WEIR VALVES AND CONTROLS USA INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC.
401k plan membership statisitcs for PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC.
Measure | Date | Value |
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2013 : PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC. 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $9,289,934 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,063,300 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,808,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,800,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $67,000 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $11,034,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,784 |
Total interest from all sources | 2013-12-31 | $75,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $303,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-1,744,771 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,034,705 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $6,006,404 |
Interest earned on other investments | 2013-12-31 | $75,594 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,028,301 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $617,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $67,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,800,287 |
Contract administrator fees | 2013-12-31 | $7,784 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GRAY, GRAY & GRAY, LLP |
Accountancy firm EIN | 2013-12-31 | 042088368 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $1,450,777 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $649,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $636,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $273,510 |
Value of total assets at end of year | 2013-09-30 | $11,034,705 |
Value of total assets at beginning of year | 2013-09-30 | $10,233,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $13,266 |
Total interest from all sources | 2013-09-30 | $157,383 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $801,444 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $11,034,705 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $10,233,261 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in pooled separate accounts at end of year | 2013-09-30 | $6,006,404 |
Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $4,986,519 |
Interest earned on other investments | 2013-09-30 | $157,383 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $5,028,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-09-30 | $4,872,195 |
Net investment gain/loss from pooled separate accounts | 2013-09-30 | $1,019,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $273,510 |
Employer contributions (assets) at end of year | 2013-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $374,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $636,067 |
Contract administrator fees | 2013-09-30 | $13,266 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | GRAY, GRAY & GRAY, LLP |
Accountancy firm EIN | 2013-09-30 | 042088368 |
2012 : PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC. 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $1,988,976 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $303,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $290,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $713,564 |
Value of total assets at end of year | 2012-09-30 | $10,233,261 |
Value of total assets at beginning of year | 2012-09-30 | $8,547,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $12,629 |
Total interest from all sources | 2012-09-30 | $178,460 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $1,685,920 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $10,233,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $8,547,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in pooled separate accounts at end of year | 2012-09-30 | $4,986,519 |
Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $3,906,220 |
Interest earned on other investments | 2012-09-30 | $178,460 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-09-30 | $4,872,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-30 | $4,413,785 |
Net investment gain/loss from pooled separate accounts | 2012-09-30 | $1,096,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $713,564 |
Employer contributions (assets) at end of year | 2012-09-30 | $374,547 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $227,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $290,427 |
Contract administrator fees | 2012-09-30 | $12,629 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | GRAY, GRAY AND GRAY, LLP |
Accountancy firm EIN | 2012-09-30 | 042088368 |
2011 : PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC. 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total transfer of assets to this plan | 2011-09-30 | $0 |
Total transfer of assets from this plan | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $712,022 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $372,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $360,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $480,384 |
Value of total assets at end of year | 2011-09-30 | $8,547,341 |
Value of total assets at beginning of year | 2011-09-30 | $8,207,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $12,142 |
Total interest from all sources | 2011-09-30 | $137,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $339,546 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $8,547,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $8,207,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Investment advisory and management fees | 2011-09-30 | $12,142 |
Value of interest in pooled separate accounts at end of year | 2011-09-30 | $3,906,220 |
Value of interest in pooled separate accounts at beginning of year | 2011-09-30 | $4,585,123 |
Interest earned on other investments | 2011-09-30 | $137,741 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-09-30 | $4,413,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-09-30 | $3,494,170 |
Net investment gain/loss from pooled separate accounts | 2011-09-30 | $93,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $480,384 |
Employer contributions (assets) at end of year | 2011-09-30 | $227,336 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $128,502 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $360,334 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
Accountancy firm name | 2011-09-30 | GRAY, GRAY & GRAY, LLP |
Accountancy firm EIN | 2011-09-30 | 042088368 |
2010 : PENSION PLAN B FOR NON-UNION EMPLOYEES OF ATWOOD & MORRILL CO., INC. 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |