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Plan Name | JELD-WEN 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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 |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | TIMOTHY CRAVEN | |||
003 | 2016-01-01 | TIMOTHY R CRAVEN | |||
003 | 2015-01-01 | TIMOTHY CRAVEN | |||
003 | 2014-01-01 | DAVID R. SHEIL | |||
003 | 2013-01-01 | R. C. WENDT | |||
003 | 2012-01-01 | RODERICK WENDT | |||
003 | 2011-01-01 | RODERICK WENDT | |||
003 | 2010-01-01 | RODERICK WENDT | JELD-WEN,INC. | 2011-10-10 | |
003 | 2009-01-01 | ROD WENDT |
Measure | Date | Value |
---|---|---|
2022: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 15,988 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10,576 |
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 | 4,768 |
Total of all active and inactive participants | 2022-01-01 | 15,344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 48 |
Total participants | 2022-01-01 | 15,392 |
Number of participants with account balances | 2022-01-01 | 14,998 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 13,795 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10,909 |
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 | 4,470 |
Total of all active and inactive participants | 2021-01-01 | 15,379 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 48 |
Total participants | 2021-01-01 | 15,427 |
Number of participants with account balances | 2021-01-01 | 14,806 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 14,178 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10,242 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4,054 |
Total of all active and inactive participants | 2020-01-01 | 14,296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 34 |
Total participants | 2020-01-01 | 14,330 |
Number of participants with account balances | 2020-01-01 | 13,483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 13,437 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10,137 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4,023 |
Total of all active and inactive participants | 2019-01-01 | 14,160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 14,178 |
Number of participants with account balances | 2019-01-01 | 13,390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 12,490 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9,846 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3,576 |
Total of all active and inactive participants | 2018-01-01 | 13,422 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 15 |
Total participants | 2018-01-01 | 13,437 |
Number of participants with account balances | 2018-01-01 | 12,668 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 11,862 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9,289 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3,190 |
Total of all active and inactive participants | 2017-01-01 | 12,479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 12,489 |
Number of participants with account balances | 2017-01-01 | 11,784 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 11,881 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8,969 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,891 |
Total of all active and inactive participants | 2016-01-01 | 11,860 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11,860 |
Number of participants with account balances | 2016-01-01 | 11,242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 11,468 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9,419 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,429 |
Total of all active and inactive participants | 2015-01-01 | 11,848 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 33 |
Total participants | 2015-01-01 | 11,881 |
Number of participants with account balances | 2015-01-01 | 10,980 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 11,662 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9,253 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,180 |
Total of all active and inactive participants | 2014-01-01 | 11,433 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 35 |
Total participants | 2014-01-01 | 11,468 |
Number of participants with account balances | 2014-01-01 | 10,665 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 10,406 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9,593 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,041 |
Total of all active and inactive participants | 2013-01-01 | 11,634 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 28 |
Total participants | 2013-01-01 | 11,662 |
Number of participants with account balances | 2013-01-01 | 10,747 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8,652 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8,780 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,619 |
Total of all active and inactive participants | 2012-01-01 | 10,399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 10,406 |
Number of participants with account balances | 2012-01-01 | 9,073 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 9,115 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7,224 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,419 |
Total of all active and inactive participants | 2011-01-01 | 8,643 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 8,652 |
Number of participants with account balances | 2011-01-01 | 8,002 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 9,334 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7,703 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,412 |
Total of all active and inactive participants | 2010-01-01 | 9,115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9,115 |
Number of participants with account balances | 2010-01-01 | 8,381 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 10,305 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8,324 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,010 |
Total of all active and inactive participants | 2009-01-01 | 9,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9,334 |
Number of participants with account balances | 2009-01-01 | 8,555 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $220,149 |
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 | $-3,915,840 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $48,652,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $47,823,805 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $25,278 |
Value of total corrective distributions | 2022-12-31 | $4,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $69,027,580 |
Value of total assets at end of year | 2022-12-31 | $390,725,918 |
Value of total assets at beginning of year | 2022-12-31 | $443,073,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $798,415 |
Total interest from all sources | 2022-12-31 | $563,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,353,529 |
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 | $4,353,529 |
Administrative expenses professional fees incurred | 2022-12-31 | $17,840 |
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 |
Contributions received from participants | 2022-12-31 | $41,089,446 |
Participant contributions at end of year | 2022-12-31 | $12,701,896 |
Participant contributions at beginning of year | 2022-12-31 | $10,562,328 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,058,494 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $4,691 |
Other income not declared elsewhere | 2022-12-31 | $587,633 |
Administrative expenses (other) incurred | 2022-12-31 | $1,000 |
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 | $-52,568,188 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $390,725,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $443,073,957 |
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 | $86,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $286,408,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $308,016,521 |
Interest on participant loans | 2022-12-31 | $563,278 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $91,614,467 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $124,495,108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-57,998,717 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-20,449,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 |
Contributions received in cash from employer | 2022-12-31 | $23,879,640 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $47,819,114 |
Contract administrator fees | 2022-12-31 | $693,325 |
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 |
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 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $738,491 |
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 | $115,850 |
Total income from all sources (including contributions) | 2021-12-31 | $117,439,429 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $39,411,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $38,596,405 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $35,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $62,534,064 |
Value of total assets at end of year | 2021-12-31 | $443,073,957 |
Value of total assets at beginning of year | 2021-12-31 | $364,423,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $780,116 |
Total interest from all sources | 2021-12-31 | $543,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,188,136 |
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 | $4,188,136 |
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 |
Contributions received from participants | 2021-12-31 | $34,003,811 |
Participant contributions at end of year | 2021-12-31 | $10,562,328 |
Participant contributions at beginning of year | 2021-12-31 | $10,383,334 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,258,416 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $115,850 |
Other income not declared elsewhere | 2021-12-31 | $249,963 |
Administrative expenses (other) incurred | 2021-12-31 | $345,866 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1 |
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 | $78,027,662 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $443,073,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $364,307,804 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $308,016,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $290,195,352 |
Interest on participant loans | 2021-12-31 | $543,174 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $124,495,108 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $63,844,967 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $36,956,721 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,967,371 |
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 |
Contributions received in cash from employer | 2021-12-31 | $20,271,837 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $38,594,409 |
Contract administrator fees | 2021-12-31 | $434,250 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JONES & ROTH PC |
Accountancy firm EIN | 2021-12-31 | 930819646 |
2020 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $337,675 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $115,850 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $155,277 |
Total income from all sources (including contributions) | 2020-12-31 | $90,776,683 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $58,220,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $57,484,343 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $47,449,157 |
Value of total assets at end of year | 2020-12-31 | $364,423,654 |
Value of total assets at beginning of year | 2020-12-31 | $331,569,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $736,191 |
Total interest from all sources | 2020-12-31 | $548,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,254,428 |
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 | $4,254,428 |
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 |
Contributions received from participants | 2020-12-31 | $26,853,516 |
Participant contributions at end of year | 2020-12-31 | $10,383,334 |
Participant contributions at beginning of year | 2020-12-31 | $10,307,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,925,073 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $115,850 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $155,277 |
Other income not declared elsewhere | 2020-12-31 | $96,783 |
Administrative expenses (other) incurred | 2020-12-31 | $736,191 |
Total non interest bearing cash at end of year | 2020-12-31 | $1 |
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 | $32,556,149 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $364,307,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $331,413,980 |
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 | $290,195,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $266,265,146 |
Interest on participant loans | 2020-12-31 | $548,822 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $63,844,967 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $54,997,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $30,975,281 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $7,452,212 |
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 |
Contributions received in cash from employer | 2020-12-31 | $16,670,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $57,484,343 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2020-12-31 | 930819646 |
2019 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $533,884 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $155,277 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $148,685 |
Total income from all sources (including contributions) | 2019-12-31 | $102,583,377 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $51,998,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $51,283,571 |
Value of total corrective distributions | 2019-12-31 | $4,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $43,324,104 |
Value of total assets at end of year | 2019-12-31 | $331,569,257 |
Value of total assets at beginning of year | 2019-12-31 | $280,443,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $710,441 |
Total interest from all sources | 2019-12-31 | $565,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,472,334 |
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 | $5,472,334 |
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 |
Contributions received from participants | 2019-12-31 | $24,511,956 |
Participant contributions at end of year | 2019-12-31 | $10,307,060 |
Participant contributions at beginning of year | 2019-12-31 | $10,193,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,119,375 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $155,277 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $148,685 |
Other income not declared elsewhere | 2019-12-31 | $126,644 |
Administrative expenses (other) incurred | 2019-12-31 | $710,441 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $50,585,343 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $331,413,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $280,294,753 |
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 | $266,265,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $221,064,874 |
Interest on participant loans | 2019-12-31 | $565,641 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $54,997,051 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $49,185,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $42,754,887 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $10,339,767 |
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 |
Contributions received in cash from employer | 2019-12-31 | $15,692,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $51,283,571 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2019-12-31 | 930819646 |
2018 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $2,062,182 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $148,685 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $106,168 |
Total income from all sources (including contributions) | 2018-12-31 | $47,228,271 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $40,933,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $40,180,623 |
Value of total corrective distributions | 2018-12-31 | $54,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $61,907,596 |
Value of total assets at end of year | 2018-12-31 | $280,443,438 |
Value of total assets at beginning of year | 2018-12-31 | $272,043,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $697,898 |
Total interest from all sources | 2018-12-31 | $473,587 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,768,909 |
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 | $4,768,909 |
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 |
Contributions received from participants | 2018-12-31 | $23,302,174 |
Participant contributions at end of year | 2018-12-31 | $10,193,265 |
Participant contributions at beginning of year | 2018-12-31 | $8,514,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,585,772 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $148,685 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $106,168 |
Other income not declared elsewhere | 2018-12-31 | $47,380 |
Administrative expenses (other) incurred | 2018-12-31 | $697,898 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $6,294,834 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $280,294,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $271,937,737 |
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 | $221,064,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $229,614,048 |
Interest on participant loans | 2018-12-31 | $473,587 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $49,185,299 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $33,830,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-17,974,016 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,995,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
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 |
Contributions received in cash from employer | 2018-12-31 | $15,019,650 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $84,004 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $40,180,623 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2018-12-31 | 930819646 |
2017 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $14,764,252 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $106,168 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $83,443 |
Total income from all sources (including contributions) | 2017-12-31 | $80,696,556 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $33,137,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $32,479,424 |
Value of total corrective distributions | 2017-12-31 | $661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $43,486,299 |
Value of total assets at end of year | 2017-12-31 | $272,043,905 |
Value of total assets at beginning of year | 2017-12-31 | $209,697,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $657,516 |
Total interest from all sources | 2017-12-31 | $350,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,803,680 |
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 | $3,803,680 |
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 |
Contributions received from participants | 2017-12-31 | $20,297,057 |
Participant contributions at end of year | 2017-12-31 | $8,514,984 |
Participant contributions at beginning of year | 2017-12-31 | $7,410,520 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $9,928,223 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $106,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $83,443 |
Other income not declared elsewhere | 2017-12-31 | $54,279 |
Administrative expenses (other) incurred | 2017-12-31 | $657,516 |
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 | $47,558,955 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $271,937,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $209,614,530 |
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 | $229,614,048 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $172,675,677 |
Interest on participant loans | 2017-12-31 | $350,628 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $33,830,869 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $29,142,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $29,405,012 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,596,658 |
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 |
Contributions received in cash from employer | 2017-12-31 | $13,261,019 |
Employer contributions (assets) at end of year | 2017-12-31 | $84,004 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $469,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $32,479,424 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2017-12-31 | 930819646 |
2016 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $1,015,270 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $83,443 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $255,741 |
Total income from all sources (including contributions) | 2016-12-31 | $48,539,571 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $23,650,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $22,837,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $33,305,784 |
Value of total assets at end of year | 2016-12-31 | $209,697,973 |
Value of total assets at beginning of year | 2016-12-31 | $183,966,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $813,814 |
Total interest from all sources | 2016-12-31 | $266,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,408,760 |
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 | $3,408,760 |
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 |
Contributions received from participants | 2016-12-31 | $19,264,674 |
Participant contributions at end of year | 2016-12-31 | $7,410,520 |
Participant contributions at beginning of year | 2016-12-31 | $6,345,701 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,383,209 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $83,443 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $255,741 |
Administrative expenses (other) incurred | 2016-12-31 | $813,814 |
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 | $24,888,602 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $209,614,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $183,710,658 |
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 | $172,675,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $160,768,681 |
Interest on participant loans | 2016-12-31 | $266,508 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $29,142,171 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $7,513,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $11,066,113 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $492,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $12,657,901 |
Employer contributions (assets) at end of year | 2016-12-31 | $469,605 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,338,180 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $22,837,155 |
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 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2016-12-31 | 930819646 |
2015 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $819,211 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $255,741 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $275,892 |
Total income from all sources (including contributions) | 2015-12-31 | $27,803,942 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $19,416,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,470,255 |
Value of total corrective distributions | 2015-12-31 | $129,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $28,164,105 |
Value of total assets at end of year | 2015-12-31 | $183,966,399 |
Value of total assets at beginning of year | 2015-12-31 | $174,779,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $816,596 |
Total interest from all sources | 2015-12-31 | $234,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $7,557,840 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,557,840 |
Administrative expenses professional fees incurred | 2015-12-31 | $62,429 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $17,709,707 |
Participant contributions at end of year | 2015-12-31 | $6,345,701 |
Participant contributions at beginning of year | 2015-12-31 | $5,501,284 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $12 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,096,882 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $255,741 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $275,892 |
Administrative expenses (other) incurred | 2015-12-31 | $648,616 |
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 | $8,387,461 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $183,710,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $174,503,986 |
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 | $105,551 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $160,768,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $153,891,486 |
Interest on participant loans | 2015-12-31 | $234,555 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,513,837 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $6,400,359 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-8,432,424 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $279,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $9,357,516 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,338,180 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $8,986,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $18,470,255 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JONES & ROTH |
Accountancy firm EIN | 2015-12-31 | 930819646 |
2014 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,182,984 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $275,892 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $133,625 |
Total income from all sources (including contributions) | 2014-12-31 | $39,756,566 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $18,625,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $17,691,038 |
Value of total corrective distributions | 2014-12-31 | $130,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $29,380,103 |
Value of total assets at end of year | 2014-12-31 | $174,779,878 |
Value of total assets at beginning of year | 2014-12-31 | $152,323,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $804,087 |
Total interest from all sources | 2014-12-31 | $179,154 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,501,076 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,501,076 |
Administrative expenses professional fees incurred | 2014-12-31 | $58,677 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $17,151,389 |
Participant contributions at end of year | 2014-12-31 | $5,501,284 |
Participant contributions at beginning of year | 2014-12-31 | $4,456,820 |
Participant contributions at end of year | 2014-12-31 | $12 |
Participant contributions at beginning of year | 2014-12-31 | $8,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,241,977 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $275,892 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $133,625 |
Administrative expenses (other) incurred | 2014-12-31 | $668,898 |
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 | $21,130,804 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $174,503,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $152,190,198 |
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 | $76,512 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $153,891,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $132,333,047 |
Interest on participant loans | 2014-12-31 | $179,154 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $6,400,359 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,915,671 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,461,288 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $234,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,986,737 |
Employer contributions (assets) at end of year | 2014-12-31 | $8,986,737 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,609,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,691,038 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | JONES & ROTH |
Accountancy firm EIN | 2014-12-31 | 930819646 |
2013 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,604,830 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $133,625 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $110,542 |
Total income from all sources (including contributions) | 2013-12-31 | $48,382,053 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $17,173,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $16,449,269 |
Value of total corrective distributions | 2013-12-31 | $12,792 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,404,049 |
Value of total assets at end of year | 2013-12-31 | $152,323,823 |
Value of total assets at beginning of year | 2013-12-31 | $119,487,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $711,143 |
Total interest from all sources | 2013-12-31 | $149,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,475,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,475,178 |
Administrative expenses professional fees incurred | 2013-12-31 | $67,630 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $16,343,577 |
Participant contributions at end of year | 2013-12-31 | $4,456,820 |
Participant contributions at beginning of year | 2013-12-31 | $3,522,943 |
Participant contributions at end of year | 2013-12-31 | $8,426 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $323,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $133,625 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $110,542 |
Administrative expenses (other) incurred | 2013-12-31 | $626,013 |
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 | $31,208,849 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $152,190,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $119,376,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $17,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $132,333,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $101,901,663 |
Interest on participant loans | 2013-12-31 | $149,158 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,915,671 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,938,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $19,142,951 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $210,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,736,476 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,609,859 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $7,124,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $16,449,269 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | JONES & ROTH |
Accountancy firm EIN | 2013-12-31 | 930819646 |
2012 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $8,645,258 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $110,542 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $108,722 |
Total income from all sources (including contributions) | 2012-12-31 | $33,401,787 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $12,749,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $12,138,721 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $11,192 |
Value of total corrective distributions | 2012-12-31 | $181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $21,521,728 |
Value of total assets at end of year | 2012-12-31 | $119,487,061 |
Value of total assets at beginning of year | 2012-12-31 | $90,188,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $599,802 |
Total interest from all sources | 2012-12-31 | $120,936 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,531,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,531,071 |
Administrative expenses professional fees incurred | 2012-12-31 | $18,550 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $13,905,283 |
Participant contributions at end of year | 2012-12-31 | $3,522,943 |
Participant contributions at beginning of year | 2012-12-31 | $2,723,591 |
Participant contributions at beginning of year | 2012-12-31 | $135,613 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $491,775 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,279 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $110,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $108,722 |
Administrative expenses (other) incurred | 2012-12-31 | $573,752 |
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 | $20,651,891 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $119,376,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $90,079,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $7,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $101,901,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $74,425,429 |
Interest on participant loans | 2012-12-31 | $120,936 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,938,138 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,969,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $9,034,809 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $193,243 |
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 |
Contributions received in cash from employer | 2012-12-31 | $7,124,670 |
Employer contributions (assets) at end of year | 2012-12-31 | $7,124,317 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $6,931,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $12,138,721 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JONES & ROTH |
Accountancy firm EIN | 2012-12-31 | 930819646 |
2011 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $5,259,689 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $108,722 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $116,569 |
Total income from all sources (including contributions) | 2011-12-31 | $20,620,048 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $7,811,220 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,273,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $20,731,730 |
Value of total assets at end of year | 2011-12-31 | $90,188,092 |
Value of total assets at beginning of year | 2011-12-31 | $72,127,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $537,687 |
Total interest from all sources | 2011-12-31 | $90,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,906,980 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,906,980 |
Administrative expenses professional fees incurred | 2011-12-31 | $10,140 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $13,633,214 |
Participant contributions at end of year | 2011-12-31 | $2,723,591 |
Participant contributions at beginning of year | 2011-12-31 | $1,913,553 |
Participant contributions at end of year | 2011-12-31 | $135,613 |
Participant contributions at beginning of year | 2011-12-31 | $121,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $166,988 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,279 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,506 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $108,722 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $116,569 |
Administrative expenses (other) incurred | 2011-12-31 | $527,547 |
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 | $12,808,828 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $90,079,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $72,010,853 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $74,425,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $65,158,058 |
Interest on participant loans | 2011-12-31 | $90,901 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,969,652 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,931,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,361,495 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $251,932 |
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 |
Contributions received in cash from employer | 2011-12-31 | $6,931,528 |
Employer contributions (assets) at end of year | 2011-12-31 | $6,931,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,273,533 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JONES & ROTH |
Accountancy firm EIN | 2011-12-31 | 930819646 |
2010 : JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $403,333 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $116,569 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $119,534 |
Total income from all sources (including contributions) | 2010-12-31 | $22,110,479 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,184,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,622,169 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,855,194 |
Value of total assets at end of year | 2010-12-31 | $72,127,422 |
Value of total assets at beginning of year | 2010-12-31 | $55,800,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $561,847 |
Total interest from all sources | 2010-12-31 | $63,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,742,825 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,742,825 |
Administrative expenses professional fees incurred | 2010-12-31 | $29,629 |
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 |
Contributions received from participants | 2010-12-31 | $13,678,987 |
Participant contributions at end of year | 2010-12-31 | $1,913,553 |
Participant contributions at beginning of year | 2010-12-31 | $1,240,446 |
Participant contributions at end of year | 2010-12-31 | $121,765 |
Participant contributions at beginning of year | 2010-12-31 | $112,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $176,207 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,506 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,819 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $116,569 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $119,534 |
Administrative expenses (other) incurred | 2010-12-31 | $532,218 |
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 | $15,926,463 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $72,010,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $55,681,057 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $65,158,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $48,687,784 |
Interest on participant loans | 2010-12-31 | $63,084 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,931,540 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,756,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,149,816 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $299,560 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,622,169 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | JONES & ROTH |
Accountancy firm EIN | 2010-12-31 | 930819646 |
2009 : JELD-WEN 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JELD-WEN 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 401(K) RETIREMENT SAVINGS 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 |
2010: JELD-WEN 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JELD-WEN 401(K) RETIREMENT SAVINGS 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 |