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Plan Name | PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | AHLSTROM-MUNKSJO USA INC |
Employer identification number (EIN): | 133509370 |
NAIC Classification: | 322100 |
Additional information about AHLSTROM-MUNKSJO USA INC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 1989-02-09 |
Company Identification Number: | 2186924 |
Legal Registered Office Address: |
874 Walker Rd Ste C Dover United States of America (USA) 19904 |
More information about AHLSTROM-MUNKSJO USA INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | FELICIA NELSON | 2017-08-10 | FELICIA NELSON | 2017-08-10 |
002 | 2016-01-01 | FELICIA NELSON | 2017-07-26 | FELICIA NELSON | 2017-07-26 |
002 | 2016-01-01 | FELICIA NELSON | 2017-07-06 | ||
002 | 2009-01-01 | KATHLEEN VITA | LEONARD MIRAHVER | 2010-09-21 |
Measure | Date | Value |
---|---|---|
2016: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,709,268 |
Acturial value of plan assets | 2016-12-31 | 1,709,268 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 993,093 |
Number of terminated vested participants | 2016-12-31 | 34 |
Fundng target for terminated vested participants | 2016-12-31 | 610,434 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 0 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 60 |
Total funding target for all participants | 2016-12-31 | 1,603,527 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 12,574 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 144,464 |
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 | 12,574 |
Amount remaining of prefunding balance | 2016-12-31 | 144,464 |
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 | 12,144 |
Balance of prefunding at beginning of current year | 2016-12-31 | 139,523 |
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 |
2009: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 296 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 143 |
Total of all active and inactive participants | 2009-01-01 | 453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 455 |
Number of participants with account balances | 2009-01-01 | 448 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2010 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 2010 401k financial data | ||
Total transfer of assets from this plan | 2010-12-31 | $40,757,639 |
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 | $53,715 |
Total income from all sources (including contributions) | 2010-12-31 | $6,778,937 |
Total of all expenses incurred | 2010-12-31 | $2,398,249 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,373,133 |
Value of total corrective distributions | 2010-12-31 | $13,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,247,295 |
Value of total assets at end of year | 2010-12-31 | $0 |
Value of total assets at beginning of year | 2010-12-31 | $36,430,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,736 |
Total interest from all sources | 2010-12-31 | $76,632 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $546,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $546,401 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 |
Contributions received from participants | 2010-12-31 | $1,507,789 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $1,080,416 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $23,054 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $53,715 |
Administrative expenses (other) incurred | 2010-12-31 | $11,736 |
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 | $4,380,688 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,376,951 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $29,480,663 |
Interest on participant loans | 2010-12-31 | $76,632 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,851,560 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,777,636 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $130,973 |
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 |
Contributions received in cash from employer | 2010-12-31 | $716,452 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $18,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,373,133 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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 | Yes |
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 | BLUM SHAPIRO |
Accountancy firm EIN | 2010-12-31 | 061009205 |
2009 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 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 |
2009: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST 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 |