 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 359,011 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 364 |
Total employer contributions | 2020-12-31 | 350,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 338,690 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 338,690 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 24 |
Total of all active and inactive participants | 2020-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 16,699,048 |
Acturial value of plan assets | 2019-12-31 | 16,699,048 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 8,495,242 |
Number of terminated vested participants | 2019-12-31 | 23 |
Fundng target for terminated vested participants | 2019-12-31 | 2,069,035 |
Active participant vested funding target | 2019-12-31 | 5,297,538 |
Number of active participants | 2019-12-31 | 34 |
Total funding liabilities for active participants | 2019-12-31 | 5,297,538 |
Total participant count | 2019-12-31 | 98 |
Total funding target for all participants | 2019-12-31 | 15,861,815 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 327 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 327 |
Present value of excess contributions | 2019-12-31 | 339,978 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 359,221 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 309 |
Total employer contributions | 2019-12-31 | 350,004 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 340,327 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 340,327 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 18,034,096 |
Acturial value of plan assets | 2018-12-31 | 18,034,096 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,214,006 |
Number of terminated vested participants | 2018-12-31 | 23 |
Fundng target for terminated vested participants | 2018-12-31 | 1,734,930 |
Active participant vested funding target | 2018-12-31 | 5,986,410 |
Number of active participants | 2018-12-31 | 38 |
Total funding liabilities for active participants | 2018-12-31 | 5,986,410 |
Total participant count | 2018-12-31 | 98 |
Total funding target for all participants | 2018-12-31 | 14,935,346 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 293 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 293 |
Present value of excess contributions | 2018-12-31 | 536,040 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 567,559 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 327 |
Total employer contributions | 2018-12-31 | 350,003 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 339,978 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 339,978 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 23 |
Total of all active and inactive participants | 2018-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 16,229,530 |
Acturial value of plan assets | 2017-12-31 | 16,229,530 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 7,076,895 |
Number of terminated vested participants | 2017-12-31 | 23 |
Fundng target for terminated vested participants | 2017-12-31 | 1,583,413 |
Active participant vested funding target | 2017-12-31 | 5,606,001 |
Number of active participants | 2017-12-31 | 39 |
Total funding liabilities for active participants | 2017-12-31 | 5,622,320 |
Total participant count | 2017-12-31 | 98 |
Total funding target for all participants | 2017-12-31 | 14,282,628 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 275 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 275 |
Present value of excess contributions | 2017-12-31 | 757,812 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 803,887 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 293 |
Total employer contributions | 2017-12-31 | 550,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 536,040 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 536,040 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 15,399,640 |
Acturial value of plan assets | 2016-12-31 | 15,399,640 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 6,541,054 |
Number of terminated vested participants | 2016-12-31 | 22 |
Fundng target for terminated vested participants | 2016-12-31 | 1,126,079 |
Active participant vested funding target | 2016-12-31 | 6,357,747 |
Number of active participants | 2016-12-31 | 47 |
Total funding liabilities for active participants | 2016-12-31 | 6,382,611 |
Total participant count | 2016-12-31 | 102 |
Total funding target for all participants | 2016-12-31 | 14,049,744 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 278 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 278 |
Present value of excess contributions | 2016-12-31 | 745,392 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 792,203 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 275 |
Total employer contributions | 2016-12-31 | 787,500 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 757,812 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 757,812 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 23 |
Total of all active and inactive participants | 2016-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 65 |
Total of all active and inactive participants | 2013-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 65 |
Total of all active and inactive participants | 2012-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 67 |
Total of all active and inactive participants | 2011-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 68 |
Total of all active and inactive participants | 2009-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 147 |
Measure | Date | Value |
---|---|---|
2022 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-3,745,084 |
Expenses. Total of all expenses incurred | 2022-12-31 | $976,216 |
Benefits paid (including direct rollovers) | 2022-12-31 | $866,206 |
Total plan assets at end of year | 2022-12-31 | $15,514,688 |
Total plan assets at beginning of year | 2022-12-31 | $20,235,988 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-4,095,084 |
Net income (gross income less expenses) | 2022-12-31 | $-4,721,300 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,514,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,235,988 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $350,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $110,010 |
2021 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $562,532 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,042,069 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,920,504 |
Total plan assets at end of year | 2021-12-31 | $20,235,988 |
Total plan assets at beginning of year | 2021-12-31 | $21,715,525 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $212,532 |
Net income (gross income less expenses) | 2021-12-31 | $-1,479,537 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,235,988 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,715,525 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $350,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $121,565 |
2020 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $3,390,586 |
Expenses. Total of all expenses incurred | 2020-12-31 | $912,178 |
Benefits paid (including direct rollovers) | 2020-12-31 | $782,396 |
Total plan assets at end of year | 2020-12-31 | $21,715,525 |
Total plan assets at beginning of year | 2020-12-31 | $19,237,117 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $3,040,586 |
Net income (gross income less expenses) | 2020-12-31 | $2,478,408 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $21,715,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,237,117 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $350,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $129,782 |
2019 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $3,398,179 |
Expenses. Total of all expenses incurred | 2019-12-31 | $860,110 |
Benefits paid (including direct rollovers) | 2019-12-31 | $740,305 |
Total plan assets at end of year | 2019-12-31 | $19,237,117 |
Total plan assets at beginning of year | 2019-12-31 | $16,699,048 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $3,048,175 |
Net income (gross income less expenses) | 2019-12-31 | $2,538,069 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $19,237,117 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,699,048 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $350,004 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $119,805 |
2018 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-525,164 |
Expenses. Total of all expenses incurred | 2018-12-31 | $809,884 |
Benefits paid (including direct rollovers) | 2018-12-31 | $675,808 |
Total plan assets at end of year | 2018-12-31 | $16,699,048 |
Total plan assets at beginning of year | 2018-12-31 | $18,034,096 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-875,167 |
Net income (gross income less expenses) | 2018-12-31 | $-1,335,048 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $16,699,048 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,034,096 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $350,003 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $134,076 |
2017 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $2,468,977 |
Total of all expenses incurred | 2017-12-31 | $751,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $612,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $462,500 |
Value of total assets at end of year | 2017-12-31 | $18,034,096 |
Value of total assets at beginning of year | 2017-12-31 | $16,317,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $139,086 |
Total interest from all sources | 2017-12-31 | $29 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $51,039 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $51,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,717,066 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,034,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,317,030 |
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 |
Investment advisory and management fees | 2017-12-31 | $139,086 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $17,983,057 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $16,178,130 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $29 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,006,448 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $462,500 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $87,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $612,825 |
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 | 2017-12-31 | No |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2017-12-31 | 911623649 |
2016 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $1,979,426 |
Total of all expenses incurred | 2016-12-31 | $1,064,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $933,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $875,000 |
Value of total assets at end of year | 2016-12-31 | $16,317,030 |
Value of total assets at beginning of year | 2016-12-31 | $15,402,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $130,922 |
Total interest from all sources | 2016-12-31 | $7 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $51,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $506,084 |
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 | $914,885 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,317,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,402,145 |
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 |
Investment advisory and management fees | 2016-12-31 | $130,922 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $16,178,130 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $14,633,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $7 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,104,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 | $875,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $87,500 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $262,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $933,619 |
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 | 2016-12-31 | No |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2016-12-31 | 911623649 |
2015 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $740,028 |
Total of all expenses incurred | 2015-12-31 | $629,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $505,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $787,500 |
Value of total assets at end of year | 2015-12-31 | $15,402,145 |
Value of total assets at beginning of year | 2015-12-31 | $15,291,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $123,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $506,084 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $37,421 |
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 | $110,928 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,402,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,291,217 |
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 |
Investment advisory and management fees | 2015-12-31 | $123,140 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $14,633,561 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $14,728,796 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-47,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $787,500 |
Employer contributions (assets) at end of year | 2015-12-31 | $262,500 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $525,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $505,960 |
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 | 2015-12-31 | No |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2015-12-31 | 911623649 |
2014 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $3,435,101 |
Total of all expenses incurred | 2014-12-31 | $2,556,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,425,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,575,000 |
Value of total assets at end of year | 2014-12-31 | $15,291,217 |
Value of total assets at beginning of year | 2014-12-31 | $14,412,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $130,292 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $37,421 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $33,416 |
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 | $878,838 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,291,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,412,379 |
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 |
Investment advisory and management fees | 2014-12-31 | $130,292 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $14,728,796 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $14,378,963 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,860,101 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $1,575,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $525,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,425,971 |
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 | 2014-12-31 | No |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2014-12-31 | 911623649 |
2013 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $2,537,858 |
Total of all expenses incurred | 2013-12-31 | $1,232,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,111,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,050,000 |
Value of total assets at end of year | 2013-12-31 | $14,412,379 |
Value of total assets at beginning of year | 2013-12-31 | $13,107,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $121,223 |
Total interest from all sources | 2013-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $33,416 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $17,570 |
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 | $1,305,052 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,412,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,107,327 |
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 |
Investment advisory and management fees | 2013-12-31 | $121,223 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $14,378,963 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $13,089,757 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,487,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $1,050,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,111,583 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2013-12-31 | 911623649 |
2012 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $2,870,910 |
Total of all expenses incurred | 2012-12-31 | $291,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $187,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,050,000 |
Value of total assets at end of year | 2012-12-31 | $13,107,327 |
Value of total assets at beginning of year | 2012-12-31 | $10,527,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $103,961 |
Total interest from all sources | 2012-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $17,570 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $14,613 |
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 | $2,579,451 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,107,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,527,876 |
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 |
Investment advisory and management fees | 2012-12-31 | $103,961 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $13,089,757 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $10,513,263 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,820,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $1,050,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $187,498 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2012-12-31 | 911623649 |
2011 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $864,500 |
Total of all expenses incurred | 2011-12-31 | $235,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $134,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $960,000 |
Value of total assets at end of year | 2011-12-31 | $10,527,876 |
Value of total assets at beginning of year | 2011-12-31 | $9,898,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $100,851 |
Total interest from all sources | 2011-12-31 | $8 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $14,613 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,196 |
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 | $629,252 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,527,876 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,898,624 |
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 |
Investment advisory and management fees | 2011-12-31 | $100,851 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $10,513,263 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,880,928 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $8 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-95,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $960,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $8,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $134,397 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2011-12-31 | 911623649 |
2010 : THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $2,003,327 |
Total of all expenses incurred | 2010-12-31 | $1,188,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,098,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $658,500 |
Value of total assets at end of year | 2010-12-31 | $9,898,624 |
Value of total assets at beginning of year | 2010-12-31 | $9,084,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $90,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,196 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,760 |
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 | $814,607 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,898,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,084,017 |
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 |
Investment advisory and management fees | 2010-12-31 | $90,431 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $9,880,928 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,777,257 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,344,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $658,500 |
Employer contributions (assets) at end of year | 2010-12-31 | $8,500 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,098,289 |
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 | JOHNSON, STONE, & PAGANO, P.S. |
Accountancy firm EIN | 2010-12-31 | 911623649 |
2022: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
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 | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE ENGINEERED WOOD ASSOCIATION EMPLOYEES' PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |