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NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameNATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST
Plan identification number 001

NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL MACHINERY LLC has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MACHINERY LLC
Employer identification number (EIN):030400206
NAIC Classification:333510

Additional information about NATIONAL MACHINERY LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2002-03-05
Company Identification Number: 1304054
Legal Registered Office Address: 1300 E 9TH ST
-
CLEVELAND
United States of America (USA)
44114

More information about NATIONAL MACHINERY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-30SUSAN JOHNSON2023-10-15 SUSAN JOHNSON2023-10-15
0012020-12-30SUSAN JOHNSON2022-10-16 SUSAN JOHNSON2022-10-16
0012019-12-30SUSAN JOHNSON2021-10-14 SUSAN JOHNSON2021-10-14
0012018-12-30SUSAN JOHNSON2020-10-12 SUSAN JOHNSON2020-10-12
0012018-12-30SUSAN JOHNSON2021-10-20 SUSAN JOHNSON2021-10-20
0012017-12-30
0012016-12-30 JAY KIESEL2018-10-11
0012015-12-30SUSAN JOHNSON TODD STRANGE2017-10-10
0012014-12-30SUSAN JOHNSON TODD STRANGE2016-10-13
0012013-12-30SUSAN JOHNSON KURT LOEFFLER2015-10-09
0012012-12-30ANNE MARTIN KURT LOEFFLER2014-10-15
0012011-12-30ANNE MARTIN PATRICK BOWERS2013-10-15
0012010-12-30ANNE MARTIN PATRICK BOWERS2012-10-15
0012009-12-30ANNE MARTIN
0012008-12-30

Plan Statistics for NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST

Measure Date Value
2022: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-2913,170,093
Acturial value of plan assets2022-12-2913,170,093
Funding target for retired participants and beneficiaries receiving payment2022-12-295,502,256
Number of terminated vested participants2022-12-293
Fundng target for terminated vested participants2022-12-29103,360
Active participant vested funding target2022-12-294,859,786
Number of active participants2022-12-2981
Total funding liabilities for active participants2022-12-294,859,786
Total participant count2022-12-29138
Total funding target for all participants2022-12-2910,465,402
Balance at beginning of prior year after applicable adjustments2022-12-290
Prefunding balance at beginning of prior year after applicable adjustments2022-12-290
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-290
Prefunding balanced used to offset prior years funding requirement2022-12-290
Amount remaining of carryover balance2022-12-290
Amount remaining of prefunding balance2022-12-290
Present value of excess contributions2022-12-291,581,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-291,664,692
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-290
Reductions in caryover balances due to elections or deemed elections2022-12-290
Reductions in prefunding balances due to elections or deemed elections2022-12-290
Balance of carryovers at beginning of current year2022-12-290
Balance of prefunding at beginning of current year2022-12-290
Total employer contributions2022-12-29850,000
Total employee contributions2022-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-290
Contributions made to avoid restrictions adjusted to valuation date2022-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-29797,447
Unpaid minimum required contributions for all prior years2022-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-290
Remaining amount of unpaid minimum required contributions2022-12-290
Minimum required contributions for current year target normal cost2022-12-29166,440
Net shortfall amortization installment of oustanding balance2022-12-290
Waiver amortization installment2022-12-290
Total funding amount beforereflecting carryover/prefunding balances2022-12-290
Carryover balance elected to use to offset funding requirement2022-12-290
Prefunding balance elected to use to offset funding requirement2022-12-290
Additional cash requirement2022-12-290
Contributions allocatedtoward minimum required contributions for current year2022-12-29797,447
Unpaid minimum required contributions for current year2022-12-290
Unpaid minimum required contributions for all years2022-12-290
2021: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-12-30138
Total number of active participants reported on line 7a of the Form 55002021-12-3062
Number of retired or separated participants receiving benefits2021-12-3039
Number of other retired or separated participants entitled to future benefits2021-12-303
Total of all active and inactive participants2021-12-30104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-3012
Total participants2021-12-30116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-300
Market value of plan assets2021-12-2912,060,679
Acturial value of plan assets2021-12-2912,060,679
Funding target for retired participants and beneficiaries receiving payment2021-12-295,766,045
Number of terminated vested participants2021-12-293
Fundng target for terminated vested participants2021-12-29102,348
Active participant vested funding target2021-12-296,327,291
Number of active participants2021-12-29100
Total funding liabilities for active participants2021-12-296,327,291
Total participant count2021-12-29154
Total funding target for all participants2021-12-2912,195,684
Balance at beginning of prior year after applicable adjustments2021-12-290
Prefunding balance at beginning of prior year after applicable adjustments2021-12-290
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-290
Prefunding balanced used to offset prior years funding requirement2021-12-290
Amount remaining of carryover balance2021-12-290
Amount remaining of prefunding balance2021-12-290
Present value of excess contributions2021-12-29218,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-29230,588
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-290
Reductions in caryover balances due to elections or deemed elections2021-12-290
Reductions in prefunding balances due to elections or deemed elections2021-12-290
Balance of carryovers at beginning of current year2021-12-290
Balance of prefunding at beginning of current year2021-12-290
Total employer contributions2021-12-291,900,000
Total employee contributions2021-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-290
Contributions made to avoid restrictions adjusted to valuation date2021-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-291,815,022
Liquidity shortfalls end of Q12021-12-290
Liquidity shortfalls end of Q22021-12-290
Liquidity shortfalls end of Q32021-12-290
Liquidity shortfalls end of Q42021-12-290
Unpaid minimum required contributions for all prior years2021-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-290
Remaining amount of unpaid minimum required contributions2021-12-290
Minimum required contributions for current year target normal cost2021-12-29190,000
Net shortfall amortization installment of oustanding balance2021-12-29135,002
Waiver amortization installment2021-12-290
Total funding amount beforereflecting carryover/prefunding balances2021-12-29233,066
Carryover balance elected to use to offset funding requirement2021-12-290
Prefunding balance elected to use to offset funding requirement2021-12-290
Additional cash requirement2021-12-29233,066
Contributions allocatedtoward minimum required contributions for current year2021-12-291,815,022
Unpaid minimum required contributions for current year2021-12-290
Unpaid minimum required contributions for all years2021-12-290
2020: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-12-30161
Total number of active participants reported on line 7a of the Form 55002020-12-3081
Number of retired or separated participants receiving benefits2020-12-3040
Number of other retired or separated participants entitled to future benefits2020-12-303
Total of all active and inactive participants2020-12-30124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-3014
Total participants2020-12-30138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-300
Market value of plan assets2020-12-2911,347,538
Acturial value of plan assets2020-12-2911,347,538
Funding target for retired participants and beneficiaries receiving payment2020-12-295,888,261
Number of terminated vested participants2020-12-293
Fundng target for terminated vested participants2020-12-2989,404
Active participant vested funding target2020-12-296,540,999
Number of active participants2020-12-29109
Total funding liabilities for active participants2020-12-296,658,070
Total participant count2020-12-29164
Total funding target for all participants2020-12-2912,635,735
Balance at beginning of prior year after applicable adjustments2020-12-290
Prefunding balance at beginning of prior year after applicable adjustments2020-12-290
Prefunding balanced used to offset prior years funding requirement2020-12-290
Amount remaining of carryover balance2020-12-290
Amount remaining of prefunding balance2020-12-290
Present value of excess contributions2020-12-29220,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-29251,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-29251,371
Reductions in caryover balances due to elections or deemed elections2020-12-290
Reductions in prefunding balances due to elections or deemed elections2020-12-29251,371
Balance of carryovers at beginning of current year2020-12-290
Balance of prefunding at beginning of current year2020-12-290
Total employer contributions2020-12-29854,621
Total employee contributions2020-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-290
Contributions made to avoid restrictions adjusted to valuation date2020-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-29845,019
Unpaid minimum required contributions for all prior years2020-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-290
Remaining amount of unpaid minimum required contributions2020-12-290
Minimum required contributions for current year target normal cost2020-12-29190,000
Net shortfall amortization installment of oustanding balance2020-12-291,288,197
Waiver amortization installment2020-12-290
Total funding amount beforereflecting carryover/prefunding balances2020-12-29626,203
Additional cash requirement2020-12-29626,203
Contributions allocatedtoward minimum required contributions for current year2020-12-29845,019
Unpaid minimum required contributions for current year2020-12-290
Unpaid minimum required contributions for all years2020-12-290
2019: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-12-30166
Total number of active participants reported on line 7a of the Form 55002019-12-30102
Number of retired or separated participants receiving benefits2019-12-3056
Number of other retired or separated participants entitled to future benefits2019-12-303
Total of all active and inactive participants2019-12-30161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-300
Total participants2019-12-30161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-300
Market value of plan assets2019-12-2910,114,841
Acturial value of plan assets2019-12-2910,114,841
Funding target for retired participants and beneficiaries receiving payment2019-12-295,529,829
Number of terminated vested participants2019-12-294
Fundng target for terminated vested participants2019-12-2998,394
Active participant vested funding target2019-12-297,013,479
Number of active participants2019-12-29118
Total funding liabilities for active participants2019-12-297,139,583
Total participant count2019-12-29172
Total funding target for all participants2019-12-2912,767,806
Balance at beginning of prior year after applicable adjustments2019-12-290
Prefunding balance at beginning of prior year after applicable adjustments2019-12-290
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-290
Prefunding balanced used to offset prior years funding requirement2019-12-290
Amount remaining of carryover balance2019-12-290
Amount remaining of prefunding balance2019-12-290
Present value of excess contributions2019-12-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-2923,425
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-2923,425
Reductions in caryover balances due to elections or deemed elections2019-12-290
Reductions in prefunding balances due to elections or deemed elections2019-12-2923,425
Balance of carryovers at beginning of current year2019-12-290
Balance of prefunding at beginning of current year2019-12-290
Total employer contributions2019-12-29106,387
Total employee contributions2019-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-290
Contributions made to avoid restrictions adjusted to valuation date2019-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-29693,175
Liquidity shortfalls end of Q12019-12-290
Liquidity shortfalls end of Q22019-12-290
Liquidity shortfalls end of Q32019-12-290
Liquidity shortfalls end of Q42019-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-290
Remaining amount of unpaid minimum required contributions2019-12-290
Minimum required contributions for current year target normal cost2019-12-29190,000
Net shortfall amortization installment of oustanding balance2019-12-292,652,965
Waiver amortization installment2019-12-290
Total funding amount beforereflecting carryover/prefunding balances2019-12-29472,829
Additional cash requirement2019-12-29472,829
Contributions allocatedtoward minimum required contributions for current year2019-12-29693,175
Unpaid minimum required contributions for current year2019-12-290
Unpaid minimum required contributions for all years2019-12-290
2018: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-12-30173
Total number of active participants reported on line 7a of the Form 55002018-12-30108
Number of retired or separated participants receiving benefits2018-12-3039
Number of other retired or separated participants entitled to future benefits2018-12-303
Total of all active and inactive participants2018-12-30150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-3015
Total participants2018-12-30165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-300
Market value of plan assets2018-12-2911,635,307
Acturial value of plan assets2018-12-2911,635,307
Funding target for retired participants and beneficiaries receiving payment2018-12-295,895,314
Number of terminated vested participants2018-12-294
Fundng target for terminated vested participants2018-12-2991,413
Active participant vested funding target2018-12-297,367,525
Number of active participants2018-12-29127
Total funding liabilities for active participants2018-12-297,535,819
Total participant count2018-12-29184
Total funding target for all participants2018-12-2913,522,546
Balance at beginning of prior year after applicable adjustments2018-12-290
Prefunding balance at beginning of prior year after applicable adjustments2018-12-290
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-290
Prefunding balanced used to offset prior years funding requirement2018-12-290
Amount remaining of carryover balance2018-12-290
Amount remaining of prefunding balance2018-12-290
Present value of excess contributions2018-12-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-29228
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-29228
Reductions in prefunding balances due to elections or deemed elections2018-12-29228
Balance of carryovers at beginning of current year2018-12-290
Balance of prefunding at beginning of current year2018-12-290
Total employer contributions2018-12-29781,864
Total employee contributions2018-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-290
Contributions made to avoid restrictions adjusted to valuation date2018-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-29741,159
Liquidity shortfalls end of Q12018-12-290
Liquidity shortfalls end of Q22018-12-290
Liquidity shortfalls end of Q32018-12-290
Liquidity shortfalls end of Q42018-12-290
Unpaid minimum required contributions for all prior years2018-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-290
Remaining amount of unpaid minimum required contributions2018-12-290
Minimum required contributions for current year target normal cost2018-12-29190,000
Net shortfall amortization installment of oustanding balance2018-12-291,934,398
Waiver amortization installment2018-12-290
Total funding amount beforereflecting carryover/prefunding balances2018-12-29635,404
Carryover balance elected to use to offset funding requirement2018-12-290
Prefunding balance elected to use to offset funding requirement2018-12-290
Additional cash requirement2018-12-29635,404
Contributions allocatedtoward minimum required contributions for current year2018-12-29741,159
Unpaid minimum required contributions for current year2018-12-290
Unpaid minimum required contributions for all years2018-12-290
2017: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-12-30183
Total number of active participants reported on line 7a of the Form 55002017-12-30115
Number of retired or separated participants receiving benefits2017-12-3041
Number of other retired or separated participants entitled to future benefits2017-12-303
Total of all active and inactive participants2017-12-30159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-3014
Total participants2017-12-30173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-300
Market value of plan assets2017-12-2912,282,899
Acturial value of plan assets2017-12-2912,282,899
Funding target for retired participants and beneficiaries receiving payment2017-12-295,451,251
Number of terminated vested participants2017-12-298
Fundng target for terminated vested participants2017-12-29207,996
Active participant vested funding target2017-12-298,395,107
Number of active participants2017-12-29146
Total funding liabilities for active participants2017-12-298,584,693
Total participant count2017-12-29205
Total funding target for all participants2017-12-2914,243,940
Balance at beginning of prior year after applicable adjustments2017-12-290
Prefunding balance at beginning of prior year after applicable adjustments2017-12-290
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-290
Prefunding balanced used to offset prior years funding requirement2017-12-290
Amount remaining of carryover balance2017-12-290
Amount remaining of prefunding balance2017-12-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-295,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-295,233
Reductions in caryover balances due to elections or deemed elections2017-12-290
Reductions in prefunding balances due to elections or deemed elections2017-12-295,233
Balance of carryovers at beginning of current year2017-12-290
Balance of prefunding at beginning of current year2017-12-290
Total employer contributions2017-12-29783,685
Total employee contributions2017-12-290
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-290
Contributions made to avoid restrictions adjusted to valuation date2017-12-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-29734,249
Liquidity shortfalls end of Q12017-12-290
Liquidity shortfalls end of Q22017-12-290
Liquidity shortfalls end of Q32017-12-290
Liquidity shortfalls end of Q42017-12-290
Unpaid minimum required contributions for all prior years2017-12-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-290
Remaining amount of unpaid minimum required contributions2017-12-290
Minimum required contributions for current year target normal cost2017-12-29190,000
Net shortfall amortization installment of oustanding balance2017-12-292,021,560
Waiver amortization installment2017-12-290
Total funding amount beforereflecting carryover/prefunding balances2017-12-29634,087
Carryover balance elected to use to offset funding requirement2017-12-290
Prefunding balance elected to use to offset funding requirement2017-12-290
Additional cash requirement2017-12-29634,087
Contributions allocatedtoward minimum required contributions for current year2017-12-29734,249
Unpaid minimum required contributions for current year2017-12-290
Unpaid minimum required contributions for all years2017-12-290
2016: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-30205
Total number of active participants reported on line 7a of the Form 55002016-12-30124
Number of retired or separated participants receiving benefits2016-12-3043
Number of other retired or separated participants entitled to future benefits2016-12-303
Total of all active and inactive participants2016-12-30170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-3013
Total participants2016-12-30183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-300
2015: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-30215
Total number of active participants reported on line 7a of the Form 55002015-12-30146
Number of retired or separated participants receiving benefits2015-12-3039
Number of other retired or separated participants entitled to future benefits2015-12-308
Total of all active and inactive participants2015-12-30193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-3012
Total participants2015-12-30205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-300
2014: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-30222
Total number of active participants reported on line 7a of the Form 55002014-12-30157
Number of retired or separated participants receiving benefits2014-12-3038
Number of other retired or separated participants entitled to future benefits2014-12-308
Total of all active and inactive participants2014-12-30203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-3012
Total participants2014-12-30215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-300
2013: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-30244
Total number of active participants reported on line 7a of the Form 55002013-12-30166
Number of retired or separated participants receiving benefits2013-12-3035
Number of other retired or separated participants entitled to future benefits2013-12-308
Total of all active and inactive participants2013-12-30209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-3013
Total participants2013-12-30222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-300
2012: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-30243
Total number of active participants reported on line 7a of the Form 55002012-12-30187
Number of retired or separated participants receiving benefits2012-12-3035
Number of other retired or separated participants entitled to future benefits2012-12-308
Total of all active and inactive participants2012-12-30230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-3014
Total participants2012-12-30244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-300
2011: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-30242
Total number of active participants reported on line 7a of the Form 55002011-12-30189
Number of retired or separated participants receiving benefits2011-12-3034
Number of other retired or separated participants entitled to future benefits2011-12-307
Total of all active and inactive participants2011-12-30230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-3013
Total participants2011-12-30243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-300
2010: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-12-30254
Total number of active participants reported on line 7a of the Form 55002010-12-30191
Number of retired or separated participants receiving benefits2010-12-3035
Number of other retired or separated participants entitled to future benefits2010-12-303
Total of all active and inactive participants2010-12-30229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-3013
Total participants2010-12-30242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-300
2009: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-30265
Total number of active participants reported on line 7a of the Form 55002009-12-30198
Number of retired or separated participants receiving benefits2009-12-3036
Number of other retired or separated participants entitled to future benefits2009-12-307
Total of all active and inactive participants2009-12-30241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-3013
Total participants2009-12-30254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-300

Financial Data on NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-29$783,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-29$0
Total income from all sources (including contributions)2022-12-29$-920,632
Total loss/gain on sale of assets2022-12-29$0
Total of all expenses incurred2022-12-29$3,790,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-29$3,700,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-29$1,200,000
Value of total assets at end of year2022-12-29$8,357,094
Value of total assets at beginning of year2022-12-29$12,284,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-29$90,804
Total interest from all sources2022-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-29$4,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-29$4,887
Administrative expenses professional fees incurred2022-12-29$49,800
Was this plan covered by a fidelity bond2022-12-29Yes
Value of fidelity bond cover2022-12-29$500,000
If this is an individual account plan, was there a blackout period2022-12-29No
Were there any nonexempt tranactions with any party-in-interest2022-12-29No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-29$783,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-29$0
Administrative expenses (other) incurred2022-12-29$41,004
Total non interest bearing cash at end of year2022-12-29$0
Total non interest bearing cash at beginning of year2022-12-29$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-29No
Value of net income/loss2022-12-29$-4,711,580
Value of net assets at end of year (total assets less liabilities)2022-12-29$7,573,388
Value of net assets at beginning of year (total assets less liabilities)2022-12-29$12,284,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-29No
Were any leases to which the plan was party in default or uncollectible2022-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-29$43,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-29$295,205
Value of interest in pooled separate accounts at end of year2022-12-29$8,085,118
Value of interest in pooled separate accounts at beginning of year2022-12-29$11,974,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-29$228,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-29$15,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-29$15,362
Net investment gain/loss from pooled separate accounts2022-12-29$-2,125,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-29Yes
Was there a failure to transmit to the plan any participant contributions2022-12-29No
Has the plan failed to provide any benefit when due under the plan2022-12-29No
Contributions received in cash from employer2022-12-29$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-29$3,700,144
Did the plan have assets held for investment2022-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-29No
Opinion of an independent qualified public accountant for this plan2022-12-29Unqualified
Accountancy firm name2022-12-29RSM US LLP
Accountancy firm EIN2022-12-29420714325
2021 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-29$0
Total income from all sources (including contributions)2021-12-29$3,051,391
Total loss/gain on sale of assets2021-12-29$0
Total of all expenses incurred2021-12-29$2,827,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-29$2,660,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-29$1,000,000
Value of total assets at end of year2021-12-29$12,284,968
Value of total assets at beginning of year2021-12-29$12,060,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-29$166,440
Total interest from all sources2021-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-29$4,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-29$4,211
Administrative expenses professional fees incurred2021-12-29$58,860
Was this plan covered by a fidelity bond2021-12-29Yes
Value of fidelity bond cover2021-12-29$500,000
If this is an individual account plan, was there a blackout period2021-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-29$0
Were there any nonexempt tranactions with any party-in-interest2021-12-29No
Administrative expenses (other) incurred2021-12-29$107,580
Total non interest bearing cash at end of year2021-12-29$375
Total non interest bearing cash at beginning of year2021-12-29$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-29No
Value of net income/loss2021-12-29$224,289
Value of net assets at end of year (total assets less liabilities)2021-12-29$12,284,968
Value of net assets at beginning of year (total assets less liabilities)2021-12-29$12,060,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-29No
Were any leases to which the plan was party in default or uncollectible2021-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-29$295,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-29$243,852
Value of interest in pooled separate accounts at end of year2021-12-29$11,974,026
Value of interest in pooled separate accounts at beginning of year2021-12-29$11,745,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-29$15,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-29$70,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-29$70,922
Net investment gain/loss from pooled separate accounts2021-12-29$2,047,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-29Yes
Was there a failure to transmit to the plan any participant contributions2021-12-29No
Has the plan failed to provide any benefit when due under the plan2021-12-29No
Contributions received in cash from employer2021-12-29$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-29$2,660,662
Did the plan have assets held for investment2021-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-29No
Opinion of an independent qualified public accountant for this plan2021-12-29Unqualified
Accountancy firm name2021-12-29RSM US LLP
Accountancy firm EIN2021-12-29420714325
2020 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-29$0
Total income from all sources (including contributions)2020-12-29$2,432,404
Total loss/gain on sale of assets2020-12-29$0
Total of all expenses incurred2020-12-29$1,719,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-29$1,557,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-29$854,876
Value of total assets at end of year2020-12-29$12,060,679
Value of total assets at beginning of year2020-12-29$11,347,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-29$162,051
Total interest from all sources2020-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-29$1,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-29$1,044
Administrative expenses professional fees incurred2020-12-29$51,580
Was this plan covered by a fidelity bond2020-12-29Yes
Value of fidelity bond cover2020-12-29$500,000
If this is an individual account plan, was there a blackout period2020-12-29No
Were there any nonexempt tranactions with any party-in-interest2020-12-29No
Administrative expenses (other) incurred2020-12-29$110,471
Total non interest bearing cash at end of year2020-12-29$500
Total non interest bearing cash at beginning of year2020-12-29$103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-29No
Value of net income/loss2020-12-29$712,899
Value of net assets at end of year (total assets less liabilities)2020-12-29$12,060,679
Value of net assets at beginning of year (total assets less liabilities)2020-12-29$11,347,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-29No
Were any leases to which the plan was party in default or uncollectible2020-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-29$243,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-29$450,402
Value of interest in pooled separate accounts at end of year2020-12-29$11,745,405
Value of interest in pooled separate accounts at beginning of year2020-12-29$10,777,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-29$70,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-29$12,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-29$12,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-29$-3,214
Net investment gain/loss from pooled separate accounts2020-12-29$1,579,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-29Yes
Was there a failure to transmit to the plan any participant contributions2020-12-29No
Has the plan failed to provide any benefit when due under the plan2020-12-29No
Contributions received in cash from employer2020-12-29$854,876
Employer contributions (assets) at end of year2020-12-29$0
Employer contributions (assets) at beginning of year2020-12-29$106,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-29$1,557,454
Did the plan have assets held for investment2020-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-29No
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-12-29No
Opinion of an independent qualified public accountant for this plan2020-12-29Unqualified
Accountancy firm name2020-12-29RSM US LLP
Accountancy firm EIN2020-12-29420714325
2019 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-29$0
Total unrealized appreciation/depreciation of assets2019-12-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-29$23,530
Total income from all sources (including contributions)2019-12-29$3,105,445
Total loss/gain on sale of assets2019-12-29$0
Total of all expenses incurred2019-12-29$1,776,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-29$1,602,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-29$935,002
Value of total assets at end of year2019-12-29$11,347,780
Value of total assets at beginning of year2019-12-29$10,042,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-29$174,116
Total interest from all sources2019-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-29$20,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-29$20,142
Administrative expenses professional fees incurred2019-12-29$57,870
Was this plan covered by a fidelity bond2019-12-29Yes
Value of fidelity bond cover2019-12-29$500,000
If this is an individual account plan, was there a blackout period2019-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-29$0
Were there any nonexempt tranactions with any party-in-interest2019-12-29No
Administrative expenses (other) incurred2019-12-29$116,246
Total non interest bearing cash at end of year2019-12-29$103
Total non interest bearing cash at beginning of year2019-12-29$336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-29No
Value of net income/loss2019-12-29$1,329,211
Value of net assets at end of year (total assets less liabilities)2019-12-29$11,347,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-29$10,018,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-29No
Were any leases to which the plan was party in default or uncollectible2019-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-29$450,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-29$359,440
Value of interest in pooled separate accounts at end of year2019-12-29$10,777,949
Value of interest in pooled separate accounts at beginning of year2019-12-29$9,050,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-29$12,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-29$220,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-29$220,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-29$62,393
Net investment gain/loss from pooled separate accounts2019-12-29$2,087,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-29Yes
Was there a failure to transmit to the plan any participant contributions2019-12-29No
Has the plan failed to provide any benefit when due under the plan2019-12-29No
Contributions received in cash from employer2019-12-29$935,002
Employer contributions (assets) at end of year2019-12-29$106,387
Employer contributions (assets) at beginning of year2019-12-29$137,125
Income. Dividends from common stock2019-12-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-29$1,602,118
Assets. Corporate common stocks other than exployer securities at end of year2019-12-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-29$274,100
Did the plan have assets held for investment2019-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-29No
Liabilities. Value of acquisition indebtedness at end of year2019-12-29$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-29$23,530
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-29No
Opinion of an independent qualified public accountant for this plan2019-12-29Unqualified
Accountancy firm name2019-12-29RSM US LLP
Accountancy firm EIN2019-12-29420714325
2018 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-29$-173,247
Total unrealized appreciation/depreciation of assets2018-12-29$-173,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-29$23,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-29$256,909
Total income from all sources (including contributions)2018-12-29$90,799
Total loss/gain on sale of assets2018-12-29$0
Total of all expenses incurred2018-12-29$1,628,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-29$1,449,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-29$666,360
Value of total assets at end of year2018-12-29$10,042,099
Value of total assets at beginning of year2018-12-29$11,813,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-29$179,413
Total interest from all sources2018-12-29$469
Total dividends received (eg from common stock, registered investment company shares)2018-12-29$27,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-29$11,641
Administrative expenses professional fees incurred2018-12-29$62,343
Was this plan covered by a fidelity bond2018-12-29Yes
Value of fidelity bond cover2018-12-29$500,000
If this is an individual account plan, was there a blackout period2018-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-29$0
Were there any nonexempt tranactions with any party-in-interest2018-12-29No
Administrative expenses (other) incurred2018-12-29$108,523
Total non interest bearing cash at end of year2018-12-29$336
Total non interest bearing cash at beginning of year2018-12-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-29No
Value of net income/loss2018-12-29$-1,538,182
Value of net assets at end of year (total assets less liabilities)2018-12-29$10,018,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-29$11,556,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-29No
Were any leases to which the plan was party in default or uncollectible2018-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-29$359,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-29$1,003,768
Value of interest in pooled separate accounts at end of year2018-12-29$9,050,529
Value of interest in pooled separate accounts at beginning of year2018-12-29$9,280,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-29$220,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-29$31,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-29$31,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-29$469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-29$135,185
Net investment gain/loss from pooled separate accounts2018-12-29$-565,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-29Yes
Was there a failure to transmit to the plan any participant contributions2018-12-29No
Has the plan failed to provide any benefit when due under the plan2018-12-29No
Contributions received in cash from employer2018-12-29$666,360
Employer contributions (assets) at end of year2018-12-29$137,125
Employer contributions (assets) at beginning of year2018-12-29$385,922
Income. Dividends from common stock2018-12-29$16,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-29$1,449,568
Contract administrator fees2018-12-29$8,547
Assets. Corporate common stocks other than exployer securities at end of year2018-12-29$274,100
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-29$1,112,000
Did the plan have assets held for investment2018-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-29No
Liabilities. Value of acquisition indebtedness at end of year2018-12-29$23,530
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-29$256,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-29No
Opinion of an independent qualified public accountant for this plan2018-12-29Unqualified
Accountancy firm name2018-12-29CROWE LLP
Accountancy firm EIN2018-12-29350921680
2017 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-29$238,564
Total unrealized appreciation/depreciation of assets2017-12-29$238,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-29$256,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-29$44,672
Total income from all sources (including contributions)2017-12-29$2,101,769
Total loss/gain on sale of assets2017-12-29$0
Total of all expenses incurred2017-12-29$2,729,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-29$2,554,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-29$683,348
Value of total assets at end of year2017-12-29$11,813,660
Value of total assets at beginning of year2017-12-29$12,229,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-29$174,913
Total interest from all sources2017-12-29$86
Total dividends received (eg from common stock, registered investment company shares)2017-12-29$60,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-29$28,598
Administrative expenses professional fees incurred2017-12-29$49,586
Was this plan covered by a fidelity bond2017-12-29Yes
Value of fidelity bond cover2017-12-29$500,000
If this is an individual account plan, was there a blackout period2017-12-29No
Were there any nonexempt tranactions with any party-in-interest2017-12-29No
Administrative expenses (other) incurred2017-12-29$116,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-29No
Value of net income/loss2017-12-29$-627,786
Value of net assets at end of year (total assets less liabilities)2017-12-29$11,556,751
Value of net assets at beginning of year (total assets less liabilities)2017-12-29$12,184,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-29No
Were any leases to which the plan was party in default or uncollectible2017-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-29$1,003,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-29$1,052,268
Value of interest in pooled separate accounts at end of year2017-12-29$9,280,037
Value of interest in pooled separate accounts at beginning of year2017-12-29$9,317,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-29$31,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-29$328,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-29$328,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-29$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-29$216,518
Net investment gain/loss from pooled separate accounts2017-12-29$902,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-29Yes
Was there a failure to transmit to the plan any participant contributions2017-12-29No
Has the plan failed to provide any benefit when due under the plan2017-12-29No
Contributions received in cash from employer2017-12-29$683,348
Employer contributions (assets) at end of year2017-12-29$385,922
Employer contributions (assets) at beginning of year2017-12-29$0
Income. Dividends from common stock2017-12-29$31,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-29$2,554,642
Contract administrator fees2017-12-29$9,027
Assets. Corporate common stocks other than exployer securities at end of year2017-12-29$1,112,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-29$1,530,902
Did the plan have assets held for investment2017-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-29No
Liabilities. Value of acquisition indebtedness at end of year2017-12-29$256,909
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-29$44,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-29No
Opinion of an independent qualified public accountant for this plan2017-12-29Unqualified
Accountancy firm name2017-12-29CROWE LLP
Accountancy firm EIN2017-12-29350921680
2016 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-29$89,249
Total unrealized appreciation/depreciation of assets2016-12-29$89,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-29$44,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-29$21,802
Total income from all sources (including contributions)2016-12-29$927,866
Total loss/gain on sale of assets2016-12-29$0
Total of all expenses incurred2016-12-29$1,541,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-29$1,395,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-29$395,983
Value of total assets at end of year2016-12-29$12,229,209
Value of total assets at beginning of year2016-12-29$12,819,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-29$146,211
Total interest from all sources2016-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-29$77,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-29$31,669
Administrative expenses professional fees incurred2016-12-29$35,539
Was this plan covered by a fidelity bond2016-12-29Yes
Value of fidelity bond cover2016-12-29$500,000
If this is an individual account plan, was there a blackout period2016-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-29$0
Were there any nonexempt tranactions with any party-in-interest2016-12-29No
Administrative expenses (other) incurred2016-12-29$102,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-29No
Value of net income/loss2016-12-29$-613,425
Value of net assets at end of year (total assets less liabilities)2016-12-29$12,184,537
Value of net assets at beginning of year (total assets less liabilities)2016-12-29$12,797,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-29No
Were any leases to which the plan was party in default or uncollectible2016-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-29$1,052,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-29$1,299,886
Value of interest in pooled separate accounts at end of year2016-12-29$9,317,873
Value of interest in pooled separate accounts at beginning of year2016-12-29$8,896,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-29$328,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-29$76,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-29$76,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-29$61,345
Net investment gain/loss from pooled separate accounts2016-12-29$303,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-29Yes
Was there a failure to transmit to the plan any participant contributions2016-12-29No
Has the plan failed to provide any benefit when due under the plan2016-12-29No
Contributions received in cash from employer2016-12-29$395,983
Employer contributions (assets) at end of year2016-12-29$0
Employer contributions (assets) at beginning of year2016-12-29$657,226
Income. Dividends from common stock2016-12-29$46,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-29$1,395,080
Contract administrator fees2016-12-29$8,547
Assets. Corporate common stocks other than exployer securities at end of year2016-12-29$1,530,902
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-29$1,888,998
Did the plan have assets held for investment2016-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-29No
Liabilities. Value of acquisition indebtedness at end of year2016-12-29$44,672
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-29$21,802
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-29No
Opinion of an independent qualified public accountant for this plan2016-12-29Unqualified
Accountancy firm name2016-12-29CROWE HORWATH LLP
Accountancy firm EIN2016-12-29350921680
2015 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-29$-147,648
Total unrealized appreciation/depreciation of assets2015-12-29$-147,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-29$21,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-29$22,855
Total income from all sources (including contributions)2015-12-29$840,536
Total loss/gain on sale of assets2015-12-29$0
Total of all expenses incurred2015-12-29$1,387,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-29$1,258,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-29$894,172
Value of total assets at end of year2015-12-29$12,819,764
Value of total assets at beginning of year2015-12-29$13,367,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-29$128,700
Total interest from all sources2015-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-29$100,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-29$41,142
Administrative expenses professional fees incurred2015-12-29$63,352
Was this plan covered by a fidelity bond2015-12-29Yes
Value of fidelity bond cover2015-12-29$500,000
If this is an individual account plan, was there a blackout period2015-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-29$0
Were there any nonexempt tranactions with any party-in-interest2015-12-29No
Administrative expenses (other) incurred2015-12-29$56,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-29No
Value of net income/loss2015-12-29$-546,771
Value of net assets at end of year (total assets less liabilities)2015-12-29$12,797,962
Value of net assets at beginning of year (total assets less liabilities)2015-12-29$13,344,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-29No
Were any leases to which the plan was party in default or uncollectible2015-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-29$1,299,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-29$1,319,863
Value of interest in pooled separate accounts at end of year2015-12-29$8,896,813
Value of interest in pooled separate accounts at beginning of year2015-12-29$9,895,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-29$76,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-29$148,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-29$148,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-29$-19,977
Net investment gain/loss from pooled separate accounts2015-12-29$13,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-29Yes
Was there a failure to transmit to the plan any participant contributions2015-12-29No
Has the plan failed to provide any benefit when due under the plan2015-12-29No
Contributions received in cash from employer2015-12-29$894,172
Employer contributions (assets) at end of year2015-12-29$657,226
Employer contributions (assets) at beginning of year2015-12-29$132,494
Income. Dividends from common stock2015-12-29$59,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-29$1,258,607
Contract administrator fees2015-12-29$9,215
Assets. Corporate common stocks other than exployer securities at end of year2015-12-29$1,888,998
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-29$1,871,202
Did the plan have assets held for investment2015-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-29No
Liabilities. Value of acquisition indebtedness at end of year2015-12-29$21,802
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-29$22,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-29No
Opinion of an independent qualified public accountant for this plan2015-12-29Unqualified
Accountancy firm name2015-12-29CROWE HORWATH LLP
Accountancy firm EIN2015-12-29350921680
2014 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-29$-205,555
Total unrealized appreciation/depreciation of assets2014-12-29$-205,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-29$22,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-29$13,296
Total income from all sources (including contributions)2014-12-29$863,796
Total loss/gain on sale of assets2014-12-29$0
Total of all expenses incurred2014-12-29$2,101,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-29$2,002,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-29$340,292
Value of total assets at end of year2014-12-29$13,367,588
Value of total assets at beginning of year2014-12-29$14,595,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-29$98,439
Total interest from all sources2014-12-29$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-29$145,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-29$60,174
Administrative expenses professional fees incurred2014-12-29$50,771
Was this plan covered by a fidelity bond2014-12-29Yes
Value of fidelity bond cover2014-12-29$500,000
If this is an individual account plan, was there a blackout period2014-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-29$0
Were there any nonexempt tranactions with any party-in-interest2014-12-29No
Administrative expenses (other) incurred2014-12-29$39,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-29No
Value of net income/loss2014-12-29$-1,237,315
Value of net assets at end of year (total assets less liabilities)2014-12-29$13,344,733
Value of net assets at beginning of year (total assets less liabilities)2014-12-29$14,582,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-29No
Were any leases to which the plan was party in default or uncollectible2014-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-29$1,319,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-29$1,329,345
Value of interest in pooled separate accounts at end of year2014-12-29$9,895,624
Value of interest in pooled separate accounts at beginning of year2014-12-29$10,778,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-29$148,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-29$150,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-29$150,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-29$-9,482
Net investment gain/loss from pooled separate accounts2014-12-29$593,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-29Yes
Was there a failure to transmit to the plan any participant contributions2014-12-29No
Has the plan failed to provide any benefit when due under the plan2014-12-29No
Contributions received in cash from employer2014-12-29$340,292
Employer contributions (assets) at end of year2014-12-29$132,494
Employer contributions (assets) at beginning of year2014-12-29$408,665
Income. Dividends from common stock2014-12-29$85,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-29$2,002,672
Contract administrator fees2014-12-29$8,587
Assets. Corporate common stocks other than exployer securities at end of year2014-12-29$1,871,202
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-29$1,927,869
Did the plan have assets held for investment2014-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-29No
Liabilities. Value of acquisition indebtedness at end of year2014-12-29$22,855
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-29$13,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-29No
Opinion of an independent qualified public accountant for this plan2014-12-29Unqualified
Accountancy firm name2014-12-29CROWE HORWATH LLP
Accountancy firm EIN2014-12-29350921680
2013 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-29$-925,426
Total unrealized appreciation/depreciation of assets2013-12-29$-925,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-29$13,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-29$13,085
Total income from all sources (including contributions)2013-12-29$3,209,524
Total loss/gain on sale of assets2013-12-29$0
Total of all expenses incurred2013-12-29$1,771,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-29$1,674,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-29$851,754
Value of total assets at end of year2013-12-29$14,595,344
Value of total assets at beginning of year2013-12-29$13,157,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-29$97,170
Total interest from all sources2013-12-29$11
Total dividends received (eg from common stock, registered investment company shares)2013-12-29$113,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-29$46,448
Administrative expenses professional fees incurred2013-12-29$42,925
Was this plan covered by a fidelity bond2013-12-29Yes
Value of fidelity bond cover2013-12-29$500,000
If this is an individual account plan, was there a blackout period2013-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-29$0
Were there any nonexempt tranactions with any party-in-interest2013-12-29No
Administrative expenses (other) incurred2013-12-29$45,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-29No
Value of net income/loss2013-12-29$1,438,079
Value of net assets at end of year (total assets less liabilities)2013-12-29$14,582,048
Value of net assets at beginning of year (total assets less liabilities)2013-12-29$13,143,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-29No
Were any leases to which the plan was party in default or uncollectible2013-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-29$1,329,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-29$1,405,174
Value of interest in pooled separate accounts at end of year2013-12-29$10,778,851
Value of interest in pooled separate accounts at beginning of year2013-12-29$9,597,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-29$150,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-29$24,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-29$24,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-29$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-29$1,264,847
Net investment gain/loss from pooled separate accounts2013-12-29$1,904,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-29Yes
Was there a failure to transmit to the plan any participant contributions2013-12-29No
Has the plan failed to provide any benefit when due under the plan2013-12-29No
Contributions received in cash from employer2013-12-29$851,754
Employer contributions (assets) at end of year2013-12-29$408,665
Employer contributions (assets) at beginning of year2013-12-29$603,690
Income. Dividends from common stock2013-12-29$67,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-29$1,674,275
Contract administrator fees2013-12-29$8,452
Assets. Corporate common stocks other than exployer securities at end of year2013-12-29$1,927,869
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-29$1,525,880
Did the plan have assets held for investment2013-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-29No
Liabilities. Value of acquisition indebtedness at end of year2013-12-29$13,296
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-29$13,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-29No
Opinion of an independent qualified public accountant for this plan2013-12-29Unqualified
Accountancy firm name2013-12-29CROWE HORWATH LLP
Accountancy firm EIN2013-12-29350921680
2012 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-29$117,519
Total unrealized appreciation/depreciation of assets2012-12-29$117,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-29$13,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-29$4,740
Total income from all sources (including contributions)2012-12-29$2,499,962
Total loss/gain on sale of assets2012-12-29$0
Total of all expenses incurred2012-12-29$679,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-29$584,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-29$1,200,123
Value of total assets at end of year2012-12-29$13,157,054
Value of total assets at beginning of year2012-12-29$11,328,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-29$95,527
Total interest from all sources2012-12-29$10
Total dividends received (eg from common stock, registered investment company shares)2012-12-29$108,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-29No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-29$52,075
Administrative expenses professional fees incurred2012-12-29$39,170
Was this plan covered by a fidelity bond2012-12-29Yes
Value of fidelity bond cover2012-12-29$500,000
If this is an individual account plan, was there a blackout period2012-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-29$0
Were there any nonexempt tranactions with any party-in-interest2012-12-29No
Administrative expenses (other) incurred2012-12-29$48,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-29No
Value of net income/loss2012-12-29$1,820,125
Value of net assets at end of year (total assets less liabilities)2012-12-29$13,143,969
Value of net assets at beginning of year (total assets less liabilities)2012-12-29$11,323,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-29No
Were any leases to which the plan was party in default or uncollectible2012-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-29$1,405,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-29$1,311,322
Value of interest in pooled separate accounts at end of year2012-12-29$9,597,858
Value of interest in pooled separate accounts at beginning of year2012-12-29$8,405,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-29$24,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-29$90,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-29$90,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-29$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-29$93,946
Net investment gain/loss from pooled separate accounts2012-12-29$979,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-29Yes
Was there a failure to transmit to the plan any participant contributions2012-12-29No
Has the plan failed to provide any benefit when due under the plan2012-12-29No
Contributions received in cash from employer2012-12-29$1,200,123
Employer contributions (assets) at end of year2012-12-29$603,690
Employer contributions (assets) at beginning of year2012-12-29$296,146
Income. Dividends from common stock2012-12-29$56,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-29$584,310
Contract administrator fees2012-12-29$8,302
Assets. Corporate common stocks other than exployer securities at end of year2012-12-29$1,525,880
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-29$1,225,496
Did the plan have assets held for investment2012-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-29No
Liabilities. Value of acquisition indebtedness at end of year2012-12-29$13,085
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-29$4,740
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-29No
Opinion of an independent qualified public accountant for this plan2012-12-29Unqualified
Accountancy firm name2012-12-29CROWE HORWATH LLP
Accountancy firm EIN2012-12-29350921680
2011 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-29$56,252
Total unrealized appreciation/depreciation of assets2011-12-29$56,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-29$4,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-29$22,950
Total income from all sources (including contributions)2011-12-29$735,789
Total loss/gain on sale of assets2011-12-29$0
Total of all expenses incurred2011-12-29$1,148,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-29$1,053,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-29$832,939
Value of total assets at end of year2011-12-29$11,328,584
Value of total assets at beginning of year2011-12-29$11,759,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-29$94,730
Total interest from all sources2011-12-29$10
Total dividends received (eg from common stock, registered investment company shares)2011-12-29$97,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-29No
Administrative expenses professional fees incurred2011-12-29$40,550
Was this plan covered by a fidelity bond2011-12-29Yes
Value of fidelity bond cover2011-12-29$500,000
If this is an individual account plan, was there a blackout period2011-12-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-29$0
Were there any nonexempt tranactions with any party-in-interest2011-12-29No
Administrative expenses (other) incurred2011-12-29$40,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-29No
Value of net income/loss2011-12-29$-412,548
Value of net assets at end of year (total assets less liabilities)2011-12-29$11,323,844
Value of net assets at beginning of year (total assets less liabilities)2011-12-29$11,736,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-29No
Were any leases to which the plan was party in default or uncollectible2011-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-29$1,311,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-29$1,625,449
Value of interest in pooled separate accounts at end of year2011-12-29$8,405,375
Value of interest in pooled separate accounts at beginning of year2011-12-29$8,654,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-29$90,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-29$51,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-29$51,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-29$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-29$-313,227
Net investment gain/loss from pooled separate accounts2011-12-29$62,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-29Yes
Was there a failure to transmit to the plan any participant contributions2011-12-29No
Has the plan failed to provide any benefit when due under the plan2011-12-29No
Contributions received in cash from employer2011-12-29$832,939
Employer contributions (assets) at end of year2011-12-29$296,146
Employer contributions (assets) at beginning of year2011-12-29$293,765
Income. Dividends from common stock2011-12-29$97,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-29$1,053,607
Contract administrator fees2011-12-29$14,079
Assets. Corporate common stocks other than exployer securities at end of year2011-12-29$1,225,496
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-29$1,133,686
Did the plan have assets held for investment2011-12-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-29No
Liabilities. Value of acquisition indebtedness at end of year2011-12-29$4,740
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-29$22,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-29No
Opinion of an independent qualified public accountant for this plan2011-12-29Unqualified
Accountancy firm name2011-12-29CROWE HORWATH LLP
Accountancy firm EIN2011-12-29350921680
2010 : NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-29$0

Form 5500 Responses for NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST

2021: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-12-30Type of plan entitySingle employer plan
2021-12-30Submission has been amendedNo
2021-12-30This submission is the final filingNo
2021-12-30This return/report is a short plan year return/report (less than 12 months)No
2021-12-30Plan is a collectively bargained planNo
2021-12-30Plan funding arrangement – InsuranceYes
2021-12-30Plan funding arrangement – TrustYes
2021-12-30Plan benefit arrangement – InsuranceYes
2021-12-30Plan benefit arrangement - TrustYes
2020: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-12-30Type of plan entitySingle employer plan
2020-12-30Submission has been amendedNo
2020-12-30This submission is the final filingNo
2020-12-30This return/report is a short plan year return/report (less than 12 months)No
2020-12-30Plan is a collectively bargained planNo
2020-12-30Plan funding arrangement – InsuranceYes
2020-12-30Plan funding arrangement – TrustYes
2020-12-30Plan benefit arrangement – InsuranceYes
2020-12-30Plan benefit arrangement - TrustYes
2019: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-12-30Type of plan entitySingle employer plan
2019-12-30Submission has been amendedNo
2019-12-30This submission is the final filingNo
2019-12-30This return/report is a short plan year return/report (less than 12 months)No
2019-12-30Plan is a collectively bargained planNo
2019-12-30Plan funding arrangement – InsuranceYes
2019-12-30Plan funding arrangement – TrustYes
2019-12-30Plan benefit arrangement – InsuranceYes
2019-12-30Plan benefit arrangement - TrustYes
2018: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-12-30Type of plan entitySingle employer plan
2018-12-30Submission has been amendedNo
2018-12-30This submission is the final filingNo
2018-12-30This return/report is a short plan year return/report (less than 12 months)No
2018-12-30Plan is a collectively bargained planNo
2018-12-30Plan funding arrangement – InsuranceYes
2018-12-30Plan funding arrangement – TrustYes
2018-12-30Plan benefit arrangement – InsuranceYes
2018-12-30Plan benefit arrangement - TrustYes
2017: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-12-30Type of plan entitySingle employer plan
2017-12-30Submission has been amendedNo
2017-12-30This submission is the final filingNo
2017-12-30This return/report is a short plan year return/report (less than 12 months)No
2017-12-30Plan is a collectively bargained planNo
2017-12-30Plan funding arrangement – InsuranceYes
2017-12-30Plan funding arrangement – TrustYes
2017-12-30Plan benefit arrangement – InsuranceYes
2017-12-30Plan benefit arrangement - TrustYes
2016: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-12-30Type of plan entitySingle employer plan
2016-12-30Submission has been amendedNo
2016-12-30This submission is the final filingNo
2016-12-30This return/report is a short plan year return/report (less than 12 months)No
2016-12-30Plan is a collectively bargained planNo
2016-12-30Plan funding arrangement – InsuranceYes
2016-12-30Plan funding arrangement – TrustYes
2016-12-30Plan benefit arrangement – InsuranceYes
2016-12-30Plan benefit arrangement - TrustYes
2015: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-12-30Type of plan entitySingle employer plan
2015-12-30Submission has been amendedNo
2015-12-30This submission is the final filingNo
2015-12-30This return/report is a short plan year return/report (less than 12 months)No
2015-12-30Plan is a collectively bargained planNo
2015-12-30Plan funding arrangement – InsuranceYes
2015-12-30Plan funding arrangement – TrustYes
2015-12-30Plan benefit arrangement – InsuranceYes
2015-12-30Plan benefit arrangement - TrustYes
2014: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-12-30Type of plan entitySingle employer plan
2014-12-30Submission has been amendedNo
2014-12-30This submission is the final filingNo
2014-12-30This return/report is a short plan year return/report (less than 12 months)No
2014-12-30Plan is a collectively bargained planNo
2014-12-30Plan funding arrangement – InsuranceYes
2014-12-30Plan funding arrangement – TrustYes
2014-12-30Plan benefit arrangement – InsuranceYes
2014-12-30Plan benefit arrangement - TrustYes
2013: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-12-30Type of plan entitySingle employer plan
2013-12-30Submission has been amendedNo
2013-12-30This submission is the final filingNo
2013-12-30This return/report is a short plan year return/report (less than 12 months)No
2013-12-30Plan is a collectively bargained planNo
2013-12-30Plan funding arrangement – InsuranceYes
2013-12-30Plan funding arrangement – TrustYes
2013-12-30Plan benefit arrangement – InsuranceYes
2013-12-30Plan benefit arrangement - TrustYes
2012: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-12-30Type of plan entitySingle employer plan
2012-12-30Submission has been amendedNo
2012-12-30This submission is the final filingNo
2012-12-30This return/report is a short plan year return/report (less than 12 months)No
2012-12-30Plan is a collectively bargained planNo
2012-12-30Plan funding arrangement – InsuranceYes
2012-12-30Plan funding arrangement – TrustYes
2012-12-30Plan benefit arrangement – InsuranceYes
2012-12-30Plan benefit arrangement - TrustYes
2011: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-12-30Type of plan entitySingle employer plan
2011-12-30Submission has been amendedNo
2011-12-30This submission is the final filingNo
2011-12-30This return/report is a short plan year return/report (less than 12 months)No
2011-12-30Plan is a collectively bargained planNo
2011-12-30Plan funding arrangement – InsuranceYes
2011-12-30Plan funding arrangement – TrustYes
2011-12-30Plan benefit arrangement – InsuranceYes
2011-12-30Plan benefit arrangement - TrustYes
2010: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-12-30Type of plan entitySingle employer plan
2010-12-30Submission has been amendedNo
2010-12-30This submission is the final filingNo
2010-12-30This return/report is a short plan year return/report (less than 12 months)No
2010-12-30Plan is a collectively bargained planNo
2010-12-30Plan funding arrangement – InsuranceYes
2010-12-30Plan funding arrangement – TrustYes
2010-12-30Plan benefit arrangement – InsuranceYes
2010-12-30Plan benefit arrangement - TrustYes
2009: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-12-30Type of plan entitySingle employer plan
2009-12-30Submission has been amendedNo
2009-12-30This submission is the final filingNo
2009-12-30This return/report is a short plan year return/report (less than 12 months)No
2009-12-30Plan is a collectively bargained planNo
2009-12-30Plan funding arrangement – InsuranceYes
2009-12-30Plan funding arrangement – TrustYes
2009-12-30Plan benefit arrangement – InsuranceYes
2009-12-30Plan benefit arrangement - TrustYes
2008: NATIONAL MACHINERY LLC RETIREMENT PLAN AND TRUST 2008 form 5500 responses
2008-12-30Type of plan entitySingle employer plan
2008-12-30Submission has been amendedNo
2008-12-30This submission is the final filingNo
2008-12-30This return/report is a short plan year return/report (less than 12 months)No
2008-12-30Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-05077
Policy instance 1
Insurance contract or identification number7-05077
Number of Individuals Covered116
Insurance policy start date2021-12-30
Insurance policy end date2022-12-29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-05077
Policy instance 1
Insurance contract or identification number7-05077
Number of Individuals Covered138
Insurance policy start date2020-12-30
Insurance policy end date2021-12-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-05077
Policy instance 1
Insurance contract or identification number7-05077
Number of Individuals Covered161
Insurance policy start date2019-12-30
Insurance policy end date2020-12-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-05077
Policy instance 1
Insurance contract or identification number7-05077
Number of Individuals Covered165
Insurance policy start date2018-12-30
Insurance policy end date2019-12-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-05077
Policy instance 1
Insurance contract or identification number7-05077
Number of Individuals Covered173
Insurance policy start date2017-12-30
Insurance policy end date2018-12-29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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