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Plan Name | RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION |
Plan identification number | 011 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | OXBOW ENERGY SOLUTIONS LLC |
Employer identification number (EIN): | 113696129 |
NAIC Classification: | 324190 |
Additional information about OXBOW ENERGY SOLUTIONS LLC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 2003-07-14 |
Company Identification Number: | 3681161 |
Legal Registered Office Address: |
2711 Centerville Rd Suite 400 Wilmington United States of America (USA) 19808 |
More information about OXBOW ENERGY SOLUTIONS LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
011 | 2022-01-01 | ||||
011 | 2021-01-01 | ||||
011 | 2020-01-01 | ||||
011 | 2019-01-01 | ||||
011 | 2018-01-01 | ||||
011 | 2017-01-01 | KATHY FLAHERTY | |||
011 | 2016-01-01 | KATHY FLAHERTY | |||
011 | 2015-01-01 | KATHY FLAHERTY | |||
011 | 2014-01-01 | KATHY FLAHERTY | |||
011 | 2013-01-01 | KATHY FLAHERTY | |||
011 | 2012-01-01 | KATHY FLAHERTY | KATHY FLAHERTY | 2013-10-14 | |
011 | 2011-01-01 | WILLIAM PARMELEE | WILLIAM PARMELEE | 2012-10-15 | |
011 | 2010-01-01 | WILLIAM PARMELEE | WILLIAM PARMELEE | 2011-10-14 | |
011 | 2009-01-01 | STEVEN FRIED | STEVEN FRIED | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,228,186 |
Acturial value of plan assets | 2022-12-31 | 2,115,164 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 810,253 |
Number of terminated vested participants | 2022-12-31 | 55 |
Fundng target for terminated vested participants | 2022-12-31 | 675,642 |
Active participant vested funding target | 2022-12-31 | 332,741 |
Number of active participants | 2022-12-31 | 35 |
Total funding liabilities for active participants | 2022-12-31 | 332,741 |
Total participant count | 2022-12-31 | 161 |
Total funding target for all participants | 2022-12-31 | 1,818,636 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 92,472 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 92,472 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 99,907 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 44 |
Total of all active and inactive participants | 2022-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 25 |
Total participants | 2022-01-01 | 158 |
2021: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,153,464 |
Acturial value of plan assets | 2021-12-31 | 1,938,118 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 880,827 |
Number of terminated vested participants | 2021-12-31 | 55 |
Fundng target for terminated vested participants | 2021-12-31 | 602,247 |
Active participant vested funding target | 2021-12-31 | 355,003 |
Number of active participants | 2021-12-31 | 37 |
Total funding liabilities for active participants | 2021-12-31 | 355,003 |
Total participant count | 2021-12-31 | 167 |
Total funding target for all participants | 2021-12-31 | 1,838,077 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 16,503 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 83,511 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 16,503 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 3,573 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 79,938 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 92,472 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 46 |
Total of all active and inactive participants | 2021-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 27 |
Total participants | 2021-01-01 | 160 |
2020: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,993,405 |
Acturial value of plan assets | 2020-12-31 | 1,856,551 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 922,613 |
Number of terminated vested participants | 2020-12-31 | 56 |
Fundng target for terminated vested participants | 2020-12-31 | 598,051 |
Active participant vested funding target | 2020-12-31 | 344,013 |
Number of active participants | 2020-12-31 | 37 |
Total funding liabilities for active participants | 2020-12-31 | 344,013 |
Total participant count | 2020-12-31 | 168 |
Total funding target for all participants | 2020-12-31 | 1,864,677 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 34,694 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 67,066 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 21,441 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 13,253 |
Amount remaining of prefunding balance | 2020-12-31 | 67,066 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 16,503 |
Balance of prefunding at beginning of current year | 2020-12-31 | 83,511 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 108,140 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 20,076 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 16,503 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 3,573 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 47 |
Total of all active and inactive participants | 2020-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 27 |
Total participants | 2020-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,689,334 |
Acturial value of plan assets | 2019-12-31 | 1,781,956 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 927,169 |
Number of terminated vested participants | 2019-12-31 | 57 |
Fundng target for terminated vested participants | 2019-12-31 | 568,441 |
Active participant vested funding target | 2019-12-31 | 316,543 |
Number of active participants | 2019-12-31 | 37 |
Total funding liabilities for active participants | 2019-12-31 | 316,543 |
Total participant count | 2019-12-31 | 168 |
Total funding target for all participants | 2019-12-31 | 1,812,153 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 36,893 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 71,316 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 36,893 |
Amount remaining of prefunding balance | 2019-12-31 | 71,316 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 34,694 |
Balance of prefunding at beginning of current year | 2019-12-31 | 67,066 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 131,957 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 21,441 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 21,441 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 48 |
Total of all active and inactive participants | 2019-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 27 |
Total participants | 2019-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,902,761 |
Acturial value of plan assets | 2018-12-31 | 1,788,120 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 930,814 |
Number of terminated vested participants | 2018-12-31 | 57 |
Fundng target for terminated vested participants | 2018-12-31 | 506,528 |
Active participant vested funding target | 2018-12-31 | 329,652 |
Number of active participants | 2018-12-31 | 41 |
Total funding liabilities for active participants | 2018-12-31 | 329,652 |
Total participant count | 2018-12-31 | 169 |
Total funding target for all participants | 2018-12-31 | 1,766,994 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 31,785 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 61,442 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 31,785 |
Amount remaining of prefunding balance | 2018-12-31 | 61,442 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 36,893 |
Balance of prefunding at beginning of current year | 2018-12-31 | 71,316 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 49 |
Total of all active and inactive participants | 2018-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 27 |
Total participants | 2018-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,730,006 |
Acturial value of plan assets | 2017-12-31 | 1,810,712 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 916,802 |
Number of terminated vested participants | 2017-12-31 | 56 |
Fundng target for terminated vested participants | 2017-12-31 | 448,359 |
Active participant vested funding target | 2017-12-31 | 309,033 |
Number of active participants | 2017-12-31 | 42 |
Total funding liabilities for active participants | 2017-12-31 | 309,033 |
Total participant count | 2017-12-31 | 170 |
Total funding target for all participants | 2017-12-31 | 1,674,194 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 29,625 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 57,267 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 29,625 |
Amount remaining of prefunding balance | 2017-12-31 | 57,267 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 31,785 |
Balance of prefunding at beginning of current year | 2017-12-31 | 61,442 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 48 |
Total of all active and inactive participants | 2017-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 24 |
Total participants | 2017-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 3,026,653 |
Acturial value of plan assets | 2016-12-31 | 3,204,759 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 993,501 |
Number of terminated vested participants | 2016-12-31 | 171 |
Fundng target for terminated vested participants | 2016-12-31 | 1,353,071 |
Active participant vested funding target | 2016-12-31 | 279,675 |
Number of active participants | 2016-12-31 | 42 |
Total funding liabilities for active participants | 2016-12-31 | 279,675 |
Total participant count | 2016-12-31 | 292 |
Total funding target for all participants | 2016-12-31 | 2,626,247 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 30,168 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 58,317 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 30,168 |
Amount remaining of prefunding balance | 2016-12-31 | 58,317 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 29,625 |
Balance of prefunding at beginning of current year | 2016-12-31 | 57,267 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 22 |
Total participants | 2016-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 293 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 160 |
Total of all active and inactive participants | 2015-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 30 |
Total participants | 2015-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 169 |
Total of all active and inactive participants | 2014-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 19 |
Total participants | 2014-01-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 172 |
Total of all active and inactive participants | 2013-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 18 |
Total participants | 2013-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 179 |
Total of all active and inactive participants | 2012-01-01 | 287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 17 |
Total participants | 2012-01-01 | 304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 183 |
Total of all active and inactive participants | 2011-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 194 |
Total of all active and inactive participants | 2010-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 15 |
Total participants | 2010-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 310 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 195 |
Total of all active and inactive participants | 2009-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-508,336 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $87,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $87,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,632,460 |
Value of total assets at beginning of year | 2022-12-31 | $2,228,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $10,954 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $10,954 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $87,389 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $7,662 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $7,313 |
Other income not declared elsewhere | 2022-12-31 | $442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-595,725 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,632,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,228,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,624,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,220,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-519,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2022-12-31 | 271787643 |
2021 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $169,321 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $94,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $94,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $2,228,185 |
Value of total assets at beginning of year | 2021-12-31 | $2,153,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $12,570 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $12,570 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $94,599 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $7,313 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,173 |
Other income not declared elsewhere | 2021-12-31 | $542 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $74,722 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,228,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,153,463 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,220,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,145,164 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $134 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $126 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $156,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2021-12-31 | 271787643 |
2020 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $301,493 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $141,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $141,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $2,153,463 |
Value of total assets at beginning of year | 2020-12-31 | $1,993,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $51,169 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $51,169 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $8,173 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $8,149 |
Other income not declared elsewhere | 2020-12-31 | $427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $160,059 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,153,463 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,993,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,145,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,985,133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $122 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $249,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $141,434 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2020-12-31 | 271787643 |
2019 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $402,127 |
Total income from all sources (including contributions) | 2019-12-31 | $402,127 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $98,057 |
Total of all expenses incurred | 2019-12-31 | $98,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $98,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $98,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $1,993,404 |
Value of total assets at end of year | 2019-12-31 | $1,993,404 |
Value of total assets at beginning of year | 2019-12-31 | $1,689,334 |
Value of total assets at beginning of year | 2019-12-31 | $1,689,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $875 |
Total interest from all sources | 2019-12-31 | $875 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,149 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,149 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,450 |
Other income not declared elsewhere | 2019-12-31 | $-928 |
Other income not declared elsewhere | 2019-12-31 | $-928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $304,070 |
Value of net income/loss | 2019-12-31 | $304,070 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,993,404 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,993,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,689,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,689,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,985,133 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,985,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $738,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $738,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $948,967 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $948,967 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $948,967 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $948,967 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $875 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $875 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $345,662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $345,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $56,518 |
Income. Dividends from common stock | 2019-12-31 | $56,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $98,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $98,057 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2019-12-31 | 271787643 |
Accountancy firm EIN | 2019-12-31 | 271787643 |
2018 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-110,345 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $103,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $103,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $1,689,334 |
Value of total assets at beginning of year | 2018-12-31 | $1,902,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $61 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $40,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $1,611 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-213,427 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,689,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,902,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $738,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,894,703 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $948,967 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $8,058 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $61 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-152,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $40,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $103,082 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2018-12-31 | 271787643 |
2017 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $270,114 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $97,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $97,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $1,902,761 |
Value of total assets at beginning of year | 2017-12-31 | $1,730,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $40,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $40,598 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4 |
Other income not declared elsewhere | 2017-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $172,755 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,902,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,730,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,894,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,705,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $24,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $24,376 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $229,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $97,359 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2017-12-31 | 271787643 |
2016 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $167,025 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,463,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,463,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $1,730,006 |
Value of total assets at beginning of year | 2016-12-31 | $3,026,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $36,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $36,474 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $8,798 |
Other income not declared elsewhere | 2016-12-31 | $10 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,296,647 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,730,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,026,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,705,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,017,855 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $24,376 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $130,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,463,672 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2016-12-31 | 271787643 |
2015 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-56,316 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $106,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $106,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $3,026,653 |
Value of total assets at beginning of year | 2015-12-31 | $3,189,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $64,425 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $64,425 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $8,798 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $8,729 |
Other income not declared elsewhere | 2015-12-31 | $1,283 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-162,750 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,026,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,189,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,017,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,180,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-122,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $106,434 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2015-12-31 | 271787643 |
2014 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $217,315 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $114,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $114,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $3,189,403 |
Value of total assets at beginning of year | 2014-12-31 | $3,086,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $59,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $59,488 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $8,729 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $8,253 |
Other income not declared elsewhere | 2014-12-31 | $12,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $102,600 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,189,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,086,803 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,180,674 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,078,550 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $145,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $114,715 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2014-12-31 | 271787643 |
2013 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $512,553 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $101,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $100,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $3,086,803 |
Value of total assets at beginning of year | 2013-12-31 | $2,676,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,602 |
Total interest from all sources | 2013-12-31 | $0 |
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 | $1,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $8,253 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $8,177 |
Other income not declared elsewhere | 2013-12-31 | $24,295 |
Administrative expenses (other) incurred | 2013-12-31 | $1,602 |
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 | $410,802 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,086,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,676,001 |
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 common/collective trusts at end of year | 2013-12-31 | $3,078,550 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,667,824 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $488,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $0 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $100,149 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | 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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2013-12-31 | 271787643 |
2012 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $378,837 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $96,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $96,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $43,734 |
Value of total assets at end of year | 2012-12-31 | $2,676,001 |
Value of total assets at beginning of year | 2012-12-31 | $2,393,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $8,177 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $7,757 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $282,313 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,676,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,393,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,667,824 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,385,931 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $335,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $43,734 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $96,524 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2012-12-31 | 271787643 |
2011 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $-4,982 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $143,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $143,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $2,393,688 |
Value of total assets at beginning of year | 2011-12-31 | $2,541,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $7,757 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $7,027 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-148,091 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,393,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,541,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,385,931 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,534,752 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-4,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $143,109 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2011-12-31 | 271787643 |
2010 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $331,668 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $83,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $83,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $2,541,779 |
Value of total assets at beginning of year | 2010-12-31 | $2,294,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,027 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,824 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $247,761 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,541,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,294,018 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,534,752 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,287,194 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $331,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $83,907 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MARTINELLI & COMPANY,LLC |
Accountancy firm EIN | 2010-12-31 | 271787643 |
2009 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF APPLIED INDUSTRIAL MATERIALS CORPORATION 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |