401k Plan data: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN plan

WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	001

WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WALTERS WHOLESALE ELECTRIC CO. has sponsored the creation of one or more 401k plans.

Company Name: WALTERS WHOLESALE ELECTRIC CO.

Employer identification number (EIN): 952091661

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 CATHERINE CANNIOTO 2024-01-14
001 2021-04-01 WILLIAM DURKEE 2022-12-14
001 2020-04-01 WILLIAM DURKEE 2022-01-13
001 2019-04-01 WILLIAM DURKEE 2020-12-28
001 2018-04-01 CATHERINE CANNIOTO 2019-11-15 CATHERINE CANNIOTO 2019-11-15
001 2017-04-01
001 2016-04-01 WILLIAM DURKEE
001 2015-04-01 WILLIAM DURKEE
001 2014-04-01 WILLIAM DURKEE
001 2013-04-01 WILLIAM DURKEE
001 2012-04-01 WILLIAM DURKEE
001 2011-04-01 WILLIAM DURKEE
001 2010-04-01 WILLIAM DURKEE
001 2009-04-01 WILLIAM DURKEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01	CATHERINE CANNIOTO	2024-01-14
001	2021-04-01	WILLIAM DURKEE	2022-12-14
001	2020-04-01	WILLIAM DURKEE	2022-01-13
001	2019-04-01	WILLIAM DURKEE	2020-12-28
001	2018-04-01	CATHERINE CANNIOTO	2019-11-15	CATHERINE CANNIOTO	2019-11-15
001	2017-04-01
001	2016-04-01	WILLIAM DURKEE
001	2015-04-01	WILLIAM DURKEE
001	2014-04-01	WILLIAM DURKEE
001	2013-04-01	WILLIAM DURKEE
001	2012-04-01	WILLIAM DURKEE
001	2011-04-01	WILLIAM DURKEE
001	2010-04-01	WILLIAM DURKEE
001	2009-04-01	WILLIAM DURKEE

Plan Statistics for WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2022: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 492
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 421
Number of retired or separated participants receiving benefits 2022-04-01 15
Number of other retired or separated participants entitled to future benefits 2022-04-01 50
Total of all active and inactive participants 2022-04-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 486
Number of participants with account balances 2022-04-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 11
2021: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 519
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 422
Number of retired or separated participants receiving benefits 2021-04-01 20
Number of other retired or separated participants entitled to future benefits 2021-04-01 39
Total of all active and inactive participants 2021-04-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 481
Number of participants with account balances 2021-04-01 457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 10
2020: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 534
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 452
Number of retired or separated participants receiving benefits 2020-04-01 6
Number of other retired or separated participants entitled to future benefits 2020-04-01 41
Total of all active and inactive participants 2020-04-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 499
Number of participants with account balances 2020-04-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 22
2019: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 489
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 473
Number of retired or separated participants receiving benefits 2019-04-01 1
Number of other retired or separated participants entitled to future benefits 2019-04-01 35
Total of all active and inactive participants 2019-04-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 509
Number of participants with account balances 2019-04-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 16
2018: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 517
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 480
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 29
Total of all active and inactive participants 2018-04-01 509
Total participants 2018-04-01 509
Number of participants with account balances 2018-04-01 500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 10
2017: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 524
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 473
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 18
Total of all active and inactive participants 2017-04-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 1
Total participants 2017-04-01 492
Number of participants with account balances 2017-04-01 485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 14
2016: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 495
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 469
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 38
Total of all active and inactive participants 2016-04-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 507
Number of participants with account balances 2016-04-01 503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 7
2015: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 457
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 458
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 35
Total of all active and inactive participants 2015-04-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 2
Total participants 2015-04-01 495
Number of participants with account balances 2015-04-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 6
2014: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 432
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 436
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 18
Total of all active and inactive participants 2014-04-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 3
Total participants 2014-04-01 457
Number of participants with account balances 2014-04-01 457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 16
2013: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 449
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 397
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 35
Total of all active and inactive participants 2013-04-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 432
Number of participants with account balances 2013-04-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 9
2012: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 432
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 428
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 21
Total of all active and inactive participants 2012-04-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 449
Number of participants with account balances 2012-04-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 7
2011: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 437
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 417
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 15
Total of all active and inactive participants 2011-04-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 432
Number of participants with account balances 2011-04-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 7
2010: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 455
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 417
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 20
Total of all active and inactive participants 2010-04-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 437
Number of participants with account balances 2010-04-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 16
2009: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 436
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 433
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 22
Total of all active and inactive participants 2009-04-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 455
Number of participants with account balances 2009-04-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 8

Measure	Date	Value
2022: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	492
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	421
Number of retired or separated participants receiving benefits	2022-04-01	15
Number of other retired or separated participants entitled to future benefits	2022-04-01	50
Total of all active and inactive participants	2022-04-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	486
Number of participants with account balances	2022-04-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	11
2021: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	519
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	422
Number of retired or separated participants receiving benefits	2021-04-01	20
Number of other retired or separated participants entitled to future benefits	2021-04-01	39
Total of all active and inactive participants	2021-04-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	481
Number of participants with account balances	2021-04-01	457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	10
2020: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	534
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	452
Number of retired or separated participants receiving benefits	2020-04-01	6
Number of other retired or separated participants entitled to future benefits	2020-04-01	41
Total of all active and inactive participants	2020-04-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	499
Number of participants with account balances	2020-04-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	22
2019: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	489
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	473
Number of retired or separated participants receiving benefits	2019-04-01	1
Number of other retired or separated participants entitled to future benefits	2019-04-01	35
Total of all active and inactive participants	2019-04-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	509
Number of participants with account balances	2019-04-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	16
2018: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	517
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	480
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	29
Total of all active and inactive participants	2018-04-01	509
Total participants	2018-04-01	509
Number of participants with account balances	2018-04-01	500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	10
2017: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	524
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	473
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	18
Total of all active and inactive participants	2017-04-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	1
Total participants	2017-04-01	492
Number of participants with account balances	2017-04-01	485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	14
2016: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	495
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	469
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	38
Total of all active and inactive participants	2016-04-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	507
Number of participants with account balances	2016-04-01	503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	7
2015: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	457
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	458
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	35
Total of all active and inactive participants	2015-04-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	2
Total participants	2015-04-01	495
Number of participants with account balances	2015-04-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	6
2014: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	432
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	436
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	18
Total of all active and inactive participants	2014-04-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	3
Total participants	2014-04-01	457
Number of participants with account balances	2014-04-01	457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	16
2013: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	449
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	397
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	35
Total of all active and inactive participants	2013-04-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	432
Number of participants with account balances	2013-04-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	9
2012: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	432
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	428
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	21
Total of all active and inactive participants	2012-04-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	449
Number of participants with account balances	2012-04-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	7
2011: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	437
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	417
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	15
Total of all active and inactive participants	2011-04-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	432
Number of participants with account balances	2011-04-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	7
2010: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	455
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	417
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	20
Total of all active and inactive participants	2010-04-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	437
Number of participants with account balances	2010-04-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	16
2009: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	436
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	433
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	22
Total of all active and inactive participants	2009-04-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	455
Number of participants with account balances	2009-04-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	8

Financial Data on WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2023 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$12,960
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$1,476,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$1,425,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$1,400,000
Value of total assets at end of year	2023-03-31	$22,949,787
Value of total assets at beginning of year	2023-03-31	$24,412,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$50,732
Total interest from all sources	2023-03-31	$220
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$391,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$391,336
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$500,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$12,283
Other income not declared elsewhere	2023-03-31	$11,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Value of net income/loss	2023-03-31	$-1,463,193
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$22,949,787
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$24,412,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Investment advisory and management fees	2023-03-31	$932
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$20,272,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$21,392,188
Interest on participant loans	2023-03-31	$220
Value of interest in common/collective trusts at end of year	2023-03-31	$1,277,670
Value of interest in common/collective trusts at beginning of year	2023-03-31	$1,608,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-1,824,176
Net investment gain or loss from common/collective trusts	2023-03-31	$34,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Contributions received in cash from employer	2023-03-31	$1,400,000
Employer contributions (assets) at end of year	2023-03-31	$1,400,000
Employer contributions (assets) at beginning of year	2023-03-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$1,425,421
Contract administrator fees	2023-03-31	$49,800
Did the plan have assets held for investment	2023-03-31	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	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2023-03-31	222027092
2022 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$2,121,587
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$1,351,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$1,297,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$1,400,000
Value of total assets at end of year	2022-03-31	$24,412,980
Value of total assets at beginning of year	2022-03-31	$23,642,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$53,623
Total interest from all sources	2022-03-31	$1,771
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$381,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$381,166
Administrative expenses professional fees incurred	2022-03-31	$53,623
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Participant contributions at end of year	2022-03-31	$12,283
Participant contributions at beginning of year	2022-03-31	$54,875
Other income not declared elsewhere	2022-03-31	$5,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$770,515
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$24,412,980
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$23,642,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$21,392,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$21,308,851
Interest on participant loans	2022-03-31	$1,771
Value of interest in common/collective trusts at end of year	2022-03-31	$1,608,509
Value of interest in common/collective trusts at beginning of year	2022-03-31	$878,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$318,569
Net investment gain or loss from common/collective trusts	2022-03-31	$14,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Contributions received in cash from employer	2022-03-31	$1,400,000
Employer contributions (assets) at end of year	2022-03-31	$1,400,000
Employer contributions (assets) at beginning of year	2022-03-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$1,297,449
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-03-31	222027092
2021 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$7,557,564
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$2,033,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$1,991,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$1,400,000
Value of total assets at end of year	2021-03-31	$23,642,465
Value of total assets at beginning of year	2021-03-31	$18,118,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$42,768
Total interest from all sources	2021-03-31	$5,272
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Administrative expenses professional fees incurred	2021-03-31	$42,768
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Participant contributions at end of year	2021-03-31	$54,875
Participant contributions at beginning of year	2021-03-31	$144,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$5,523,580
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$23,642,465
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$18,118,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$21,308,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$16,574,234
Interest on participant loans	2021-03-31	$5,272
Value of interest in common/collective trusts at end of year	2021-03-31	$878,739
Net investment gain/loss from pooled separate accounts	2021-03-31	$6,152,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$1,400,000
Employer contributions (assets) at end of year	2021-03-31	$1,400,000
Employer contributions (assets) at beginning of year	2021-03-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$1,991,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-03-31	Yes
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-03-31	222027092
2020 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$199,880
Total loss/gain on sale of assets	2020-03-31	$0
Total of all expenses incurred	2020-03-31	$702,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$652,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$1,400,000
Value of total assets at end of year	2020-03-31	$18,118,885
Value of total assets at beginning of year	2020-03-31	$18,621,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$49,955
Total interest from all sources	2020-03-31	$10,450
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$430,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$430,966
Administrative expenses professional fees incurred	2020-03-31	$49,955
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$500,000
If this is an individual account plan, was there a blackout period	2020-03-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Participant contributions at end of year	2020-03-31	$144,651
Participant contributions at beginning of year	2020-03-31	$248,364
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-03-31	$1,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Value of net income/loss	2020-03-31	$-502,412
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$18,118,885
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$18,621,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$16,574,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$16,340,184
Value of interest in pooled separate accounts at beginning of year	2020-03-31	$631,538
Interest on participant loans	2020-03-31	$10,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-1,641,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Contributions received in cash from employer	2020-03-31	$1,400,000
Employer contributions (assets) at end of year	2020-03-31	$1,400,000
Employer contributions (assets) at beginning of year	2020-03-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$652,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-03-31	Yes
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2020-03-31	222027092
2018 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$21,712
Total income from all sources (including contributions)	2018-03-31	$2,859,843
Total of all expenses incurred	2018-03-31	$1,108,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$1,061,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$1,400,000
Value of total assets at end of year	2018-03-31	$18,373,050
Value of total assets at beginning of year	2018-03-31	$16,599,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$46,357
Total interest from all sources	2018-03-31	$18,605
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$68,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$68,162
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Participant contributions at end of year	2018-03-31	$384,605
Participant contributions at beginning of year	2018-03-31	$369,963
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$1,751,776
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$18,351,338
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$16,599,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Investment advisory and management fees	2018-03-31	$46,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$15,951,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$14,255,785
Value of interest in pooled separate accounts at end of year	2018-03-31	$637,396
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$773,814
Interest on participant loans	2018-03-31	$18,605
Income. Interest from loans (other than to participants)	2018-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$1,373,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$1,400,000
Employer contributions (assets) at end of year	2018-03-31	$1,400,000
Employer contributions (assets) at beginning of year	2018-03-31	$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$1,061,710
Liabilities. Value of benefit claims payable at end of year	2018-03-31	$21,712
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	KSJG LLP
Accountancy firm EIN	2018-03-31	953322166
2017 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$2,579,999
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$2,079,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$2,036,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$1,200,000
Value of total assets at end of year	2017-03-31	$16,599,562
Value of total assets at beginning of year	2017-03-31	$16,099,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$42,861
Total interest from all sources	2017-03-31	$16,757
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Participant contributions at end of year	2017-03-31	$369,963
Participant contributions at beginning of year	2017-03-31	$329,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$500,370
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$16,599,562
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$16,099,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Investment advisory and management fees	2017-03-31	$42,861
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$14,255,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$14,097,174
Value of interest in pooled separate accounts at end of year	2017-03-31	$773,814
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$772,527
Interest on participant loans	2017-03-31	$16,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$1,354,869
Net investment gain/loss from pooled separate accounts	2017-03-31	$8,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$1,200,000
Employer contributions (assets) at end of year	2017-03-31	$1,200,000
Employer contributions (assets) at beginning of year	2017-03-31	$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$2,036,768
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN	2017-03-31	953322166
2016 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$395,365
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$899,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$862,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$900,000
Value of total assets at end of year	2016-03-31	$16,099,192
Value of total assets at beginning of year	2016-03-31	$16,602,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$37,058
Total interest from all sources	2016-03-31	$16,106
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Participant contributions at end of year	2016-03-31	$329,491
Participant contributions at beginning of year	2016-03-31	$374,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-503,757
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$16,099,192
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$16,602,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Investment advisory and management fees	2016-03-31	$37,058
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$14,097,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$3,368,766
Value of interest in pooled separate accounts at end of year	2016-03-31	$772,527
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$0
Interest on participant loans	2016-03-31	$16,106
Value of interest in common/collective trusts at end of year	2016-03-31	$0
Value of interest in common/collective trusts at beginning of year	2016-03-31	$12,259,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-527,078
Net investment gain/loss from pooled separate accounts	2016-03-31	$6,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$900,000
Employer contributions (assets) at end of year	2016-03-31	$900,000
Employer contributions (assets) at beginning of year	2016-03-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$862,064
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN	2016-03-31	953322166
2015 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$1,055,978
Total loss/gain on sale of assets	2015-03-31	$149,320
Total of all expenses incurred	2015-03-31	$2,916,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$2,844,179
Expenses. Certain deemed distributions of participant loans	2015-03-31	$24,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$600,000
Value of total assets at end of year	2015-03-31	$16,602,949
Value of total assets at beginning of year	2015-03-31	$18,463,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$47,479
Total interest from all sources	2015-03-31	$18,938
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$148,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$148,224
Administrative expenses professional fees incurred	2015-03-31	$43,067
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Participant contributions at end of year	2015-03-31	$374,276
Participant contributions at beginning of year	2015-03-31	$368,976
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-03-31	$4,468
Other income not declared elsewhere	2015-03-31	$32,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$-1,860,064
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$16,602,949
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$18,463,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$3,368,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$17,384,486
Interest on participant loans	2015-03-31	$18,933
Value of interest in common/collective trusts at end of year	2015-03-31	$12,259,907
Value of interest in common/collective trusts at beginning of year	2015-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-03-31	$105,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-03-31	$105,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-03-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$107,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$600,000
Employer contributions (assets) at end of year	2015-03-31	$600,000
Employer contributions (assets) at beginning of year	2015-03-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$2,844,179
Contract administrator fees	2015-03-31	$4,412
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Aggregate proceeds on sale of assets	2015-03-31	$17,932,829
Aggregate carrying amount (costs) on sale of assets	2015-03-31	$17,783,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN	2015-03-31	953322166
2014 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$2,022,392
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$1,508,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$1,441,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$600,000
Value of total assets at end of year	2014-03-31	$18,463,013
Value of total assets at beginning of year	2014-03-31	$17,948,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$66,263
Total interest from all sources	2014-03-31	$18,561
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Participant contributions at end of year	2014-03-31	$368,976
Participant contributions at beginning of year	2014-03-31	$382,871
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$4,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$0
Other income not declared elsewhere	2014-03-31	$61,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$514,340
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$18,463,013
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$17,948,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Investment advisory and management fees	2014-03-31	$66,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$17,384,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$16,490,841
Interest on participant loans	2014-03-31	$18,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$105,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$474,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$474,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$1,342,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$600,000
Employer contributions (assets) at end of year	2014-03-31	$600,000
Employer contributions (assets) at beginning of year	2014-03-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$1,441,789
Did the plan have assets held for investment	2014-03-31	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	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	RAIMONDO PETTIT GROUP
Accountancy firm EIN	2014-03-31	330523641
2013 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$0
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Expenses. Interest paid	2013-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$2,168,061
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$946,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$894,891
Expenses. Certain deemed distributions of participant loans	2013-03-31	$0
Value of total corrective distributions	2013-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$600,000
Value of total assets at end of year	2013-03-31	$17,948,673
Value of total assets at beginning of year	2013-03-31	$16,727,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$52,022
Total income from rents	2013-03-31	$0
Total interest from all sources	2013-03-31	$19,675
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$442,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$442,652
Assets. Real estate other than employer real property at end of year	2013-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-03-31	$0
Administrative expenses professional fees incurred	2013-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-03-31	$0
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$0
Participant contributions at end of year	2013-03-31	$382,871
Participant contributions at beginning of year	2013-03-31	$470,662
Participant contributions at end of year	2013-03-31	$0
Participant contributions at beginning of year	2013-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$0
Assets. Loans (other than to participants) at end of year	2013-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-03-31	$0
Other income not declared elsewhere	2013-03-31	$49,491
Administrative expenses (other) incurred	2013-03-31	$0
Liabilities. Value of operating payables at end of year	2013-03-31	$0
Liabilities. Value of operating payables at beginning of year	2013-03-31	$0
Total non interest bearing cash at end of year	2013-03-31	$0
Total non interest bearing cash at beginning of year	2013-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Income. Non cash contributions	2013-03-31	$0
Value of net income/loss	2013-03-31	$1,221,148
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$17,948,673
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$16,727,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Assets. partnership/joint venture interests at end of year	2013-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-03-31	$0
Investment advisory and management fees	2013-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$16,490,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$14,491,945
Value of interest in pooled separate accounts at end of year	2013-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-03-31	$0
Interest on participant loans	2013-03-31	$19,652
Income. Interest from loans (other than to participants)	2013-03-31	$0
Interest earned on other investments	2013-03-31	$0
Income. Interest from US Government securities	2013-03-31	$0
Income. Interest from corporate debt instruments	2013-03-31	$0
Value of interest in master investment trust accounts at end of year	2013-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-03-31	$0
Value of interest in common/collective trusts at end of year	2013-03-31	$0
Value of interest in common/collective trusts at beginning of year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$474,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$1,164,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$1,164,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$23
Assets. Value of investments in 103.12 investment entities at end of year	2013-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-03-31	$0
Asset value of US Government securities at end of year	2013-03-31	$0
Asset value of US Government securities at beginning of year	2013-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$1,056,243
Net investment gain/loss from pooled separate accounts	2013-03-31	$0
Net investment gain or loss from common/collective trusts	2013-03-31	$0
Net gain/loss from 103.12 investment entities	2013-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Assets. Invements in employer securities at end of year	2013-03-31	$0
Assets. Invements in employer securities at beginning of year	2013-03-31	$0
Assets. Value of employer real property at end of year	2013-03-31	$0
Assets. Value of employer real property at beginning of year	2013-03-31	$0
Contributions received in cash from employer	2013-03-31	$600,000
Employer contributions (assets) at end of year	2013-03-31	$600,000
Employer contributions (assets) at beginning of year	2013-03-31	$600,000
Income. Dividends from preferred stock	2013-03-31	$0
Income. Dividends from common stock	2013-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$894,891
Asset. Corporate debt instrument preferred debt at end of year	2013-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-03-31	$0
Contract administrator fees	2013-03-31	$52,022
Assets. Corporate common stocks other than exployer securities at end of year	2013-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-03-31	$0
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Aggregate proceeds on sale of assets	2013-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	RAIMONDO PETTIT GROUP
Accountancy firm EIN	2013-03-31	330523641
2012 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$1,347,901
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$659,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$614,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$600,000
Value of total assets at end of year	2012-03-31	$16,727,525
Value of total assets at beginning of year	2012-03-31	$16,039,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$45,651
Total interest from all sources	2012-03-31	$23,227
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$0
Assets. Real estate other than employer real property at end of year	2012-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-03-31	$0
Administrative expenses professional fees incurred	2012-03-31	$45,651
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-03-31	$0
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$0
Participant contributions at end of year	2012-03-31	$470,662
Participant contributions at beginning of year	2012-03-31	$462,563
Participant contributions at end of year	2012-03-31	$0
Participant contributions at beginning of year	2012-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$0
Assets. Loans (other than to participants) at end of year	2012-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-03-31	$0
Other income not declared elsewhere	2012-03-31	$45,651
Liabilities. Value of operating payables at end of year	2012-03-31	$0
Liabilities. Value of operating payables at beginning of year	2012-03-31	$0
Total non interest bearing cash at end of year	2012-03-31	$0
Total non interest bearing cash at beginning of year	2012-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Income. Non cash contributions	2012-03-31	$0
Value of net income/loss	2012-03-31	$688,236
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$16,727,525
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$16,039,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Assets. partnership/joint venture interests at end of year	2012-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$14,491,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$13,812,920
Value of interest in pooled separate accounts at end of year	2012-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-03-31	$0
Interest on participant loans	2012-03-31	$23,227
Income. Interest from loans (other than to participants)	2012-03-31	$0
Interest earned on other investments	2012-03-31	$0
Income. Interest from US Government securities	2012-03-31	$0
Income. Interest from corporate debt instruments	2012-03-31	$0
Value of interest in master investment trust accounts at end of year	2012-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-03-31	$0
Value of interest in common/collective trusts at end of year	2012-03-31	$0
Value of interest in common/collective trusts at beginning of year	2012-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$1,164,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$1,163,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$1,163,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2012-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-03-31	$0
Asset value of US Government securities at end of year	2012-03-31	$0
Asset value of US Government securities at beginning of year	2012-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$679,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Assets. Invements in employer securities at end of year	2012-03-31	$0
Assets. Invements in employer securities at beginning of year	2012-03-31	$0
Assets. Value of employer real property at end of year	2012-03-31	$0
Assets. Value of employer real property at beginning of year	2012-03-31	$0
Contributions received in cash from employer	2012-03-31	$600,000
Employer contributions (assets) at end of year	2012-03-31	$600,000
Employer contributions (assets) at beginning of year	2012-03-31	$600,000
Income. Dividends from preferred stock	2012-03-31	$0
Income. Dividends from common stock	2012-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$614,014
Asset. Corporate debt instrument preferred debt at end of year	2012-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-03-31	$0
Did the plan have assets held for investment	2012-03-31	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	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Liabilities. Value of acquisition indebtedness at end of year	2012-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	RAIMONDO PETTIT GROUP
Accountancy firm EIN	2012-03-31	330523641
2011 : WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-03-31	$0
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total transfer of assets to this plan	2011-03-31	$0
Total transfer of assets from this plan	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$1,935,915
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$582,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$539,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$600,000
Value of total assets at end of year	2011-03-31	$16,039,289
Value of total assets at beginning of year	2011-03-31	$14,685,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$43,332
Total income from rents	2011-03-31	$0
Total interest from all sources	2011-03-31	$23,830
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-03-31	$0
Assets. Real estate other than employer real property at end of year	2011-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-03-31	$0
Administrative expenses professional fees incurred	2011-03-31	$43,332
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-03-31	$0
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$0
Participant contributions at end of year	2011-03-31	$462,563
Participant contributions at beginning of year	2011-03-31	$435,204
Participant contributions at end of year	2011-03-31	$0
Participant contributions at beginning of year	2011-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$0
Assets. Loans (other than to participants) at end of year	2011-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-03-31	$0
Other income not declared elsewhere	2011-03-31	$43,332
Administrative expenses (other) incurred	2011-03-31	$0
Liabilities. Value of operating payables at end of year	2011-03-31	$0
Liabilities. Value of operating payables at beginning of year	2011-03-31	$0
Total non interest bearing cash at end of year	2011-03-31	$0
Total non interest bearing cash at beginning of year	2011-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Income. Non cash contributions	2011-03-31	$0
Value of net income/loss	2011-03-31	$1,353,565
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$16,039,289
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$14,685,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Assets. partnership/joint venture interests at end of year	2011-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-03-31	$0
Investment advisory and management fees	2011-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$13,812,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$10,194,167
Value of interest in pooled separate accounts at end of year	2011-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-03-31	$0
Interest on participant loans	2011-03-31	$23,830
Income. Interest from loans (other than to participants)	2011-03-31	$0
Interest earned on other investments	2011-03-31	$0
Income. Interest from US Government securities	2011-03-31	$0
Income. Interest from corporate debt instruments	2011-03-31	$0
Value of interest in master investment trust accounts at end of year	2011-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-03-31	$0
Value of interest in common/collective trusts at end of year	2011-03-31	$0
Value of interest in common/collective trusts at beginning of year	2011-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$1,163,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$3,606,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$3,606,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-03-31	$0
Asset value of US Government securities at end of year	2011-03-31	$0
Asset value of US Government securities at beginning of year	2011-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$1,268,753
Net investment gain/loss from pooled separate accounts	2011-03-31	$0
Net investment gain or loss from common/collective trusts	2011-03-31	$0
Net gain/loss from 103.12 investment entities	2011-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Assets. Invements in employer securities at end of year	2011-03-31	$0
Assets. Invements in employer securities at beginning of year	2011-03-31	$0
Assets. Value of employer real property at end of year	2011-03-31	$0
Assets. Value of employer real property at beginning of year	2011-03-31	$0
Contributions received in cash from employer	2011-03-31	$600,000
Employer contributions (assets) at end of year	2011-03-31	$600,000
Employer contributions (assets) at beginning of year	2011-03-31	$450,000
Income. Dividends from preferred stock	2011-03-31	$0
Income. Dividends from common stock	2011-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$539,018
Asset. Corporate debt instrument preferred debt at end of year	2011-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-03-31	$0
Contract administrator fees	2011-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-03-31	$0
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Aggregate proceeds on sale of assets	2011-03-31	$804,631
Aggregate carrying amount (costs) on sale of assets	2011-03-31	$804,631
Liabilities. Value of acquisition indebtedness at end of year	2011-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	RAIMONDO PETTIT GROUP
Accountancy firm EIN	2011-03-31	330523641

Form 5500 Responses for WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

2022: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	Yes
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement – Insurance	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

722182

Policy instance

Insurance contract or identification number	722182
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

722182

Policy instance

Insurance contract or identification number	722182
Number of Individuals Covered	470
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512345-000

Policy instance

Insurance contract or identification number	512345-000
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $382
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $382
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512345-000

Policy instance

Insurance contract or identification number	512345-000
Number of Individuals Covered	485
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $748
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $748
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	M HOLDING SECURITIES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512345-000

Policy instance

Insurance contract or identification number	512345-000
Number of Individuals Covered	462
Insurance policy start date	2015-04-10
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $678
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $678
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	M. HOLDING SECURITIES, INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512345-000

Policy instance

Insurance contract or identification number	512345-000
Number of Individuals Covered	428
Insurance policy start date	2014-04-10
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $414
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $414
Insurance broker organization code?	3
Insurance broker name	M. HOLDING SECURITIES, INC.

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Company Name:	WALTERS WHOLESALE ELECTRIC CO.
Employer identification number (EIN):	952091661
NAIC Classification:	423600