?>
Logo

ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN
Plan identification number 004

ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

EMCOR FACILITIES SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMCOR FACILITIES SERVICES, INC.
Employer identification number (EIN):061455467
NAIC Classification:561210
NAIC Description:Facilities Support Services

Additional information about EMCOR FACILITIES SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-12-30
Company Identification Number: 0801068768
Legal Registered Office Address: 9655 READING RD

CINCINNATI
United States of America (USA)
45215

More information about EMCOR FACILITIES SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042014-01-01LISA H. HAIGHT
0042013-01-01LISA H. HAIGHT
0042012-01-01LISA H. HAIGHT
0042011-01-01R. KEVIN MATZ
0042010-01-01R. KEVIN MATZ
0042009-01-01R. KEVIN MATZ R. KEVIN MATZ2010-09-30

Plan Statistics for ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN

Measure Date Value
2014: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01118
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-0187
Total of all active and inactive participants2010-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01132
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN

Measure Date Value
2014 : ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$51,508
Total unrealized appreciation/depreciation of assets2014-12-31$51,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$395,248
Total loss/gain on sale of assets2014-12-31$558
Total of all expenses incurred2014-12-31$304,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$264,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$185,825
Value of total assets at end of year2014-12-31$3,504,623
Value of total assets at beginning of year2014-12-31$3,413,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,743
Total interest from all sources2014-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$145,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$145,975
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$660,116
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$520,522
Other income not declared elsewhere2014-12-31$16,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$90,807
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,504,623
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,413,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$39,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,834,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,887,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$185,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$264,698
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$29,337
Aggregate carrying amount (costs) on sale of assets2014-12-31$28,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DARMODY, MERLINO & CO.
Accountancy firm EIN2014-12-31042273266
2013 : ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$21,042
Total income from all sources (including contributions)2013-12-31$519,994
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$289,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$252,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$3,413,816
Value of total assets at beginning of year2013-12-31$3,204,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,852
Total interest from all sources2013-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$108,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,711
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$520,522
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$439,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$21,042
Other income not declared elsewhere2013-12-31$137,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$230,289
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,413,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,183,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$36,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,887,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,643,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$121,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$121,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$274,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$252,853
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DARMODY, MERLINO, & CO.
Accountancy firm EIN2013-12-31042273266
2012 : ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$349,688
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$278,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$249,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$3,204,569
Value of total assets at beginning of year2012-12-31$3,112,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,940
Total interest from all sources2012-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$101,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$101,133
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$439,627
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$107,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$21,042
Other income not declared elsewhere2012-12-31$35,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$70,828
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,183,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,112,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,643,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,525,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$121,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$479,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$479,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$212,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$249,920
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DARMODY, MERLINO & CO.
Accountancy firm EIN2012-12-31042273266
2011 : ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-282,884
Total unrealized appreciation/depreciation of assets2011-12-31$-282,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-8,906
Total loss/gain on sale of assets2011-12-31$123,567
Total of all expenses incurred2011-12-31$301,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$274,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,000
Value of total assets at end of year2011-12-31$3,112,699
Value of total assets at beginning of year2011-12-31$3,422,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,970
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$105,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$101,248
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$107,740
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$51,980
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-309,948
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,112,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,422,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,001,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,365,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$21,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$23,000
Employer contributions (assets) at beginning of year2011-12-31$2,000
Income. Dividends from common stock2011-12-31$4,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$274,072
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,004,031
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,880,464
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DARMODY, MERLINO & CO.
Accountancy firm EIN2011-12-31042273266
2010 : ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$242,643
Total unrealized appreciation/depreciation of assets2010-12-31$242,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$429,142
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$245,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$219,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$114,663
Value of total assets at end of year2010-12-31$3,422,647
Value of total assets at beginning of year2010-12-31$3,239,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,435
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$74,109
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$51,980
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$46,250
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$-744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$183,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,422,647
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,239,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,365,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,198,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-5,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-5,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-3,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$114,663
Employer contributions (assets) at end of year2010-12-31$2,000
Income. Dividends from common stock2010-12-31$878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$219,061
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DARMODY, MERLINO & CO.
Accountancy firm EIN2010-12-31042273266

Form 5500 Responses for ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN

2014: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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