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Plan Name | JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | TIMOTHY CRAVEN | |||
002 | 2016-01-01 | TIMOTHY R CRAVEN | |||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | R.C. WENDT | R.C. WENDT | 2013-10-14 | |
002 | 2011-01-01 | ROD WENDT | ROD WENDT | 2012-10-12 | |
002 | 2009-01-01 | ROD WENDT |
Measure | Date | Value |
---|---|---|
2022: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 3,196 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,526 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,343 |
Total of all active and inactive participants | 2022-01-01 | 2,869 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 41 |
Total participants | 2022-01-01 | 2,910 |
Number of participants with account balances | 2022-01-01 | 2,679 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,332 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,663 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,305 |
Total of all active and inactive participants | 2021-01-01 | 2,968 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 35 |
Total participants | 2021-01-01 | 3,003 |
Number of participants with account balances | 2021-01-01 | 2,770 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,517 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,774 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,305 |
Total of all active and inactive participants | 2020-01-01 | 3,091 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 3,121 |
Number of participants with account balances | 2020-01-01 | 2,937 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,922 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,481 |
Total of all active and inactive participants | 2019-01-01 | 3,486 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 31 |
Total participants | 2019-01-01 | 3,517 |
Number of participants with account balances | 2019-01-01 | 3,334 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 5,021 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,351 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 137 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,533 |
Total of all active and inactive participants | 2018-01-01 | 4,021 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 51 |
Total participants | 2018-01-01 | 4,072 |
Number of participants with account balances | 2018-01-01 | 3,880 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 9,897 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,682 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 200 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,096 |
Total of all active and inactive participants | 2017-01-01 | 4,978 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 43 |
Total participants | 2017-01-01 | 5,021 |
Number of participants with account balances | 2017-01-01 | 4,939 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 11,091 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,049 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 260 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6,430 |
Total of all active and inactive participants | 2016-01-01 | 9,739 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 158 |
Total participants | 2016-01-01 | 9,897 |
Number of participants with account balances | 2016-01-01 | 9,858 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 10,828 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9,120 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,239 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 708 |
Total of all active and inactive participants | 2015-01-01 | 11,067 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 24 |
Total participants | 2015-01-01 | 11,091 |
Number of participants with account balances | 2015-01-01 | 5,485 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 11,955 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9,288 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 883 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,210 |
Total of all active and inactive participants | 2014-01-01 | 11,381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 19 |
Total participants | 2014-01-01 | 11,400 |
Number of participants with account balances | 2014-01-01 | 5,899 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11,248 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9,432 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,023 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,292 |
Total of all active and inactive participants | 2013-01-01 | 11,747 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 38 |
Total participants | 2013-01-01 | 11,785 |
Number of participants with account balances | 2013-01-01 | 6,592 |
2012: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 10,939 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9,075 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 776 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,369 |
Total of all active and inactive participants | 2012-01-01 | 11,220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 28 |
Total participants | 2012-01-01 | 11,248 |
Number of participants with account balances | 2012-01-01 | 8,069 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 11,433 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,672 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,843 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,319 |
Total of all active and inactive participants | 2011-01-01 | 10,834 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 105 |
Total participants | 2011-01-01 | 10,939 |
Number of participants with account balances | 2011-01-01 | 9,386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 14 |
2009: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 13,284 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8,478 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 170 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3,639 |
Total of all active and inactive participants | 2009-01-01 | 12,287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 19 |
Total participants | 2009-01-01 | 12,306 |
Number of participants with account balances | 2009-01-01 | 11,482 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 424 |
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) assets | 2022-12-31 | $-17,305,992 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-17,305,992 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $1,135,779 |
Total of all expenses incurred | 2022-12-31 | $2,148,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $17,070,416 |
Value of total assets at beginning of year | 2022-12-31 | $35,404,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $73,055 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $130,503 |
Administrative expenses professional fees incurred | 2022-12-31 | $16,634 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other income not declared elsewhere | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,935,489 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,546,985 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $117,095 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-26,031 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $9,017,832 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $26,713,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,075,934 |
Contract administrator fees | 2022-12-31 | $45,171 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,572,515 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $436,736 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JONES & ROTH PC |
Accountancy firm EIN | 2022-12-31 | 930819646 |
2021 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,026,387 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,026,387 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $330,521 |
Total of all expenses incurred | 2021-12-31 | $4,515,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $35,404,096 |
Value of total assets at beginning of year | 2021-12-31 | $38,712,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $76,651 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $14,305 |
Administrative expenses professional fees incurred | 2021-12-31 | $8,340 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $11,857 |
Other income not declared elsewhere | 2021-12-31 | $167 |
Administrative expenses (other) incurred | 2021-12-31 | $26,784 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $55 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $9,911 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,546,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,637,320 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $143,812 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $24,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $26,713,299 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $28,948,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,439,059 |
Contract administrator fees | 2021-12-31 | $31,616 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $3,813,423 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $3,482,902 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2021-12-31 | 930819646 |
2020 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,227,467 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,227,467 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $-361,462 |
Total of all expenses incurred | 2020-12-31 | $5,665,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $38,712,678 |
Value of total assets at beginning of year | 2020-12-31 | $42,456,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $88,784 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $61,562 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $11,857 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $18,118 |
Other income not declared elsewhere | 2020-12-31 | $28,305 |
Administrative expenses (other) incurred | 2020-12-31 | $88,784 |
Total non interest bearing cash at end of year | 2020-12-31 | $55 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $188 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,637,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,213,318 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $127,142 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $18,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $28,948,161 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $31,132,327 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,576,758 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $364,662 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $726,124 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2020-12-31 | 930819646 |
2019 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $12,234,781 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $12,234,781 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $960,758 |
Total of all expenses incurred | 2019-12-31 | $5,810,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $42,456,123 |
Value of total assets at beginning of year | 2019-12-31 | $35,106,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $101,374 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $258,342 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $18,118 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $69,637 |
Other income not declared elsewhere | 2019-12-31 | $-67,657 |
Administrative expenses (other) incurred | 2019-12-31 | $101,374 |
Total non interest bearing cash at end of year | 2019-12-31 | $188 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $40 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,213,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,767,516 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $110,290 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $22,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $31,132,327 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $22,277,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,708,804 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,039,057 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,078,299 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2019-12-31 | 930819646 |
2018 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-39,443,276 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $-2,871,274 |
Total of all expenses incurred | 2018-12-31 | $17,234,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $35,106,257 |
Value of total assets at beginning of year | 2018-12-31 | $94,311,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $116,966 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $230,823 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $69,637 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $23,224 |
Other income not declared elsewhere | 2018-12-31 | $67,944 |
Administrative expenses (other) incurred | 2018-12-31 | $116,966 |
Total non interest bearing cash at end of year | 2018-12-31 | $40 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,767,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,028,969 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-3,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $22,277,230 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $78,281,615 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $17,117,459 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,381,287 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $4,252,561 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2018-12-31 | 930819646 |
2017 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $22,985,940 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $-502,042 |
Total of all expenses incurred | 2017-12-31 | $12,727,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $94,311,251 |
Value of total assets at beginning of year | 2017-12-31 | $84,437,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $192,457 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $131,182 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $23,224 |
Other income not declared elsewhere | 2017-12-31 | $19,154 |
Administrative expenses (other) incurred | 2017-12-31 | $192,457 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $75,899 |
Total non interest bearing cash at end of year | 2017-12-31 | $667 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $222 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,028,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $78,281,615 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $61,507,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,535,022 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $4,424,728 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $4,926,770 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2017-12-31 | 930819646 |
2016 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-8,693,566 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-8,693,566 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $2,250,200 |
Total of all expenses incurred | 2016-12-31 | $12,753,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $84,437,784 |
Value of total assets at beginning of year | 2016-12-31 | $156,908,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $100,999 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $8,362 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $10,025,820 |
Other income not declared elsewhere | 2016-12-31 | $725,343 |
Administrative expenses (other) incurred | 2016-12-31 | $100,999 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $75,899 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $113,820 |
Total non interest bearing cash at end of year | 2016-12-31 | $222 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $22,930,285 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $18,749,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $61,507,277 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $128,047,988 |
Income. Dividends from common stock | 2016-12-31 | $8,891,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $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 2520.101-3 | 2016-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $72,867 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $72,370,780 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $70,120,580 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2016-12-31 | 930819646 |
2015 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $30,221,199 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $1,640,243 |
Total of all expenses incurred | 2015-12-31 | $12,843,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,708,898 |
Value of total assets at end of year | 2015-12-31 | $156,908,420 |
Value of total assets at beginning of year | 2015-12-31 | $109,105,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $134,748 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $18,350 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $10,025,820 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $240,338 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $10,035,830 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $113,820 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $108,405 |
Total non interest bearing cash at end of year | 2015-12-31 | $85,226 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $116,398 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $128,047,988 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $108,313,537 |
Income. Dividends from common stock | 2015-12-31 | $18,740,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,708,898 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $72,867 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $78,452 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,126,991 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $10,486,748 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2015-12-31 | 930819646 |
2014 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,802,758 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $-830,000 |
Total of all expenses incurred | 2014-12-31 | $15,346,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,207,105 |
Value of total assets at end of year | 2014-12-31 | $109,105,578 |
Value of total assets at beginning of year | 2014-12-31 | $117,164,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $139,253 |
Total interest from all sources | 2014-12-31 | $283 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $17,850 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $4,826 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $240,338 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $726,586 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,720 |
Other income not declared elsewhere | 2014-12-31 | $336,871 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $108,405 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $128,208 |
Total non interest bearing cash at end of year | 2014-12-31 | $551,703 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $121,403 |
Interest on participant loans | 2014-12-31 | $283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $108,313,537 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $116,106,039 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,207,105 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $78,452 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $75,798 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $14,765,260 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $15,595,260 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2014-12-31 | 930819646 |
2013 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-7,666,065 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $-229,485 |
Total of all expenses incurred | 2013-12-31 | $19,648,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $19,493,294 |
Value of total assets at end of year | 2013-12-31 | $117,164,893 |
Value of total assets at beginning of year | 2013-12-31 | $143,979,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $154,928 |
Total interest from all sources | 2013-12-31 | $458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $17,300 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $4,826 |
Participant contributions at beginning of year | 2013-12-31 | $5,247 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $726,586 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,720 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $75 |
Other income not declared elsewhere | 2013-12-31 | $726,586 |
Administrative expenses (other) incurred | 2013-12-31 | $137,628 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $128,208 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $158,967 |
Total non interest bearing cash at end of year | 2013-12-31 | $327,442 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $458 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $116,106,039 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $140,074,718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $19,493,294 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $75,798 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $49,005 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $16,073,129 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $16,302,614 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2013-12-31 | 930819646 |
2012 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $17,875,901 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 incurred | 2012-12-31 | $21,489,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $21,294,288 |
Value of total assets at end of year | 2012-12-31 | $143,979,942 |
Value of total assets at beginning of year | 2012-12-31 | $147,384,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $194,992 |
Total interest from all sources | 2012-12-31 | $509 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $18,065 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $5,247 |
Participant contributions at beginning of year | 2012-12-31 | $5,638 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $75 |
Administrative expenses (other) incurred | 2012-12-31 | $176,927 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $158,967 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,899,864 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $140,074,718 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $147,342,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $21,294,288 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $49,005 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2012-12-31 | 930819646 |
2011 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-79,770,345 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 incurred | 2011-12-31 | $32,773,132 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $32,731,036 |
Value of total assets at end of year | 2011-12-31 | $147,384,765 |
Value of total assets at beginning of year | 2011-12-31 | $259,927,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $42,096 |
Total interest from all sources | 2011-12-31 | $539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $16,950 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $5,638 |
Participant contributions at beginning of year | 2011-12-31 | $5,994 |
Administrative expenses (other) incurred | 2011-12-31 | $25,146 |
Total non interest bearing cash at end of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $539 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $161,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $161,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $147,342,722 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $257,185,656 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,574,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $32,731,036 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2011-12-31 | 930819646 |
2010 : JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-33,504,808 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $51,665,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $259,927,703 |
Value of total assets at beginning of year | 2010-12-31 | $337,087,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $265,146 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $29,463 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $5,994 |
Participant contributions at beginning of year | 2010-12-31 | $7,530 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $328,498 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $609 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $161,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $15,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $257,185,656 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $335,449,565 |
Contributions received in cash from employer | 2010-12-31 | $8,010,460 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,574,880 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,614,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $51,072,257 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2010-12-31 | 930819646 |
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 securities | 2009-12-31 | $0 |
2022: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JELD-WEN, INC EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |