WACKER CHEMICAL CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : WACKER UNION SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $600,434 |
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 | $-2,536,140 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,038,750 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,009,584 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $3,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,337,930 |
Value of total assets at end of year | 2022-12-31 | $27,914,013 |
Value of total assets at beginning of year | 2022-12-31 | $33,089,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,512 |
Total interest from all sources | 2022-12-31 | $52,287 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,471,657 |
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 | $1,471,657 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 | $1,387,882 |
Participant contributions at end of year | 2022-12-31 | $1,121,408 |
Participant contributions at beginning of year | 2022-12-31 | $1,189,774 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $63,259 |
Other income not declared elsewhere | 2022-12-31 | $1,600 |
Administrative expenses (other) incurred | 2022-12-31 | $25,512 |
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 | $-4,574,890 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,914,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $33,089,337 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $25,145,583 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,052,626 |
Interest on participant loans | 2022-12-31 | $52,287 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,647,022 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $846,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,427,352 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $27,738 |
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 | $886,789 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,009,584 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : WACKER UNION SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $527,481 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $5,962,680 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,687,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,633,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,216,314 |
Value of total assets at end of year | 2021-12-31 | $33,089,337 |
Value of total assets at beginning of year | 2021-12-31 | $30,341,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $53,628 |
Total interest from all sources | 2021-12-31 | $52,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,919,302 |
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 | $1,919,302 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,366,539 |
Participant contributions at end of year | 2021-12-31 | $1,189,774 |
Participant contributions at beginning of year | 2021-12-31 | $996,468 |
Other income not declared elsewhere | 2021-12-31 | $367 |
Administrative expenses (other) incurred | 2021-12-31 | $53,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,275,259 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,089,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,341,559 |
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 | $31,052,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,507,055 |
Interest on participant loans | 2021-12-31 | $52,853 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $846,937 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $838,036 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,762,655 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,189 |
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 | $849,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,633,793 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : WACKER UNION SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $29,948 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,808,618 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,616,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,561,651 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,321,114 |
Value of total assets at end of year | 2020-12-31 | $30,341,559 |
Value of total assets at beginning of year | 2020-12-31 | $26,179,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $51,767 |
Total interest from all sources | 2020-12-31 | $51,985 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,328,634 |
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 | $1,328,634 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,306,765 |
Participant contributions at end of year | 2020-12-31 | $996,468 |
Participant contributions at beginning of year | 2020-12-31 | $890,970 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $186,292 |
Other income not declared elsewhere | 2020-12-31 | $827 |
Administrative expenses (other) incurred | 2020-12-31 | $51,767 |
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 | $4,191,794 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,341,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,179,713 |
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 | $28,507,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,404,579 |
Interest on participant loans | 2020-12-31 | $51,985 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $838,036 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $884,164 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,089,279 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,779 |
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 | $828,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,561,651 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : WACKER UNION SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $4,642 |
Total transfer of assets from this plan | 2019-12-31 | $28,485 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,385,083 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,163,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,133,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,168,794 |
Value of total assets at end of year | 2019-12-31 | $26,179,713 |
Value of total assets at beginning of year | 2019-12-31 | $21,981,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,034 |
Total interest from all sources | 2019-12-31 | $51,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,675,880 |
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 | $1,675,880 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,321,906 |
Participant contributions at end of year | 2019-12-31 | $890,970 |
Participant contributions at beginning of year | 2019-12-31 | $921,054 |
Administrative expenses (other) incurred | 2019-12-31 | $30,034 |
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 | $4,221,740 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,179,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,981,816 |
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 | $24,404,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,073,652 |
Interest on participant loans | 2019-12-31 | $51,531 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $884,164 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $987,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,469,457 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $19,421 |
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 | $846,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,133,309 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : WACKER UNION SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $18,409 |
Total transfer of assets from this plan | 2018-12-31 | $22,238 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $761,884 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,787,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,773,893 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $7,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,033,701 |
Value of total assets at end of year | 2018-12-31 | $21,981,816 |
Value of total assets at beginning of year | 2018-12-31 | $23,011,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,450 |
Total interest from all sources | 2018-12-31 | $43,905 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,487,608 |
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 | $1,487,608 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $4,000,000 |
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 | $1,225,156 |
Participant contributions at end of year | 2018-12-31 | $921,054 |
Participant contributions at beginning of year | 2018-12-31 | $872,145 |
Administrative expenses (other) incurred | 2018-12-31 | $6,450 |
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 | $-1,026,094 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $21,981,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $23,011,739 |
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 | $20,073,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,088,938 |
Interest on participant loans | 2018-12-31 | $43,905 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $987,110 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,050,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,819,844 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $16,514 |
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 | $808,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,773,893 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : WACKER UNION SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $42,096 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,755,842 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,397,573 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,381,162 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,478 |
Value of total corrective distributions | 2017-12-31 | $8,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,997,744 |
Value of total assets at end of year | 2017-12-31 | $23,011,739 |
Value of total assets at beginning of year | 2017-12-31 | $20,695,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,675 |
Total interest from all sources | 2017-12-31 | $35,172 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,297,110 |
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 | $1,297,110 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,119,902 |
Participant contributions at end of year | 2017-12-31 | $872,145 |
Participant contributions at beginning of year | 2017-12-31 | $734,429 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $116,142 |
Other income not declared elsewhere | 2017-12-31 | $354 |
Administrative expenses (other) incurred | 2017-12-31 | $5,675 |
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 | $2,358,269 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $23,011,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,695,566 |
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 | $21,088,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $18,338,200 |
Interest on participant loans | 2017-12-31 | $35,172 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,050,656 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,622,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,406,229 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $19,233 |
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 | $761,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,381,162 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : WACKER UNION SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $32,545 |
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 | $3,356,129 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,024,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,012,976 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,611 |
Value of total corrective distributions | 2016-12-31 | $823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,758,692 |
Value of total assets at end of year | 2016-12-31 | $20,695,566 |
Value of total assets at beginning of year | 2016-12-31 | $19,396,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,525 |
Total interest from all sources | 2016-12-31 | $31,616 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $975,263 |
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 | $975,263 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,062,937 |
Participant contributions at end of year | 2016-12-31 | $734,429 |
Participant contributions at beginning of year | 2016-12-31 | $774,235 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,166 |
Other income not declared elsewhere | 2016-12-31 | $1,470 |
Administrative expenses (other) incurred | 2016-12-31 | $5,525 |
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 | $1,331,194 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,695,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,396,917 |
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 | $18,338,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,857,812 |
Interest on participant loans | 2016-12-31 | $31,616 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,622,937 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,764,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $566,496 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $22,592 |
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 | $694,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,012,976 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : WACKER UNION 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 | $72,125 |
Total transfer of assets from this plan | 2015-12-31 | $13,134 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,668,817 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $977,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $971,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,770,924 |
Value of total assets at end of year | 2015-12-31 | $19,396,917 |
Value of total assets at beginning of year | 2015-12-31 | $18,646,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,975 |
Total interest from all sources | 2015-12-31 | $31,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,473,538 |
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 | $1,473,538 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,005,528 |
Participant contributions at end of year | 2015-12-31 | $774,235 |
Participant contributions at beginning of year | 2015-12-31 | $689,482 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $93,721 |
Other income not declared elsewhere | 2015-12-31 | $116 |
Administrative expenses (other) incurred | 2015-12-31 | $5,975 |
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 | $691,433 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,396,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,646,493 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $16,857,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,368,696 |
Interest on participant loans | 2015-12-31 | $31,062 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,764,870 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,588,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,623,868 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $17,045 |
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 | $671,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $971,409 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : WACKER UNION SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $70,758 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,567,587 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $914,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $875,093 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $32,155 |
Value of total corrective distributions | 2014-12-31 | $3,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,615,432 |
Value of total assets at end of year | 2014-12-31 | $18,646,493 |
Value of total assets at beginning of year | 2014-12-31 | $17,064,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,500 |
Total interest from all sources | 2014-12-31 | $29,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $881,638 |
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 | $881,638 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $893,467 |
Participant contributions at end of year | 2014-12-31 | $689,482 |
Participant contributions at beginning of year | 2014-12-31 | $708,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $127,202 |
Other income not declared elsewhere | 2014-12-31 | $2,887 |
Administrative expenses (other) incurred | 2014-12-31 | $4,500 |
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 | $1,652,728 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,646,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,064,523 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,368,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,687,329 |
Interest on participant loans | 2014-12-31 | $29,320 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,588,315 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,668,810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $26,070 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $12,240 |
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 | $594,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $875,093 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : WACKER UNION SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $45,164 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,649,605 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $951,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $942,643 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $4,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,535,502 |
Value of total assets at end of year | 2013-12-31 | $17,064,523 |
Value of total assets at beginning of year | 2013-12-31 | $14,411,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,700 |
Total interest from all sources | 2013-12-31 | $31,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $520,691 |
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 | $520,691 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $893,074 |
Participant contributions at end of year | 2013-12-31 | $708,384 |
Participant contributions at beginning of year | 2013-12-31 | $703,277 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $50,555 |
Other income not declared elsewhere | 2013-12-31 | $981 |
Administrative expenses (other) incurred | 2013-12-31 | $4,700 |
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 | $2,697,691 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,064,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,411,996 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,687,329 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,592,210 |
Interest on participant loans | 2013-12-31 | $31,183 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,668,810 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,116,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,545,874 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $15,374 |
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 | $591,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $942,643 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2012 : WACKER UNION 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 | $139,809 |
Total transfer of assets from this plan | 2012-12-31 | $3,775 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,763,831 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,323,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,310,409 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,381,972 |
Value of total assets at end of year | 2012-12-31 | $14,411,996 |
Value of total assets at beginning of year | 2012-12-31 | $12,835,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,986 |
Total interest from all sources | 2012-12-31 | $29,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $360,520 |
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 | $360,520 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $839,543 |
Participant contributions at end of year | 2012-12-31 | $703,277 |
Participant contributions at beginning of year | 2012-12-31 | $682,152 |
Other income not declared elsewhere | 2012-12-31 | $633 |
Administrative expenses (other) incurred | 2012-12-31 | $3,986 |
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 | $1,440,521 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,411,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,835,441 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,592,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,746,647 |
Interest on participant loans | 2012-12-31 | $29,223 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,116,509 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,406,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $962,822 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $28,661 |
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 | $542,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,310,409 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2012-12-31 | 381357951 |
2011 : WACKER UNION SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $116,596 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,225,478 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $727,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $717,737 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,371,963 |
Value of total assets at end of year | 2011-12-31 | $12,835,441 |
Value of total assets at beginning of year | 2011-12-31 | $12,454,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,300 |
Total interest from all sources | 2011-12-31 | $28,167 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $236,020 |
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 | $236,020 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $814,487 |
Participant contributions at end of year | 2011-12-31 | $682,152 |
Participant contributions at beginning of year | 2011-12-31 | $536,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $31,772 |
Other income not declared elsewhere | 2011-12-31 | $409 |
Administrative expenses (other) incurred | 2011-12-31 | $4,300 |
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 | $497,988 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,835,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,454,049 |
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 | $9,746,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,770,846 |
Interest on participant loans | 2011-12-31 | $28,167 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,406,642 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,146,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-453,412 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $42,331 |
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 | $525,704 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $717,737 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2011-12-31 | 381357951 |
2010 : WACKER UNION SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $6,277 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,298,377 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $715,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $710,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,219,744 |
Value of total assets at end of year | 2010-12-31 | $12,454,049 |
Value of total assets at beginning of year | 2010-12-31 | $10,877,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,948 |
Total interest from all sources | 2010-12-31 | $27,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $214,234 |
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 | $214,234 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $757,481 |
Participant contributions at end of year | 2010-12-31 | $536,937 |
Participant contributions at beginning of year | 2010-12-31 | $449,533 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $11,964 |
Other income not declared elsewhere | 2010-12-31 | $10 |
Administrative expenses (other) incurred | 2010-12-31 | $4,948 |
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 | $1,583,289 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,454,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,877,037 |
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 | $9,770,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,527,378 |
Interest on participant loans | 2010-12-31 | $27,808 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,146,266 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,900,126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $791,198 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $45,383 |
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 |
Contributions received in cash from employer | 2010-12-31 | $450,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $710,140 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2010-12-31 | 381357951 |