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Plan Name | CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS |
Plan identification number | 025 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | JPW INDUSTRIES, INC. |
Employer identification number (EIN): | 910725798 |
NAIC Classification: | 333510 |
Additional information about JPW INDUSTRIES, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1960-06-14 |
Company Identification Number: | 278039045 |
Legal Registered Office Address: |
707 W. MAIN AVENUE #B1 SPOKANE United States of America (USA) 99201 |
More information about JPW INDUSTRIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
025 | 2013-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2014-09-04 | |
025 | 2012-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2013-10-02 | |
025 | 2011-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2012-10-03 | |
025 | 2010-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2011-09-29 | |
025 | 2009-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2010-10-07 | |
025 | 2009-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2010-09-27 | |
025 | 2009-01-01 | VIRGINIA SCHMIDT | VIRGINIA SCHMIDT | 2010-10-06 |
Measure | Date | Value |
---|---|---|
2013: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 340 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 145 |
Total of all active and inactive participants | 2012-01-01 | 327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 21 |
Total participants | 2012-01-01 | 348 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 399 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 187 |
Total of all active and inactive participants | 2011-01-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 17 |
Total participants | 2011-01-01 | 387 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 178 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 200 |
Total of all active and inactive participants | 2010-01-01 | 384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 13 |
Total participants | 2010-01-01 | 397 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 183 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 204 |
Total of all active and inactive participants | 2009-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 406 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-02 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-02 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-02 | $0 |
Total transfer of assets to this plan | 2013-12-02 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-02 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-02 | $0 |
Total income from all sources (including contributions) | 2013-12-02 | $3,177,939 |
Total loss/gain on sale of assets | 2013-12-02 | $0 |
Total of all expenses incurred | 2013-12-02 | $8,018,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-02 | $7,999,769 |
Value of total corrective distributions | 2013-12-02 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-02 | $3,161,121 |
Value of total assets at end of year | 2013-12-02 | $0 |
Value of total assets at beginning of year | 2013-12-02 | $4,840,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-02 | $19,118 |
Total income from rents | 2013-12-02 | $0 |
Total interest from all sources | 2013-12-02 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-02 | $160,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-02 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-02 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-02 | $160,195 |
Administrative expenses professional fees incurred | 2013-12-02 | $5,808 |
Was this plan covered by a fidelity bond | 2013-12-02 | Yes |
Value of fidelity bond cover | 2013-12-02 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-02 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-02 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-02 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-12-02 | $0 |
Contributions received from participants | 2013-12-02 | $0 |
Participant contributions at end of year | 2013-12-02 | $0 |
Participant contributions at beginning of year | 2013-12-02 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-02 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-02 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-02 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-02 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-02 | $0 |
Other income not declared elsewhere | 2013-12-02 | $-416 |
Administrative expenses (other) incurred | 2013-12-02 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-02 | $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 | 2013-12-02 | No |
Value of net income/loss | 2013-12-02 | $-4,840,948 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-02 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-02 | $4,840,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-02 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-02 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-12-02 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-02 | $0 |
Investment advisory and management fees | 2013-12-02 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-02 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-02 | $565,079 |
Value of interest in pooled separate accounts at end of year | 2013-12-02 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-02 | $4,142,210 |
Income. Interest from loans (other than to participants) | 2013-12-02 | $0 |
Interest earned on other investments | 2013-12-02 | $0 |
Income. Interest from US Government securities | 2013-12-02 | $0 |
Income. Interest from corporate debt instruments | 2013-12-02 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-02 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-02 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-02 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-02 | $5,309,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-02 | $-316,024 |
Net investment gain/loss from pooled separate accounts | 2013-12-02 | $173,063 |
Net investment gain or loss from common/collective trusts | 2013-12-02 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-02 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-02 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-02 | No |
Contributions received in cash from employer | 2013-12-02 | $3,161,121 |
Employer contributions (assets) at end of year | 2013-12-02 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-02 | $133,659 |
Income. Dividends from preferred stock | 2013-12-02 | $0 |
Income. Dividends from common stock | 2013-12-02 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-02 | $2,690,089 |
Contract administrator fees | 2013-12-02 | $13,310 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-02 | $0 |
Did the plan have assets held for investment | 2013-12-02 | 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 | 2013-12-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-02 | Yes |
Aggregate proceeds on sale of assets | 2013-12-02 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-02 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-02 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-02 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-02 | Disclaimer |
Accountancy firm name | 2013-12-02 | SIKICH LLP |
Accountancy firm EIN | 2013-12-02 | 363168081 |
2012 : CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $917,848 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $680,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $669,487 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $375,634 |
Value of total assets at end of year | 2012-12-31 | $4,840,948 |
Value of total assets at beginning of year | 2012-12-31 | $4,603,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,700 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,836 |
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 | $7,836 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
Contributions received from participants | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $237,661 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,840,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,603,287 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $565,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $461,166 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,142,210 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,142,121 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $71,879 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $462,499 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
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 | $375,634 |
Employer contributions (assets) at end of year | 2012-12-31 | $133,659 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $669,487 |
Contract administrator fees | 2012-12-31 | $10,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
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 | SIKICH LLP |
Accountancy firm EIN | 2012-12-31 | 363168081 |
2011 : CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
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 | $147,731 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $414,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $405,135 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $163,068 |
Value of total assets at end of year | 2011-12-31 | $4,603,287 |
Value of total assets at beginning of year | 2011-12-31 | $4,870,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,700 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $349 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $7,957 |
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 | $7,957 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
Contributions received from participants | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables 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 | $-267,104 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,603,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,870,391 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $461,166 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $511,950 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,142,121 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,318,432 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $349 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $15,009 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-14,645 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-8,998 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
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 | $163,068 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $25,000 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $405,135 |
Contract administrator fees | 2011-12-31 | $9,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
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 | SIKICH LLP |
Accountancy firm EIN | 2011-12-31 | 363168081 |
2010 : CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
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 | $602,645 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $451,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $441,418 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $100,000 |
Value of total assets at end of year | 2010-12-31 | $4,870,391 |
Value of total assets at beginning of year | 2010-12-31 | $4,719,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,300 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $807 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $9,159 |
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 | $9,159 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
Contributions received from participants | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $150,927 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,870,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,719,464 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $511,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $506,480 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,318,432 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,165,588 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $807 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $15,009 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $22,396 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $47,222 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $445,457 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 | $100,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $25,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $25,000 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $441,418 |
Contract administrator fees | 2010-12-31 | $10,300 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 | SIKICH LLP |
Accountancy firm EIN | 2010-12-31 | 363168081 |
2009 : CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 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 |
2013: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
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: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 | No |
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: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
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 | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CONSOLIDATED WALTER MEIER (MANUFACTURING) PENSIONS 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |