Civic Intelligence
Filing

Trimmasters Inc. Savings and Investment Plan

Trimmasters Inc. • EIN 31-1222038 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

5,745 → 2,575

-3,170 • -55.18%

Assets

Up

$16,645,169 → $20,727,740

$4,082,571 • 24.53%

Investment Management Fee

0.00%

$0

Admin expenses $19,040 • Total expenses $930,331

Filing Details

Context
Transfers from other plans
$17,160
Net investment result
$4,099,731
Pension payor EIN
04-6767357

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
COLEMAN AND WILLIAMS, LTDEIN 39-1658905Accountant--Coleman & Williams Ltd.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201620$0$23,950-
Trimmasters Inc. Welfare Plan-0---
Trimmasters Inc. Savings and Investment Plan-0-$23,950-
2015236$17,503,080$45,005$1,250iApproximate average salary by contribution assumption: employee only about $31,253 at 4% or $20,836 at 6%; with 50% employer match about $20,836 at 4% or $13,890 at 6%; with 100% employer match about $15,627 at 4% or $10,418 at 6%.
Trimmasters Inc. Savings and Investment Plan-36$17,503,080$45,005$1,250iApproximate average salary by contribution assumption: employee only about $31,253 at 4% or $20,836 at 6%; with 50% employer match about $20,836 at 4% or $13,890 at 6%; with 100% employer match about $15,627 at 4% or $10,418 at 6%.
Trimmasters Inc. Welfare Plan-1---
2014279$20,918,070$75,168$951iApproximate average salary by contribution assumption: employee only about $23,787 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,894 at 4% or $7,929 at 6%.
Trimmasters Inc. Savings and Investment Plan-79$20,918,070$75,168$951iApproximate average salary by contribution assumption: employee only about $23,787 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,894 at 4% or $7,929 at 6%.
Trimmasters Inc. Welfare Plan-10---
2013290$21,194,519$76,166$846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,579 at 4% or $7,052 at 6%.
Trimmasters Inc. Savings and Investment Plan-90$21,194,519$76,166$846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,579 at 4% or $7,052 at 6%.
Trimmasters Inc. Welfare Plan-18---
2012278$23,601,134$115,585$1,482iApproximate average salary by contribution assumption: employee only about $37,046 at 4% or $24,698 at 6%; with 50% employer match about $24,698 at 4% or $16,465 at 6%; with 100% employer match about $18,523 at 4% or $12,349 at 6%.
Trimmasters Inc. Savings and Investment Plan-78$23,601,134$115,585$1,482iApproximate average salary by contribution assumption: employee only about $37,046 at 4% or $24,698 at 6%; with 50% employer match about $24,698 at 4% or $16,465 at 6%; with 100% employer match about $18,523 at 4% or $12,349 at 6%.
Trimmasters Inc. Welfare Plan-25---
20112344$34,400,914$1,487,829$4,325iApproximate average salary by contribution assumption: employee only about $108,127 at 4% or $72,085 at 6%; with 50% employer match about $72,085 at 4% or $48,056 at 6%; with 100% employer match about $54,064 at 4% or $36,042 at 6%.
Trimmasters Inc. Savings and Investment Plan-149$34,400,914$1,487,829$9,985iApproximate average salary by contribution assumption: employee only about $249,636 at 4% or $166,424 at 6%; with 50% employer match about $166,424 at 4% or $110,949 at 6%; with 100% employer match about $124,818 at 4% or $83,212 at 6%.
Trimmasters Inc. Welfare Plan-344---
20102565$38,379,065$1,885,872$3,338iApproximate average salary by contribution assumption: employee only about $83,446 at 4% or $55,630 at 6%; with 50% employer match about $55,630 at 4% or $37,087 at 6%; with 100% employer match about $41,723 at 4% or $27,815 at 6%.
Trimmasters Inc. Savings and Investment Plan-565$38,379,065$1,885,872$3,338iApproximate average salary by contribution assumption: employee only about $83,446 at 4% or $55,630 at 6%; with 50% employer match about $55,630 at 4% or $37,087 at 6%; with 100% employer match about $41,723 at 4% or $27,815 at 6%.
Trimmasters Inc. Welfare Plan-539---
20092850$39,884,948$2,158,528$2,539iApproximate average salary by contribution assumption: employee only about $63,486 at 4% or $42,324 at 6%; with 50% employer match about $42,324 at 4% or $28,216 at 6%; with 100% employer match about $31,743 at 4% or $21,162 at 6%.
Trimmasters Inc. Savings and Investment Plan-850$39,884,948$2,158,528$2,539iApproximate average salary by contribution assumption: employee only about $63,486 at 4% or $42,324 at 6%; with 50% employer match about $42,324 at 4% or $28,216 at 6%; with 100% employer match about $31,743 at 4% or $21,162 at 6%.
Trimmasters Inc. Welfare Plan-793---
200821,995$53,324,988$6,196,789$3,106iApproximate average salary by contribution assumption: employee only about $77,654 at 4% or $51,769 at 6%; with 50% employer match about $51,769 at 4% or $34,513 at 6%; with 100% employer match about $38,827 at 4% or $25,885 at 6%.
Trimmasters Inc. Savings and Investment Plan-1,995$53,324,988$6,196,789$3,106iApproximate average salary by contribution assumption: employee only about $77,654 at 4% or $51,769 at 6%; with 50% employer match about $51,769 at 4% or $34,513 at 6%; with 100% employer match about $38,827 at 4% or $25,885 at 6%.
Trimmasters Inc. Welfare Plan-1,513---
200722,219$57,133,456$6,960,790$3,137iApproximate average salary by contribution assumption: employee only about $78,423 at 4% or $52,282 at 6%; with 50% employer match about $52,282 at 4% or $34,854 at 6%; with 100% employer match about $39,211 at 4% or $26,141 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,219$57,133,456$6,960,790$3,137iApproximate average salary by contribution assumption: employee only about $78,423 at 4% or $52,282 at 6%; with 50% employer match about $52,282 at 4% or $34,854 at 6%; with 100% employer match about $39,211 at 4% or $26,141 at 6%.
Trimmasters Inc. Welfare Plan-1,677---
200622,336$51,610,699$7,209,202$3,086iApproximate average salary by contribution assumption: employee only about $77,153 at 4% or $51,436 at 6%; with 50% employer match about $51,436 at 4% or $34,290 at 6%; with 100% employer match about $38,577 at 4% or $25,718 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,336$51,610,699$7,209,202$3,086iApproximate average salary by contribution assumption: employee only about $77,153 at 4% or $51,436 at 6%; with 50% employer match about $51,436 at 4% or $34,290 at 6%; with 100% employer match about $38,577 at 4% or $25,718 at 6%.
Trimmasters Inc. Welfare Plan-1,767---
200532,770$45,302,913$6,735,430$2,432iApproximate average salary by contribution assumption: employee only about $60,789 at 4% or $40,526 at 6%; with 50% employer match about $40,526 at 4% or $27,017 at 6%; with 100% employer match about $30,395 at 4% or $20,263 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,770$45,302,913$6,735,430$2,432iApproximate average salary by contribution assumption: employee only about $60,789 at 4% or $40,526 at 6%; with 50% employer match about $40,526 at 4% or $27,017 at 6%; with 100% employer match about $30,395 at 4% or $20,263 at 6%.
Trimmasters Inc. Welfare Plan-1,781---
Trimmasters Inc. Money Purchase Plan-0---
200432,936$40,289,421$6,012,918$2,048iApproximate average salary by contribution assumption: employee only about $51,200 at 4% or $34,133 at 6%; with 50% employer match about $34,133 at 4% or $22,756 at 6%; with 100% employer match about $25,600 at 4% or $17,067 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,936$24,171,422$3,775,761$1,286iApproximate average salary by contribution assumption: employee only about $32,151 at 4% or $21,434 at 6%; with 50% employer match about $21,434 at 4% or $14,289 at 6%; with 100% employer match about $16,075 at 4% or $10,717 at 6%.
Trimmasters Inc. Money Purchase Plan-2,512$16,117,999$2,237,157$891iApproximate average salary by contribution assumption: employee only about $22,265 at 4% or $14,843 at 6%; with 50% employer match about $14,843 at 4% or $9,895 at 6%; with 100% employer match about $11,132 at 4% or $7,422 at 6%.
Trimmasters Inc. Welfare Plan-1,782---
200332,575$20,727,740$3,080,647$1,196iApproximate average salary by contribution assumption: employee only about $29,909 at 4% or $19,939 at 6%; with 50% employer match about $19,939 at 4% or $13,293 at 6%; with 100% employer match about $14,955 at 4% or $9,970 at 6%.
Trimmasters Inc. Savings and Investment PlanCurrent2,575$20,727,740$3,080,647$1,196iApproximate average salary by contribution assumption: employee only about $29,909 at 4% or $19,939 at 6%; with 50% employer match about $19,939 at 4% or $13,293 at 6%; with 100% employer match about $14,955 at 4% or $9,970 at 6%.
Trimmasters Inc. Welfare Plan-1,625---
Trimmasters Inc. Money Purchase Plan-2,090---
200235,740$0$0-
Trimmasters Inc. Welfare Plan-1,594---
Trimmasters Inc. Savings and Investment Plan-5,740---
Trimmasters Inc. Money Purchase Plan-2,467---
200152,467$24,789,109$4,485,827$1,818iApproximate average salary by contribution assumption: employee only about $45,458 at 4% or $30,306 at 6%; with 50% employer match about $30,306 at 4% or $20,204 at 6%; with 100% employer match about $22,729 at 4% or $15,153 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,467$15,181,125$3,039,390$1,232iApproximate average salary by contribution assumption: employee only about $30,800 at 4% or $20,534 at 6%; with 50% employer match about $20,534 at 4% or $13,689 at 6%; with 100% employer match about $15,400 at 4% or $10,267 at 6%.
Trimmasters Inc. Money Purchase Plan-2,467$9,607,984$1,446,437$586iApproximate average salary by contribution assumption: employee only about $14,658 at 4% or $9,772 at 6%; with 50% employer match about $9,772 at 4% or $6,515 at 6%; with 100% employer match about $7,329 at 4% or $4,886 at 6%.
Trimmasters Inc. Life and Ad&D Ins.-0---
Trimmasters Inc. Welfare Plan-1,444---
Trimmasters Inc. Long Term Disability Plan-0---
200052,501$21,562,507$4,196,776$1,678iApproximate average salary by contribution assumption: employee only about $41,951 at 4% or $27,967 at 6%; with 50% employer match about $27,967 at 4% or $18,645 at 6%; with 100% employer match about $20,975 at 4% or $13,984 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,501$13,458,372$2,814,674$1,125iApproximate average salary by contribution assumption: employee only about $28,135 at 4% or $18,757 at 6%; with 50% employer match about $18,757 at 4% or $12,505 at 6%; with 100% employer match about $14,068 at 4% or $9,378 at 6%.
Trimmasters Inc. Money Purchase Plan-1,923$8,104,135$1,382,102$719iApproximate average salary by contribution assumption: employee only about $17,968 at 4% or $11,979 at 6%; with 50% employer match about $11,979 at 4% or $7,986 at 6%; with 100% employer match about $8,984 at 4% or $5,989 at 6%.
Trimmasters Inc. Long Term Disability Plan-293---
Trimmasters Inc. Life and Ad&D Ins.-1,344---
Trimmasters Inc. Welfare Plan-1,427---
199952,205$11,882,058$2,453,887$1,113iApproximate average salary by contribution assumption: employee only about $27,822 at 4% or $18,548 at 6%; with 50% employer match about $18,548 at 4% or $12,365 at 6%; with 100% employer match about $13,911 at 4% or $9,274 at 6%.
Trimmasters Inc. Savings and Investment Plan-2,205$11,882,058$2,453,887$1,113iApproximate average salary by contribution assumption: employee only about $27,822 at 4% or $18,548 at 6%; with 50% employer match about $18,548 at 4% or $12,365 at 6%; with 100% employer match about $13,911 at 4% or $9,274 at 6%.
Trimmasters Inc. Life and Ad&D Ins.-1,781---
Trimmasters Inc. Money Purchase Plan-1,833---
Trimmasters Inc. Welfare Plan-1,752---
Trimmasters Inc. Long Term Disability Plan-260---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
91037347319355
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098030002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
91037347319355
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098030002
Provider Terminate 01 Name
PRICEWATERHOUSECOOPERS LLP
Provider Terminate 01 EIN
13-4008324
Provider Terminate 01 Position
AUDITOR
Provider Terminate 01 Str Address
100 E WISCONSIN AVE SUITE 1500
Provider Terminate 01 City
MILWAUKEE
Provider Terminate 01 State
WI
Provider Terminate 01 ZIP Code
532020000
Provider Terminate 01 Phone Num
4142121600
Provider Terminate 01 Text
PRICEWATERHOUSECOOPERS IS NO LONGER THE AUDITOR OF THIS PLAN

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
91037347319355
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374278098030002
Provider 01 Name
FIDELITY MANAGEMENT TRUST CO
Provider 01 EIN
04-6767357
Provider 01 Position
TRUSTEE
Provider 01 Relation
NA
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$18,451
Provider 01 Srvc Code
26

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
91037347319355
Schedule C EIN
31-1222038
Schedule C Plan number
002
Schedule C Plan Year Begin Date
2003-01-01
Schedule C Tax Period
20031231
Provider Total Comp Paid Amount
$895

Schedule D

Row 1
Filing Id
91037347319355
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098030003
DFE P1 Entity 01 Name
SAVINGS AND INVESTMENT MASTER PLAN
DFE P1 Spons 01 Name
JOHNSON CONTROLS, INC.
DFE P1 Plan 01 EIN Plan number
390380010000
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$18,746,253
Row 2
Filing Id
91037347319355
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098030003

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$20,727,740$4,082,571 change

Balance Sheet

Beginning and end of plan year.

Total assets$16,645,169$20,727,740Increase +$4,082,571 (24.53%)
Total liabilities$0$0No change $0
Net assets$16,645,169$20,727,740Increase +$4,082,571 (24.53%)

Contributions

Employer contributions$763,126
Participant contributions$2,317,521
Other contributions$0
Total contributions$3,080,647

Income & Investment Result

Total income$5,030,062
Interest$53,909
Dividends$0
Net income$4,099,731

Expenses & Fees

Benefits paid$911,291
Investment management$0
Administrative expenses$19,040
Total expenses$930,331

Accountant

FirmCOLEMAN AND WILLIAMS, LTD
Firm EIN39-1658905

Compliance

Fidelity bondYes
Fidelity bond amount$20,000,000
Participant loans$1,195,877
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $16,645,169Total assets at end of year: $20,727,740Total liabilities at end of year: $0Net income or loss: $4,099,731
Filing Id
91037347319355
Schedule H EIN
31-1222038
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2003-01-01
Schedule H Tax Period
20031231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$787,087
Participants Contribution Beginning of year Amount
$36,539
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$990,611
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$14,830,932
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$16,645,169
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$16,645,169
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$763,126
Participants Contribution End of year Amount
$22,484
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$1,195,877
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$18,746,253
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$20,727,740
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$20,727,740
Employer contributions
$763,126
Participant contributions
$2,317,521
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$3,080,647
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$53,909
Interest On Oth Investment Amount
$0
Total interest income
$53,909
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$1,895,506
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$5,030,062
Participant distributions
$911,291
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$911,291
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$19,040
Total administrative expenses
$19,040
Total expenses
$930,331
Net income or loss
$4,099,731
Total Transfers To Amount
$0
Transfers from other plans
$17,160
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
No
Accountant firm name
COLEMAN AND WILLIAMS, LTD
Accountant firm EIN
39-1658905
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$20,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0
Plan Transfer 01 Name
JCI INTERIORS PERT PLAN
Plan Transfer 01 EIN
38-3380735
Plan Transfer 01 Plan number
001

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6767357

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6767357
Filing Id
91037347319355
Schedule R EIN
31-1222038
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6767357
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0