?>
Logo

CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCAL-WELD, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CAL-WELD, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAL-WELD, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAL-WELD, INC.
Employer identification number (EIN):942810818
NAIC Classification:333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01JEFFERY ANDRESON2019-04-12
0012016-07-01
0012015-07-01
0012014-07-01RICHARD A. OLAZABA
0012013-07-01RICHARD A. OLAZABA
0012012-07-01RICHARD A. OLAZABA
0012011-07-01RICHARD A. OLAZABA
0012010-07-01RICHARD A. OLAZABA
0012009-07-01RICHARD A. OLAZABA

Plan Statistics for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01300
Total number of active participants reported on line 7a of the Form 55002017-07-01273
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0133
Total of all active and inactive participants2017-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01306
Number of participants with account balances2017-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01212
Total number of active participants reported on line 7a of the Form 55002016-07-01214
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0111
Total of all active and inactive participants2016-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01225
Number of participants with account balances2016-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01155
Total number of active participants reported on line 7a of the Form 55002015-07-01170
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-013
Total of all active and inactive participants2015-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01173
Number of participants with account balances2015-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01116
Total number of active participants reported on line 7a of the Form 55002014-07-01124
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01124
Number of participants with account balances2014-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01107
Total number of active participants reported on line 7a of the Form 55002013-07-01101
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01102
Number of participants with account balances2013-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01109
Total number of active participants reported on line 7a of the Form 55002012-07-0198
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01101
Number of participants with account balances2012-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01104
Total number of active participants reported on line 7a of the Form 55002011-07-01104
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01106
Number of participants with account balances2011-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0175
Total number of active participants reported on line 7a of the Form 55002010-07-0187
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0188
Number of participants with account balances2010-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0155
Total number of active participants reported on line 7a of the Form 55002009-07-0174
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0175
Number of participants with account balances2009-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,285,721
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,293,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,226,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,610,323
Value of total assets at end of year2018-06-30$8,389,789
Value of total assets at beginning of year2018-06-30$7,397,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$66,886
Total interest from all sources2018-06-30$5,361
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$4,175
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,230,465
Participant contributions at end of year2018-06-30$188,395
Participant contributions at beginning of year2018-06-30$78,818
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$116,347
Other income not declared elsewhere2018-06-30$9,509
Total non interest bearing cash at end of year2018-06-30$5,365
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$991,912
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,389,789
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,397,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$8,154,545
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,287,627
Interest on participant loans2018-06-30$5,124
Interest earned on other investments2018-06-30$237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$41,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$31,432
Net investment gain/loss from pooled separate accounts2018-06-30$660,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$263,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,226,923
Contract administrator fees2018-06-30$62,711
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN2018-06-30770573994
2017 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,009,297
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,204,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,151,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,268,429
Value of total assets at end of year2017-06-30$7,397,877
Value of total assets at beginning of year2017-06-30$6,593,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$53,333
Total interest from all sources2017-06-30$4,610
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$2,750
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$915,051
Participant contributions at end of year2017-06-30$78,818
Participant contributions at beginning of year2017-06-30$93,803
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$13,289
Other income not declared elsewhere2017-06-30$8,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$804,711
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,397,877
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,593,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,287,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,471,745
Interest on participant loans2017-06-30$4,497
Interest earned on other investments2017-06-30$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$31,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$27,618
Net investment gain/loss from pooled separate accounts2017-06-30$727,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$340,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,151,253
Contract administrator fees2017-06-30$50,583
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN2017-06-30770573994
2016 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$971,246
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$162,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$103,017
Value of total corrective distributions2016-06-30$14,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$883,058
Value of total assets at end of year2016-06-30$6,593,166
Value of total assets at beginning of year2016-06-30$5,784,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$44,312
Total interest from all sources2016-06-30$5,517
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$1,275
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$702,532
Participant contributions at end of year2016-06-30$93,803
Participant contributions at beginning of year2016-06-30$94,821
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$8,796
Other income not declared elsewhere2016-06-30$3,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$809,093
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,593,166
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,784,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$6,471,745
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,664,146
Interest on participant loans2016-06-30$5,477
Interest earned on other investments2016-06-30$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$27,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$25,106
Net investment gain/loss from pooled separate accounts2016-06-30$78,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$171,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$103,017
Contract administrator fees2016-06-30$43,037
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN2016-06-30770573994
2015 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$815,723
Expenses. Total of all expenses incurred2015-06-30$47,291
Benefits paid (including direct rollovers)2015-06-30$9,987
Total plan assets at end of year2015-06-30$5,784,073
Total plan assets at beginning of year2015-06-30$5,015,641
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$580,743
Other income received2015-06-30$89,919
Net income (gross income less expenses)2015-06-30$768,432
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,784,073
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,015,641
Assets. Value of participant loans2015-06-30$94,821
Total contributions received or receivable from employer(s)2015-06-30$145,061
Value of corrective distributions2015-06-30$571
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$36,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,170,886
Expenses. Total of all expenses incurred2014-06-30$48,937
Benefits paid (including direct rollovers)2014-06-30$6,712
Total plan assets at end of year2014-06-30$5,015,641
Total plan assets at beginning of year2014-06-30$3,893,692
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$453,423
Other income received2014-06-30$604,106
Net income (gross income less expenses)2014-06-30$1,121,949
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,015,641
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,893,692
Assets. Value of participant loans2014-06-30$76,545
Total contributions received or receivable from employer(s)2014-06-30$113,357
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$42,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$690,720
Expenses. Total of all expenses incurred2013-06-30$102,843
Benefits paid (including direct rollovers)2013-06-30$45,623
Total plan assets at end of year2013-06-30$3,893,692
Total plan assets at beginning of year2013-06-30$3,305,815
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$346,317
Other income received2013-06-30$261,589
Net income (gross income less expenses)2013-06-30$587,877
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,893,692
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,305,815
Assets. Value of participant loans2013-06-30$47,586
Total contributions received or receivable from employer(s)2013-06-30$82,814
Value of corrective distributions2013-06-30$1,295
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$55,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$368,249
Expenses. Total of all expenses incurred2012-06-30$1,179,065
Benefits paid (including direct rollovers)2012-06-30$1,128,862
Total plan assets at end of year2012-06-30$3,305,815
Total plan assets at beginning of year2012-06-30$4,116,631
Value of fidelity bond covering the plan2012-06-30$1,000,000
Total contributions received or receivable from participants2012-06-30$306,006
Contributions received from other sources (not participants or employers)2012-06-30$42,907
Other income received2012-06-30$-56,948
Net income (gross income less expenses)2012-06-30$-810,816
Net plan assets at end of year (total assets less liabilities)2012-06-30$3,305,815
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$4,116,631
Assets. Value of participant loans2012-06-30$52,570
Assets. Value of assets in partnership/joint-venture interests2012-06-30$0
Total contributions received or receivable from employer(s)2012-06-30$76,284
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$50,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$799,723
Expenses. Total of all expenses incurred2011-06-30$73,437
Benefits paid (including direct rollovers)2011-06-30$21,986
Total plan assets at end of year2011-06-30$4,116,631
Total plan assets at beginning of year2011-06-30$3,390,345
Value of fidelity bond covering the plan2011-06-30$1,000,000
Total contributions received or receivable from participants2011-06-30$244,090
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$494,723
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$726,286
Net plan assets at end of year (total assets less liabilities)2011-06-30$4,116,631
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,390,345
Assets. Value of participant loans2011-06-30$54,673
Assets. Value of assets in partnership/joint-venture interests2011-06-30$344,150
Total contributions received or receivable from employer(s)2011-06-30$60,910
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$1,114
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$50,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

2017: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60696
Policy instance 1
Insurance contract or identification number60696
Number of Individuals Covered213
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $56,028
Total amount of fees paid to insurance companyUSD $13,894
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3