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JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 401k Plan overview

Plan NameJELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN
Plan identification number 002

JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

JELD-WEN HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:JELD-WEN HOLDING, INC.
Employer identification number (EIN):931273278
NAIC Classification:321900

Additional information about JELD-WEN HOLDING, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1999-06-18
Company Identification Number: 69671585
Legal Registered Office Address: 388 STATE ST

SALEM
United States of America (USA)
97301

More information about JELD-WEN HOLDING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TIMOTHY CRAVEN
0022016-01-01TIMOTHY R CRAVEN
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01R.C. WENDT R.C. WENDT2013-10-14
0022011-01-01ROD WENDT ROD WENDT2012-10-12
0022009-01-01ROD WENDT

Plan Statistics for JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN

401k plan membership statisitcs for JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN

Measure Date Value
2022: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,196
Total number of active participants reported on line 7a of the Form 55002022-01-011,526
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,343
Total of all active and inactive participants2022-01-012,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0141
Total participants2022-01-012,910
Number of participants with account balances2022-01-012,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,332
Total number of active participants reported on line 7a of the Form 55002021-01-011,663
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,305
Total of all active and inactive participants2021-01-012,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0135
Total participants2021-01-013,003
Number of participants with account balances2021-01-012,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,517
Total number of active participants reported on line 7a of the Form 55002020-01-011,774
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-011,305
Total of all active and inactive participants2020-01-013,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-013,121
Number of participants with account balances2020-01-012,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,072
Total number of active participants reported on line 7a of the Form 55002019-01-011,922
Number of retired or separated participants receiving benefits2019-01-0183
Number of other retired or separated participants entitled to future benefits2019-01-011,481
Total of all active and inactive participants2019-01-013,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-013,517
Number of participants with account balances2019-01-013,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,021
Total number of active participants reported on line 7a of the Form 55002018-01-012,351
Number of retired or separated participants receiving benefits2018-01-01137
Number of other retired or separated participants entitled to future benefits2018-01-011,533
Total of all active and inactive participants2018-01-014,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0151
Total participants2018-01-014,072
Number of participants with account balances2018-01-013,880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,897
Total number of active participants reported on line 7a of the Form 55002017-01-012,682
Number of retired or separated participants receiving benefits2017-01-01200
Number of other retired or separated participants entitled to future benefits2017-01-012,096
Total of all active and inactive participants2017-01-014,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0143
Total participants2017-01-015,021
Number of participants with account balances2017-01-014,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,091
Total number of active participants reported on line 7a of the Form 55002016-01-013,049
Number of retired or separated participants receiving benefits2016-01-01260
Number of other retired or separated participants entitled to future benefits2016-01-016,430
Total of all active and inactive participants2016-01-019,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01158
Total participants2016-01-019,897
Number of participants with account balances2016-01-019,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,828
Total number of active participants reported on line 7a of the Form 55002015-01-019,120
Number of retired or separated participants receiving benefits2015-01-011,239
Number of other retired or separated participants entitled to future benefits2015-01-01708
Total of all active and inactive participants2015-01-0111,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0124
Total participants2015-01-0111,091
Number of participants with account balances2015-01-015,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,955
Total number of active participants reported on line 7a of the Form 55002014-01-019,288
Number of retired or separated participants receiving benefits2014-01-01883
Number of other retired or separated participants entitled to future benefits2014-01-011,210
Total of all active and inactive participants2014-01-0111,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-0111,400
Number of participants with account balances2014-01-015,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,248
Total number of active participants reported on line 7a of the Form 55002013-01-019,432
Number of retired or separated participants receiving benefits2013-01-011,023
Number of other retired or separated participants entitled to future benefits2013-01-011,292
Total of all active and inactive participants2013-01-0111,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0138
Total participants2013-01-0111,785
Number of participants with account balances2013-01-016,592
2012: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,939
Total number of active participants reported on line 7a of the Form 55002012-01-019,075
Number of retired or separated participants receiving benefits2012-01-01776
Number of other retired or separated participants entitled to future benefits2012-01-011,369
Total of all active and inactive participants2012-01-0111,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-0111,248
Number of participants with account balances2012-01-018,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,433
Total number of active participants reported on line 7a of the Form 55002011-01-015,672
Number of retired or separated participants receiving benefits2011-01-011,843
Number of other retired or separated participants entitled to future benefits2011-01-013,319
Total of all active and inactive participants2011-01-0110,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01105
Total participants2011-01-0110,939
Number of participants with account balances2011-01-019,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,284
Total number of active participants reported on line 7a of the Form 55002009-01-018,478
Number of retired or separated participants receiving benefits2009-01-01170
Number of other retired or separated participants entitled to future benefits2009-01-013,639
Total of all active and inactive participants2009-01-0112,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-0112,306
Number of participants with account balances2009-01-0111,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01424

Financial Data on JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN

Measure Date Value
2022 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-17,305,992
Total unrealized appreciation/depreciation of assets2022-12-31$-17,305,992
Total transfer of assets from this plan2022-12-31$105,146
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$0
Total income from all sources (including contributions)2022-12-31$-16,079,545
Total loss/gain on sale of assets2022-12-31$1,135,779
Total of all expenses incurred2022-12-31$2,148,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,075,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$17,070,416
Value of total assets at beginning of year2022-12-31$35,404,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,055
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$130,503
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$130,503
Administrative expenses professional fees incurred2022-12-31$16,634
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Other income not declared elsewhere2022-12-31$31,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,228,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,070,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,404,096
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
Investment advisory and management fees2022-12-31$11,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,935,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,546,985
Value of interest in common/collective trusts at end of year2022-12-31$117,095
Value of interest in common/collective trusts at beginning of year2022-12-31$143,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-44,964
Net investment gain or loss from common/collective trusts2022-12-31$-26,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$9,017,832
Assets. Invements in employer securities at beginning of year2022-12-31$26,713,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,075,934
Contract administrator fees2022-12-31$45,171
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
Aggregate proceeds on sale of assets2022-12-31$1,572,515
Aggregate carrying amount (costs) on sale of assets2022-12-31$436,736
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JONES & ROTH PC
Accountancy firm EIN2022-12-31930819646
2021 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,026,387
Total unrealized appreciation/depreciation of assets2021-12-31$1,026,387
Total transfer of assets from this plan2021-12-31$231,703
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$11,857
Total income from all sources (including contributions)2021-12-31$1,450,688
Total loss/gain on sale of assets2021-12-31$330,521
Total of all expenses incurred2021-12-31$4,515,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,439,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$35,404,096
Value of total assets at beginning of year2021-12-31$38,712,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,651
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,305
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$14,305
Administrative expenses professional fees incurred2021-12-31$8,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,857
Other income not declared elsewhere2021-12-31$167
Administrative expenses (other) incurred2021-12-31$26,784
Total non interest bearing cash at beginning of year2021-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,065,022
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,404,096
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,700,821
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
Investment advisory and management fees2021-12-31$9,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,546,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,637,320
Value of interest in common/collective trusts at end of year2021-12-31$143,812
Value of interest in common/collective trusts at beginning of year2021-12-31$127,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$54,828
Net investment gain or loss from common/collective trusts2021-12-31$24,480
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$26,713,299
Assets. Invements in employer securities at beginning of year2021-12-31$28,948,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,439,059
Contract administrator fees2021-12-31$31,616
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
Aggregate proceeds on sale of assets2021-12-31$3,813,423
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,482,902
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JONES & ROTH, P.C.
Accountancy firm EIN2021-12-31930819646
2020 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,227,467
Total unrealized appreciation/depreciation of assets2020-12-31$2,227,467
Total transfer of assets from this plan2020-12-31$56,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,118
Total income from all sources (including contributions)2020-12-31$1,985,242
Total loss/gain on sale of assets2020-12-31$-361,462
Total of all expenses incurred2020-12-31$5,665,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,576,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$38,712,678
Value of total assets at beginning of year2020-12-31$42,456,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,784
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$61,562
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$61,562
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$18,118
Other income not declared elsewhere2020-12-31$28,305
Administrative expenses (other) incurred2020-12-31$88,784
Total non interest bearing cash at end of year2020-12-31$55
Total non interest bearing cash at beginning of year2020-12-31$188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,680,300
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,700,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,438,005
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$9,637,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,213,318
Value of interest in common/collective trusts at end of year2020-12-31$127,142
Value of interest in common/collective trusts at beginning of year2020-12-31$110,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,918
Net investment gain or loss from common/collective trusts2020-12-31$18,452
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
Assets. Invements in employer securities at end of year2020-12-31$28,948,161
Assets. Invements in employer securities at beginning of year2020-12-31$31,132,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,576,758
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
Aggregate proceeds on sale of assets2020-12-31$364,662
Aggregate carrying amount (costs) on sale of assets2020-12-31$726,124
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JONES & ROTH, P.C.
Accountancy firm EIN2020-12-31930819646
2019 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,234,781
Total unrealized appreciation/depreciation of assets2019-12-31$12,234,781
Total transfer of assets from this plan2019-12-31$245,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,637
Total income from all sources (including contributions)2019-12-31$13,457,152
Total loss/gain on sale of assets2019-12-31$960,758
Total of all expenses incurred2019-12-31$5,810,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,708,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$42,456,123
Value of total assets at beginning of year2019-12-31$35,106,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,374
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$258,342
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$258,342
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$69,637
Other income not declared elsewhere2019-12-31$-67,657
Administrative expenses (other) incurred2019-12-31$101,374
Total non interest bearing cash at end of year2019-12-31$188
Total non interest bearing cash at beginning of year2019-12-31$40
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$7,646,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,438,005
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,036,620
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$11,213,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,767,516
Value of interest in common/collective trusts at end of year2019-12-31$110,290
Value of interest in common/collective trusts at beginning of year2019-12-31$61,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$48,499
Net investment gain or loss from common/collective trusts2019-12-31$22,429
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
Assets. Invements in employer securities at end of year2019-12-31$31,132,327
Assets. Invements in employer securities at beginning of year2019-12-31$22,277,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,708,804
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
Aggregate proceeds on sale of assets2019-12-31$2,039,057
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,078,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JONES & ROTH, P.C.
Accountancy firm EIN2019-12-31930819646
2018 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-39,443,276
Total unrealized appreciation/depreciation of assets2018-12-31$-39,443,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$69,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,224
Total income from all sources (including contributions)2018-12-31$-42,016,982
Total loss/gain on sale of assets2018-12-31$-2,871,274
Total of all expenses incurred2018-12-31$17,234,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,117,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$35,106,257
Value of total assets at beginning of year2018-12-31$94,311,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,966
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$230,823
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$230,823
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$69,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$23,224
Other income not declared elsewhere2018-12-31$67,944
Administrative expenses (other) incurred2018-12-31$116,966
Total non interest bearing cash at end of year2018-12-31$40
Total non interest bearing cash at beginning of year2018-12-31$667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,251,407
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,036,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$94,288,027
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$12,767,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,028,969
Value of interest in common/collective trusts at end of year2018-12-31$61,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,323
Net investment gain or loss from common/collective trusts2018-12-31$-3,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$22,277,230
Assets. Invements in employer securities at beginning of year2018-12-31$78,281,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,117,459
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
Aggregate proceeds on sale of assets2018-12-31$1,381,287
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,252,561
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JONES & ROTH, P.C.
Accountancy firm EIN2018-12-31930819646
2017 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$22,985,940
Total unrealized appreciation/depreciation of assets2017-12-31$22,985,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$75,899
Total income from all sources (including contributions)2017-12-31$22,653,621
Total loss/gain on sale of assets2017-12-31$-502,042
Total of all expenses incurred2017-12-31$12,727,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,535,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$94,311,251
Value of total assets at beginning of year2017-12-31$84,437,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$192,457
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$131,182
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$131,182
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$23,224
Other income not declared elsewhere2017-12-31$19,154
Administrative expenses (other) incurred2017-12-31$192,457
Liabilities. Value of operating payables at beginning of year2017-12-31$75,899
Total non interest bearing cash at end of year2017-12-31$667
Total non interest bearing cash at beginning of year2017-12-31$222
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$9,926,142
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,288,027
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,361,885
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$16,028,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,930,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,387
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
Assets. Invements in employer securities at end of year2017-12-31$78,281,615
Assets. Invements in employer securities at beginning of year2017-12-31$61,507,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,535,022
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
Aggregate proceeds on sale of assets2017-12-31$4,424,728
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,926,770
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JONES & ROTH, P.C.
Accountancy firm EIN2017-12-31930819646
2016 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-8,693,566
Total unrealized appreciation/depreciation of assets2016-12-31$-8,693,566
Total transfer of assets from this plan2016-12-31$62,830,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$186,687
Total income from all sources (including contributions)2016-12-31$3,223,582
Total loss/gain on sale of assets2016-12-31$2,250,200
Total of all expenses incurred2016-12-31$12,753,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,652,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$84,437,784
Value of total assets at beginning of year2016-12-31$156,908,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,999
Total interest from all sources2016-12-31$41,273
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,899,551
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$8,362
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,025,820
Other income not declared elsewhere2016-12-31$725,343
Administrative expenses (other) incurred2016-12-31$100,999
Liabilities. Value of operating payables at end of year2016-12-31$75,899
Liabilities. Value of operating payables at beginning of year2016-12-31$113,820
Total non interest bearing cash at end of year2016-12-31$222
Total non interest bearing cash at beginning of year2016-12-31$85,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-9,529,541
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,361,885
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$156,721,733
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$22,930,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,749,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,749,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$41,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$61,507,277
Assets. Invements in employer securities at beginning of year2016-12-31$128,047,988
Income. Dividends from common stock2016-12-31$8,891,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,652,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$72,867
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
Aggregate proceeds on sale of assets2016-12-31$72,370,780
Aggregate carrying amount (costs) on sale of assets2016-12-31$70,120,580
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JONES & ROTH, P.C.
Accountancy firm EIN2016-12-31930819646
2015 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$30,221,199
Total unrealized appreciation/depreciation of assets2015-12-31$30,221,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$186,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$186,857
Total income from all sources (including contributions)2015-12-31$60,646,658
Total loss/gain on sale of assets2015-12-31$1,640,243
Total of all expenses incurred2015-12-31$12,843,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,708,898
Value of total assets at end of year2015-12-31$156,908,420
Value of total assets at beginning of year2015-12-31$109,105,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$134,748
Total interest from all sources2015-12-31$8,898
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,740,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$18,350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,025,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$240,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$10,035,830
Liabilities. Value of operating payables at end of year2015-12-31$113,820
Liabilities. Value of operating payables at beginning of year2015-12-31$108,405
Total non interest bearing cash at end of year2015-12-31$85,226
Total non interest bearing cash at beginning of year2015-12-31$551,703
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$47,803,012
Value of net assets at end of year (total assets less liabilities)2015-12-31$156,721,733
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$108,918,721
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$116,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,749,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$128,047,988
Assets. Invements in employer securities at beginning of year2015-12-31$108,313,537
Income. Dividends from common stock2015-12-31$18,740,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,708,898
Liabilities. Value of benefit claims payable at end of year2015-12-31$72,867
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$78,452
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
Aggregate proceeds on sale of assets2015-12-31$12,126,991
Aggregate carrying amount (costs) on sale of assets2015-12-31$10,486,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JONES & ROTH, P.C.
Accountancy firm EIN2015-12-31930819646
2014 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,802,758
Total unrealized appreciation/depreciation of assets2014-12-31$7,802,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$186,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$209,726
Total income from all sources (including contributions)2014-12-31$7,309,912
Total loss/gain on sale of assets2014-12-31$-830,000
Total of all expenses incurred2014-12-31$15,346,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,207,105
Value of total assets at end of year2014-12-31$109,105,578
Value of total assets at beginning of year2014-12-31$117,164,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$139,253
Total interest from all sources2014-12-31$283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$17,850
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$240,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$726,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,720
Other income not declared elsewhere2014-12-31$336,871
Liabilities. Value of operating payables at end of year2014-12-31$108,405
Liabilities. Value of operating payables at beginning of year2014-12-31$128,208
Total non interest bearing cash at end of year2014-12-31$551,703
Total non interest bearing cash at beginning of year2014-12-31$327,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-8,036,446
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,918,721
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$116,955,167
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$121,403
Interest on participant loans2014-12-31$283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$108,313,537
Assets. Invements in employer securities at beginning of year2014-12-31$116,106,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,207,105
Liabilities. Value of benefit claims payable at end of year2014-12-31$78,452
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$75,798
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
Aggregate proceeds on sale of assets2014-12-31$14,765,260
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,595,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JONES & ROTH, P.C.
Accountancy firm EIN2014-12-31930819646
2013 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-7,666,065
Total unrealized appreciation/depreciation of assets2013-12-31$-7,666,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$209,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$208,047
Total income from all sources (including contributions)2013-12-31$-7,168,506
Total loss/gain on sale of assets2013-12-31$-229,485
Total of all expenses incurred2013-12-31$19,648,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,493,294
Value of total assets at end of year2013-12-31$117,164,893
Value of total assets at beginning of year2013-12-31$143,979,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$154,928
Total interest from all sources2013-12-31$458
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$17,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Participant contributions at end of year2013-12-31$4,826
Participant contributions at beginning of year2013-12-31$5,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$726,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$75
Other income not declared elsewhere2013-12-31$726,586
Administrative expenses (other) incurred2013-12-31$137,628
Liabilities. Value of operating payables at end of year2013-12-31$128,208
Liabilities. Value of operating payables at beginning of year2013-12-31$158,967
Total non interest bearing cash at end of year2013-12-31$327,442
Total non interest bearing cash at beginning of year2013-12-31$3,899,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-26,816,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$116,955,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$143,771,895
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
Interest on participant loans2013-12-31$458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$116,106,039
Assets. Invements in employer securities at beginning of year2013-12-31$140,074,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,493,294
Liabilities. Value of benefit claims payable at end of year2013-12-31$75,798
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$49,005
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
Aggregate proceeds on sale of assets2013-12-31$16,073,129
Aggregate carrying amount (costs) on sale of assets2013-12-31$16,302,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JONES & ROTH, P.C.
Accountancy firm EIN2013-12-31930819646
2012 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,875,901
Total unrealized appreciation/depreciation of assets2012-12-31$17,875,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$208,047
Total income from all sources (including contributions)2012-12-31$17,876,410
Total of all expenses incurred2012-12-31$21,489,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,294,288
Value of total assets at end of year2012-12-31$143,979,942
Value of total assets at beginning of year2012-12-31$147,384,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$194,992
Total interest from all sources2012-12-31$509
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$18,065
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Participant contributions at end of year2012-12-31$5,247
Participant contributions at beginning of year2012-12-31$5,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$75
Administrative expenses (other) incurred2012-12-31$176,927
Liabilities. Value of operating payables at end of year2012-12-31$158,967
Total non interest bearing cash at end of year2012-12-31$3,899,864
Total non interest bearing cash at beginning of year2012-12-31$36,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,612,870
Value of net assets at end of year (total assets less liabilities)2012-12-31$143,771,895
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$147,384,765
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
Interest on participant loans2012-12-31$509
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
Assets. Invements in employer securities at end of year2012-12-31$140,074,718
Assets. Invements in employer securities at beginning of year2012-12-31$147,342,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,294,288
Liabilities. Value of benefit claims payable at end of year2012-12-31$49,005
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JONES & ROTH, P.C.
Accountancy firm EIN2012-12-31930819646
2011 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-79,770,345
Total unrealized appreciation/depreciation of assets2011-12-31$-79,770,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-79,769,806
Total of all expenses incurred2011-12-31$32,773,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,731,036
Value of total assets at end of year2011-12-31$147,384,765
Value of total assets at beginning of year2011-12-31$259,927,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,096
Total interest from all sources2011-12-31$539
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$16,950
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Participant contributions at end of year2011-12-31$5,638
Participant contributions at beginning of year2011-12-31$5,994
Administrative expenses (other) incurred2011-12-31$25,146
Total non interest bearing cash at end of year2011-12-31$36,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-112,542,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$147,384,765
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$259,927,703
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
Interest on participant loans2011-12-31$539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$161,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$161,173
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
Assets. Invements in employer securities at end of year2011-12-31$147,342,722
Assets. Invements in employer securities at beginning of year2011-12-31$257,185,656
Employer contributions (assets) at beginning of year2011-12-31$2,574,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,731,036
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JONES & ROTH, P.C.
Accountancy firm EIN2011-12-31930819646
2010 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-33,504,808
Total unrealized appreciation/depreciation of assets2010-12-31$-33,504,808
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$0
Total income from all sources (including contributions)2010-12-31$-25,493,731
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$51,665,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,400,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,010,460
Value of total assets at end of year2010-12-31$259,927,703
Value of total assets at beginning of year2010-12-31$337,087,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$265,146
Total interest from all sources2010-12-31$617
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$29,463
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$5,994
Participant contributions at beginning of year2010-12-31$7,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$328,498
Administrative expenses (other) incurred2010-12-31$235,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-77,159,632
Value of net assets at end of year (total assets less liabilities)2010-12-31$259,927,703
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$337,087,335
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
Interest on participant loans2010-12-31$609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$161,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$257,185,656
Assets. Invements in employer securities at beginning of year2010-12-31$335,449,565
Contributions received in cash from employer2010-12-31$8,010,460
Employer contributions (assets) at end of year2010-12-31$2,574,880
Employer contributions (assets) at beginning of year2010-12-31$1,614,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,072,257
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JONES & ROTH, P.C.
Accountancy firm EIN2010-12-31930819646
2009 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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 JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN

2022: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND 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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