401k Plan data: JELD-WEN, INC. KSOP plan

JELD-WEN, INC. KSOP 401k Plan overview

Plan Name	JELD-WEN, INC. KSOP
Plan identification number	006

JELD-WEN, INC. KSOP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: JELD-WEN HOLDING, INC.

Employer identification number (EIN): 931273278

NAIC Classification: 321900

Additional information about JELD-WEN HOLDING, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1999-06-18

Company Identification Number: 69671585

Legal Registered Office Address: 388 STATE ST

SALEM
United States of America (USA)
97301

More information about JELD-WEN HOLDING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JELD-WEN, INC. KSOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01
006 2021-01-01
006 2020-01-01
006 2019-01-01
006 2018-01-01
006 2017-01-01 TIMOTHY CRAVEN
006 2016-08-16 TIMOTHY R CRAVEN

Plan Statistics for JELD-WEN, INC. KSOP

401k plan membership statisitcs for JELD-WEN, INC. KSOP

Measure Date Value
2022: JELD-WEN, INC. KSOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,852
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,425
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,289
Total of all active and inactive participants 2022-01-01 2,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 28
Total participants 2022-01-01 2,742
Number of participants with account balances 2022-01-01 2,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JELD-WEN, INC. KSOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,976
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,561
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,240
Total of all active and inactive participants 2021-01-01 2,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 32
Total participants 2021-01-01 2,833
Number of participants with account balances 2021-01-01 2,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JELD-WEN, INC. KSOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,308
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,691
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,220
Total of all active and inactive participants 2020-01-01 2,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 29
Total participants 2020-01-01 2,944
Number of participants with account balances 2020-01-01 2,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JELD-WEN, INC. KSOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,759
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,848
Number of retired or separated participants receiving benefits 2019-01-01 73
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,364
Total of all active and inactive participants 2019-01-01 3,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 23
Total participants 2019-01-01 3,308
Number of participants with account balances 2019-01-01 3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JELD-WEN, INC. KSOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,520
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,218
Number of retired or separated participants receiving benefits 2018-01-01 134
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,376
Total of all active and inactive participants 2018-01-01 3,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 31
Total participants 2018-01-01 3,759
Number of participants with account balances 2018-01-01 3,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JELD-WEN, INC. KSOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,891
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,563
Number of retired or separated participants receiving benefits 2017-01-01 206
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,739
Total of all active and inactive participants 2017-01-01 4,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 12
Total participants 2017-01-01 4,520
Number of participants with account balances 2017-01-01 4,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JELD-WEN, INC. KSOP 2016 401k membership
Total participants, beginning-of-year 2016-08-16 4,910
Total number of active participants reported on line 7a of the Form 5500 2016-08-16 2,929
Number of retired or separated participants receiving benefits 2016-08-16 0
Number of other retired or separated participants entitled to future benefits 2016-08-16 1,946
Total of all active and inactive participants 2016-08-16 4,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-16 16
Total participants 2016-08-16 4,891
Number of participants with account balances 2016-08-16 4,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-16 0

Measure	Date	Value
2022: JELD-WEN, INC. KSOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,852
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,425
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,289
Total of all active and inactive participants	2022-01-01	2,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	28
Total participants	2022-01-01	2,742
Number of participants with account balances	2022-01-01	2,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JELD-WEN, INC. KSOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,976
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,561
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,240
Total of all active and inactive participants	2021-01-01	2,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	32
Total participants	2021-01-01	2,833
Number of participants with account balances	2021-01-01	2,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JELD-WEN, INC. KSOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,308
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,691
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,220
Total of all active and inactive participants	2020-01-01	2,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	29
Total participants	2020-01-01	2,944
Number of participants with account balances	2020-01-01	2,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JELD-WEN, INC. KSOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,759
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,848
Number of retired or separated participants receiving benefits	2019-01-01	73
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,364
Total of all active and inactive participants	2019-01-01	3,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	23
Total participants	2019-01-01	3,308
Number of participants with account balances	2019-01-01	3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JELD-WEN, INC. KSOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,520
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,218
Number of retired or separated participants receiving benefits	2018-01-01	134
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,376
Total of all active and inactive participants	2018-01-01	3,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	31
Total participants	2018-01-01	3,759
Number of participants with account balances	2018-01-01	3,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JELD-WEN, INC. KSOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,891
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,563
Number of retired or separated participants receiving benefits	2017-01-01	206
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,739
Total of all active and inactive participants	2017-01-01	4,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	12
Total participants	2017-01-01	4,520
Number of participants with account balances	2017-01-01	4,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JELD-WEN, INC. KSOP 2016 401k membership
Total participants, beginning-of-year	2016-08-16	4,910
Total number of active participants reported on line 7a of the Form 5500	2016-08-16	2,929
Number of retired or separated participants receiving benefits	2016-08-16	0
Number of other retired or separated participants entitled to future benefits	2016-08-16	1,946
Total of all active and inactive participants	2016-08-16	4,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-16	16
Total participants	2016-08-16	4,891
Number of participants with account balances	2016-08-16	4,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-16	0

Financial Data on JELD-WEN, INC. KSOP

Measure	Date	Value
2022 : JELD-WEN, INC. KSOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-12,181,819
Total unrealized appreciation/depreciation of assets	2022-12-31	$-12,181,819
Total transfer of assets from this plan	2022-12-31	$115,003
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	$-11,843,875
Total loss/gain on sale of assets	2022-12-31	$307,411
Total of all expenses incurred	2022-12-31	$1,335,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,264,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$11,434,995
Value of total assets at beginning of year	2022-12-31	$24,729,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,795
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$78,871
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	$78,871
Administrative expenses professional fees incurred	2022-12-31	$13,840
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
Other income not declared elsewhere	2022-12-31	$3,694
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	$-13,179,134
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,434,995
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,729,132
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	$9,904
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,717,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,098,017
Value of interest in common/collective trusts at end of year	2022-12-31	$81,097
Value of interest in common/collective trusts at beginning of year	2022-12-31	$99,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-34,044
Net investment gain or loss from common/collective trusts	2022-12-31	$-17,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$6,636,364
Assets. Invements in employer securities at beginning of year	2022-12-31	$19,531,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,264,464
Contract administrator fees	2022-12-31	$47,051
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,099,867
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$792,456
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES & ROTH PC
Accountancy firm EIN	2022-12-31	930819646
2021 : JELD-WEN, INC. KSOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$727,902
Total unrealized appreciation/depreciation of assets	2021-12-31	$727,902
Total transfer of assets from this plan	2021-12-31	$506,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11,769
Total income from all sources (including contributions)	2021-12-31	$980,149
Total loss/gain on sale of assets	2021-12-31	$179,588
Total of all expenses incurred	2021-12-31	$2,135,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,065,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$24,729,132
Value of total assets at beginning of year	2021-12-31	$26,402,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$69,303
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,953
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	$10,953
Administrative expenses professional fees incurred	2021-12-31	$8,372
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$11,769
Other income not declared elsewhere	2021-12-31	$116
Administrative expenses (other) incurred	2021-12-31	$23,869
Total non interest bearing cash at beginning of year	2021-12-31	$7
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	$-1,155,071
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,729,132
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,390,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$4,967
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,098,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,645,591
Value of interest in common/collective trusts at end of year	2021-12-31	$99,448
Value of interest in common/collective trusts at beginning of year	2021-12-31	$86,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$44,482
Net investment gain or loss from common/collective trusts	2021-12-31	$17,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$19,531,667
Assets. Invements in employer securities at beginning of year	2021-12-31	$20,670,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,065,917
Contract administrator fees	2021-12-31	$32,095
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$2,277,342
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$2,097,754
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2021-12-31	930819646
2020 : JELD-WEN, INC. KSOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$1,594,508
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,594,508
Total transfer of assets from this plan	2020-12-31	$280,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,323
Total income from all sources (including contributions)	2020-12-31	$1,443,639
Total loss/gain on sale of assets	2020-12-31	$-215,681
Total of all expenses incurred	2020-12-31	$2,842,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,765,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$26,402,760
Value of total assets at beginning of year	2020-12-31	$28,085,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,420
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$37,558
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	$37,558
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$4,421
Administrative expenses (other) incurred	2020-12-31	$76,420
Liabilities. Value of operating payables at end of year	2020-12-31	$11,769
Liabilities. Value of operating payables at beginning of year	2020-12-31	$15,323
Total non interest bearing cash at end of year	2020-12-31	$7
Total non interest bearing cash at beginning of year	2020-12-31	$-3
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	$-1,398,779
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,390,991
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,070,561
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	$5,645,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,490,625
Value of interest in common/collective trusts at end of year	2020-12-31	$86,480
Value of interest in common/collective trusts at beginning of year	2020-12-31	$72,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,594
Net investment gain or loss from common/collective trusts	2020-12-31	$13,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$20,670,682
Assets. Invements in employer securities at beginning of year	2020-12-31	$21,522,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,765,998
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$318,469
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$534,150
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2020-12-31	930819646
2019 : JELD-WEN, INC. KSOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$8,458,238
Total unrealized appreciation/depreciation of assets	2019-12-31	$8,458,238
Total transfer of assets from this plan	2019-12-31	$288,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$83,716
Total income from all sources (including contributions)	2019-12-31	$9,236,163
Total loss/gain on sale of assets	2019-12-31	$575,594
Total of all expenses incurred	2019-12-31	$3,184,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,097,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$28,085,884
Value of total assets at beginning of year	2019-12-31	$22,390,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$86,050
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$140,199
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	$140,199
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$62,323
Other income not declared elsewhere	2019-12-31	$9,567
Administrative expenses (other) incurred	2019-12-31	$86,050
Liabilities. Value of operating payables at end of year	2019-12-31	$15,323
Liabilities. Value of operating payables at beginning of year	2019-12-31	$21,393
Total non interest bearing cash at end of year	2019-12-31	$-3
Total non interest bearing cash at beginning of year	2019-12-31	$19
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	$6,052,159
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,070,561
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,306,697
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	$6,490,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,411,519
Value of interest in common/collective trusts at end of year	2019-12-31	$72,529
Value of interest in common/collective trusts at beginning of year	2019-12-31	$50,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$36,839
Net investment gain or loss from common/collective trusts	2019-12-31	$15,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$21,522,733
Assets. Invements in employer securities at beginning of year	2019-12-31	$14,928,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,097,954
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$1,201,448
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$625,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2019-12-31	930819646
2018 : JELD-WEN, INC. KSOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-26,432,030
Total unrealized appreciation/depreciation of assets	2018-12-31	$-26,432,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$83,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,800
Total income from all sources (including contributions)	2018-12-31	$-27,930,802
Total loss/gain on sale of assets	2018-12-31	$-1,635,830
Total of all expenses incurred	2018-12-31	$8,676,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,569,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$22,390,413
Value of total assets at beginning of year	2018-12-31	$58,933,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$106,335
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$134,042
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	$134,042
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$62,323
Other income not declared elsewhere	2018-12-31	$6,328
Administrative expenses (other) incurred	2018-12-31	$106,335
Liabilities. Value of operating payables at end of year	2018-12-31	$21,393
Liabilities. Value of operating payables at beginning of year	2018-12-31	$19,800
Total non interest bearing cash at end of year	2018-12-31	$19
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	$-36,607,022
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,306,697
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$58,913,719
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	$7,411,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,079,170
Value of interest in common/collective trusts at end of year	2018-12-31	$50,332
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-419
Net investment gain or loss from common/collective trusts	2018-12-31	$-2,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$14,928,543
Assets. Invements in employer securities at beginning of year	2018-12-31	$49,854,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,569,885
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$1,454,506
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$3,090,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2018-12-31	930819646
2017 : JELD-WEN, INC. KSOP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$20,321,640
Total unrealized appreciation/depreciation of assets	2017-12-31	$20,321,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$19,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$16,207,535
Total loss/gain on sale of assets	2017-12-31	$-4,195,422
Total of all expenses incurred	2017-12-31	$18,027,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,852,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$58,933,519
Value of total assets at beginning of year	2017-12-31	$60,734,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$175,628
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$69,778
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	$69,778
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$1,766
Administrative expenses (other) incurred	2017-12-31	$175,628
Liabilities. Value of operating payables at end of year	2017-12-31	$19,800
Total non interest bearing cash at beginning of year	2017-12-31	$179
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	$-1,820,387
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$58,913,719
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$60,734,106
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	$9,079,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,050,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$49,854,349
Assets. Invements in employer securities at beginning of year	2017-12-31	$50,683,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,852,294
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$11,113,006
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$15,308,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2017-12-31	930819646
2016 : JELD-WEN, INC. KSOP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-9,418,674
Total unrealized appreciation/depreciation of assets	2016-12-31	$-9,418,674
Total transfer of assets to this plan	2016-12-31	$62,830,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$-2,086,998
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$9,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$60,734,106
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$412
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$7,331,091
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	$4,550
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	No
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
Administrative expenses (other) incurred	2016-12-31	$412
Total non interest bearing cash at end of year	2016-12-31	$179
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	$-2,096,201
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$60,734,106
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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	$10,050,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$50,683,376
Income. Dividends from common stock	2016-12-31	$7,326,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,791
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2016-12-31	930819646

Form 5500 Responses for JELD-WEN, INC. KSOP

2022: JELD-WEN, INC. KSOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JELD-WEN, INC. KSOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JELD-WEN, INC. KSOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JELD-WEN, INC. KSOP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JELD-WEN, INC. KSOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JELD-WEN, INC. KSOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JELD-WEN, INC. KSOP 2016 form 5500 responses
2016-08-16	Type of plan entity	Single employer plan
2016-08-16	First time form 5500 has been submitted	Yes
2016-08-16	Submission has been amended	No
2016-08-16	This submission is the final filing	No
2016-08-16	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-16	Plan is a collectively bargained plan	No
2016-08-16	Plan funding arrangement – Trust	Yes
2016-08-16	Plan benefit arrangement - Trust	Yes

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

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