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WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 401k Plan overview

Plan NameWAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN
Plan identification number 001

WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WAGGENER EDSTROM WORLDWIDE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WAGGENER EDSTROM WORLDWIDE, INC.
Employer identification number (EIN):930847156
NAIC Classification:541600

Additional information about WAGGENER EDSTROM WORLDWIDE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1983-11-17
Company Identification Number: 17273012
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about WAGGENER EDSTROM WORLDWIDE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01COREY KALBFLEISCH COREY KALBFLEISCH2019-06-17
0012017-01-01COREY KALBFLEISCH
0012016-01-01COREY KALBFEISCH
0012015-01-01COREY W. KALBFLEISCH
0012014-01-01COREY W. KALBFLEISCH
0012013-01-01MICHAEL BIGELOW MICHAEL BIGELOW2014-10-10
0012012-01-01MICHAEL BIGELOW MICHAEL BIGELOW2013-10-10
0012011-01-01MICHAEL BIGELOW MICHAEL BIGELOW2012-10-15
0012009-01-01MICHAEL BIGELOW MICHAEL BIGELOW2010-09-22

Plan Statistics for WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN

401k plan membership statisitcs for WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN

Measure Date Value
2022: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01832
Total number of active participants reported on line 7a of the Form 55002022-01-01544
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01367
Total of all active and inactive participants2022-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01911
Number of participants with account balances2022-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0175
2021: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01770
Total number of active participants reported on line 7a of the Form 55002021-01-01511
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01321
Total of all active and inactive participants2021-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01832
Number of participants with account balances2021-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0158
2020: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01683
Total number of active participants reported on line 7a of the Form 55002020-01-01481
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01289
Total of all active and inactive participants2020-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01770
Number of participants with account balances2020-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01675
Total number of active participants reported on line 7a of the Form 55002019-01-01454
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01280
Total of all active and inactive participants2019-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01734
Number of participants with account balances2019-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01643
Total number of active participants reported on line 7a of the Form 55002018-01-01397
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01278
Total of all active and inactive participants2018-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01675
Number of participants with account balances2018-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01717
Total number of active participants reported on line 7a of the Form 55002017-01-01381
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01262
Total of all active and inactive participants2017-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01643
Number of participants with account balances2017-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01759
Total number of active participants reported on line 7a of the Form 55002016-01-01439
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01278
Total of all active and inactive participants2016-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01717
Number of participants with account balances2016-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01838
Total number of active participants reported on line 7a of the Form 55002015-01-01450
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01309
Total of all active and inactive participants2015-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01759
Number of participants with account balances2015-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01932
Total number of active participants reported on line 7a of the Form 55002014-01-01518
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01308
Total of all active and inactive participants2014-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01826
Number of participants with account balances2014-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01969
Total number of active participants reported on line 7a of the Form 55002013-01-01566
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01366
Total of all active and inactive participants2013-01-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01932
Number of participants with account balances2013-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01933
Total number of active participants reported on line 7a of the Form 55002012-01-01674
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01295
Total of all active and inactive participants2012-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01969
Number of participants with account balances2012-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0146
2011: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01978
Total number of active participants reported on line 7a of the Form 55002011-01-01685
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01248
Total of all active and inactive participants2011-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01933
Number of participants with account balances2011-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01925
Total number of active participants reported on line 7a of the Form 55002009-01-01625
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01227
Total of all active and inactive participants2009-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01852
Number of participants with account balances2009-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN

Measure Date Value
2022 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,419,420
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,777,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,577,823
Value of total corrective distributions2022-12-31$1,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,918,207
Value of total assets at end of year2022-12-31$79,194,243
Value of total assets at beginning of year2022-12-31$90,391,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$199,130
Total interest from all sources2022-12-31$16,016
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,952,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,952,450
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,551,428
Participant contributions at end of year2022-12-31$254,231
Participant contributions at beginning of year2022-12-31$332,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$722,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$600
Other income not declared elsewhere2022-12-31$1,380
Administrative expenses (other) incurred2022-12-31$199,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,197,388
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,194,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$90,391,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,940,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,058,778
Interest on participant loans2022-12-31$16,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,307,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,644,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,577,223
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2022-12-31930928924
2021 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$687,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,170,775
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,701,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,577,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,951,197
Value of total assets at end of year2021-12-31$90,391,631
Value of total assets at beginning of year2021-12-31$77,235,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,014
Total interest from all sources2021-12-31$19,426
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,309,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,309,180
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,663,609
Participant contributions at end of year2021-12-31$332,853
Participant contributions at beginning of year2021-12-31$361,141
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$942,652
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$832
Other income not declared elsewhere2021-12-31$937
Administrative expenses (other) incurred2021-12-31$124,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,469,229
Value of net assets at end of year (total assets less liabilities)2021-12-31$90,391,631
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,235,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,058,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$76,874,255
Interest on participant loans2021-12-31$19,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,890,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,344,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,576,700
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2021-12-31930928924
2020 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,934,947
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,050,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,912,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,852,074
Value of total assets at end of year2020-12-31$77,235,396
Value of total assets at beginning of year2020-12-31$64,350,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$137,692
Total interest from all sources2020-12-31$29,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,471,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,471,624
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,240,068
Participant contributions at end of year2020-12-31$361,141
Participant contributions at beginning of year2020-12-31$523,557
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$122,843
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$360,837
Other income not declared elsewhere2020-12-31$54,255
Administrative expenses (other) incurred2020-12-31$137,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,884,802
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,235,396
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,350,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$76,874,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,605,957
Interest on participant loans2020-12-31$29,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,527,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,251,169
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$98,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,912,453
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2020-12-31930928924
2019 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,078,290
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,773,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,640,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,313,384
Value of total assets at end of year2019-12-31$64,350,594
Value of total assets at beginning of year2019-12-31$51,045,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,796
Total interest from all sources2019-12-31$23,466
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,515,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,515,023
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,547,331
Participant contributions at end of year2019-12-31$523,557
Participant contributions at beginning of year2019-12-31$361,457
Participant contributions at end of year2019-12-31$122,843
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$720,328
Other income not declared elsewhere2019-12-31$8,588
Administrative expenses (other) incurred2019-12-31$132,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,304,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,350,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,045,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,605,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,684,310
Interest on participant loans2019-12-31$23,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,217,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,045,725
Employer contributions (assets) at end of year2019-12-31$98,237
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,640,667
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2019-12-31930928924
2018 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$927,396
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,403,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,293,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,335,712
Value of total assets at end of year2018-12-31$51,045,767
Value of total assets at beginning of year2018-12-31$54,522,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,991
Total interest from all sources2018-12-31$18,662
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,348,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,348,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,045,112
Participant contributions at end of year2018-12-31$361,457
Participant contributions at beginning of year2018-12-31$418,046
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$434,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$101,101
Other income not declared elsewhere2018-12-31$123,005
Administrative expenses (other) incurred2018-12-31$109,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,476,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,045,767
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,522,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,684,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,104,255
Interest on participant loans2018-12-31$18,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,898,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$855,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,192,838
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2018-12-31930928924
2017 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,812,904
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,835,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,695,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,856,185
Value of total assets at end of year2017-12-31$54,522,301
Value of total assets at beginning of year2017-12-31$49,544,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$139,847
Total interest from all sources2017-12-31$21,489
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,100,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,100,627
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,831,864
Participant contributions at end of year2017-12-31$418,046
Participant contributions at beginning of year2017-12-31$358,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$353,845
Other income not declared elsewhere2017-12-31$425
Administrative expenses (other) incurred2017-12-31$139,847
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,977,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,522,301
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,544,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,104,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,185,939
Interest on participant loans2017-12-31$21,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,834,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$670,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,695,655
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2017-12-31930928924
2016 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,825
Total income from all sources (including contributions)2016-12-31$7,449,706
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,030,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,846,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,001,310
Value of total assets at end of year2016-12-31$49,544,899
Value of total assets at beginning of year2016-12-31$52,147,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$183,780
Total interest from all sources2016-12-31$17,195
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,340,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,340,472
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,746,354
Participant contributions at end of year2016-12-31$358,960
Participant contributions at beginning of year2016-12-31$366,285
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$399,409
Administrative expenses (other) incurred2016-12-31$183,780
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$21,825
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$169,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,580,532
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,544,899
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,125,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,185,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,385,075
Interest on participant loans2016-12-31$17,195
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,226,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,090,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$855,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,846,458
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2016-12-31930928924
2015 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,165
Total income from all sources (including contributions)2015-12-31$2,829,166
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,953,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,797,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,642,993
Value of total assets at end of year2015-12-31$52,147,256
Value of total assets at beginning of year2015-12-31$57,274,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$155,906
Total interest from all sources2015-12-31$17,984
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,613,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,613,458
Administrative expenses professional fees incurred2015-12-31$74,081
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,839,771
Participant contributions at end of year2015-12-31$366,285
Participant contributions at beginning of year2015-12-31$503,160
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,737
Liabilities. Value of operating payables at end of year2015-12-31$21,825
Liabilities. Value of operating payables at beginning of year2015-12-31$23,616
Total non interest bearing cash at end of year2015-12-31$169,810
Total non interest bearing cash at beginning of year2015-12-31$217,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,124,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,125,431
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,250,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$81,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$50,385,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,278,734
Interest on participant loans2015-12-31$17,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,226,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,274,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,274,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,445,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$759,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,797,927
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$549
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2015-12-31930928924
2014 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,563
Total income from all sources (including contributions)2014-12-31$6,052,758
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,556,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,369,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,834,302
Value of total assets at end of year2014-12-31$57,274,263
Value of total assets at beginning of year2014-12-31$56,795,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$187,061
Total interest from all sources2014-12-31$23,947
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,832,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,832,059
Administrative expenses professional fees incurred2014-12-31$127,061
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,885,524
Participant contributions at end of year2014-12-31$503,160
Participant contributions at beginning of year2014-12-31$591,244
Participant contributions at beginning of year2014-12-31$97,687
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$141,428
Liabilities. Value of operating payables at end of year2014-12-31$23,616
Liabilities. Value of operating payables at beginning of year2014-12-31$41,563
Total non interest bearing cash at end of year2014-12-31$217,581
Total non interest bearing cash at beginning of year2014-12-31$147,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$496,125
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,250,098
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,753,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,278,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,543,602
Interest on participant loans2014-12-31$23,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,274,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,415,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,415,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-637,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$807,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,369,572
Liabilities. Value of benefit claims payable at end of year2014-12-31$549
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2014-12-31930928924
2013 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,782
Total income from all sources (including contributions)2013-12-31$14,778,375
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,443,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,227,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,249,564
Value of total assets at end of year2013-12-31$56,795,536
Value of total assets at beginning of year2013-12-31$47,443,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$215,384
Total interest from all sources2013-12-31$26,416
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$215,384
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,335,738
Participant contributions at end of year2013-12-31$591,244
Participant contributions at beginning of year2013-12-31$595,173
Participant contributions at end of year2013-12-31$97,687
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$218,208
Liabilities. Value of operating payables at end of year2013-12-31$41,563
Liabilities. Value of operating payables at beginning of year2013-12-31$24,782
Total non interest bearing cash at end of year2013-12-31$147,088
Total non interest bearing cash at beginning of year2013-12-31$233,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,335,151
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,753,973
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,418,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,543,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,205,418
Interest on participant loans2013-12-31$26,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,415,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,409,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,409,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,502,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$695,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,227,840
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2013-12-31930928924
2012 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,732,755
Total unrealized appreciation/depreciation of assets2012-12-31$5,732,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,893
Total income from all sources (including contributions)2012-12-31$10,601,416
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,444,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,250,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,849,876
Value of total assets at end of year2012-12-31$47,443,604
Value of total assets at beginning of year2012-12-31$42,281,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$193,789
Total interest from all sources2012-12-31$18,785
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$193,789
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,426,276
Participant contributions at end of year2012-12-31$595,173
Participant contributions at beginning of year2012-12-31$471,177
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$347,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$24,782
Liabilities. Value of operating payables at beginning of year2012-12-31$19,893
Total non interest bearing cash at end of year2012-12-31$233,960
Total non interest bearing cash at beginning of year2012-12-31$236,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,156,746
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,418,822
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,262,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,205,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,585,742
Interest on participant loans2012-12-31$18,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,409,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,988,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,988,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,076,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,250,881
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2012-12-31930928924
2011 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,749
Total income from all sources (including contributions)2011-12-31$4,257,452
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,476,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,315,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,040,036
Value of total assets at end of year2011-12-31$42,281,969
Value of total assets at beginning of year2011-12-31$41,496,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160,687
Total interest from all sources2011-12-31$19,419
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$160,687
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,637,606
Participant contributions at end of year2011-12-31$471,177
Participant contributions at beginning of year2011-12-31$543,755
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$279,702
Liabilities. Value of operating payables at end of year2011-12-31$19,893
Liabilities. Value of operating payables at beginning of year2011-12-31$14,749
Total non interest bearing cash at end of year2011-12-31$236,280
Total non interest bearing cash at beginning of year2011-12-31$251,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$780,825
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,262,076
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,481,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,585,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,657,487
Interest on participant loans2011-12-31$19,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,988,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,042,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,042,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-802,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,122,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,315,940
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PERKINS & COMPANY , P.C.
Accountancy firm EIN2011-12-31930928924
2010 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,711
Total income from all sources (including contributions)2010-12-31$9,542,506
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,857,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,690,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,700,457
Value of total assets at end of year2010-12-31$41,496,000
Value of total assets at beginning of year2010-12-31$35,850,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$167,549
Total interest from all sources2010-12-31$15,920
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$167,549
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,527,547
Participant contributions at end of year2010-12-31$543,755
Participant contributions at beginning of year2010-12-31$360,350
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$269,204
Other income not declared elsewhere2010-12-31$421
Liabilities. Value of operating payables at end of year2010-12-31$14,749
Liabilities. Value of operating payables at beginning of year2010-12-31$27,654
Total non interest bearing cash at end of year2010-12-31$251,829
Total non interest bearing cash at beginning of year2010-12-31$161,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,684,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,481,251
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,796,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,657,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,985,656
Interest on participant loans2010-12-31$15,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,042,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,342,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,342,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,825,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$903,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,690,040
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$20,537
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$5,520
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2010-12-31930928924
2009 : WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN

2022: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WAGGENER EDSTROM EMPLOYEES' 401K CASH OR DEFERRED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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