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Plan Name | LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUMITOMO CORPORATION OF AMERICAS |
Employer identification number (EIN): | 135612163 |
NAIC Classification: | 453990 |
Additional information about SUMITOMO CORPORATION OF AMERICAS
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1952-03-27 |
Company Identification Number: | 83719 |
Legal Registered Office Address: |
300 MADISON AVENUE New York NEW YORK United States of America (USA) 10017 |
More information about SUMITOMO CORPORATION OF AMERICAS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2016-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2015-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2014-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2013-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2012-01-01 | ARLENE BECKER - ALLAM | |||
004 | 2011-01-01 | ARLENE BECKER-ALLAM | |||
004 | 2010-01-01 | ARLENE BECKER-ALLAM | |||
004 | 2009-01-01 | ARLENE BECKER-ALLAM |
Measure | Date | Value |
---|---|---|
2022: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 731 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 565 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 192 |
Total of all active and inactive participants | 2022-01-01 | 761 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 767 |
Number of participants with account balances | 2022-01-01 | 763 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 84 |
2021: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 687 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 526 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 179 |
Total of all active and inactive participants | 2021-01-01 | 710 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 716 |
Number of participants with account balances | 2021-01-01 | 710 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 79 |
2020: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 669 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 508 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 157 |
Total of all active and inactive participants | 2020-01-01 | 667 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 672 |
Number of participants with account balances | 2020-01-01 | 664 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 82 |
2019: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 599 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 523 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 130 |
Total of all active and inactive participants | 2019-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 659 |
Number of participants with account balances | 2019-01-01 | 648 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 65 |
2018: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 538 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 492 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 93 |
Total of all active and inactive participants | 2018-01-01 | 590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 591 |
Number of participants with account balances | 2018-01-01 | 559 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 69 |
2017: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 480 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 428 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 79 |
Total of all active and inactive participants | 2017-01-01 | 512 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 512 |
Number of participants with account balances | 2017-01-01 | 481 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 57 |
2016: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 373 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 89 |
Total of all active and inactive participants | 2016-01-01 | 466 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 466 |
Number of participants with account balances | 2016-01-01 | 417 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 39 |
2015: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 348 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 67 |
Total of all active and inactive participants | 2015-01-01 | 418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 418 |
Number of participants with account balances | 2015-01-01 | 345 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 20 |
2014: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 353 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 313 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 69 |
Total of all active and inactive participants | 2014-01-01 | 386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 386 |
Number of participants with account balances | 2014-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 11 |
2013: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 352 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 73 |
Total of all active and inactive participants | 2013-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 348 |
Number of participants with account balances | 2013-01-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 828 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 250 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 99 |
Total of all active and inactive participants | 2012-01-01 | 351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 351 |
Number of participants with account balances | 2012-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 870 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 616 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 208 |
Total of all active and inactive participants | 2011-01-01 | 827 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 828 |
Number of participants with account balances | 2011-01-01 | 675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2010: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 866 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 671 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 198 |
Total of all active and inactive participants | 2010-01-01 | 870 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 870 |
Number of participants with account balances | 2010-01-01 | 727 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 8 |
2009: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 536 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 686 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 180 |
Total of all active and inactive participants | 2009-01-01 | 866 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 866 |
Number of participants with account balances | 2009-01-01 | 766 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 26 |
Measure | Date | Value |
---|---|---|
2022 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-1,023,871 |
Total of all expenses incurred | 2022-12-31 | $2,908,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,816,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,705,055 |
Value of total assets at end of year | 2022-12-31 | $38,704,339 |
Value of total assets at beginning of year | 2022-12-31 | $42,636,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $92,351 |
Total interest from all sources | 2022-12-31 | $47,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $882,572 |
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 | $882,572 |
Administrative expenses professional fees incurred | 2022-12-31 | $21,809 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,182,288 |
Participant contributions at end of year | 2022-12-31 | $1,029,246 |
Participant contributions at beginning of year | 2022-12-31 | $964,623 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $303,297 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $220,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $396,364 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $613 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $776 |
Other income not declared elsewhere | 2022-12-31 | $42,624 |
Administrative expenses (other) incurred | 2022-12-31 | $64,429 |
Total non interest bearing cash at end of year | 2022-12-31 | $3,368 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,370 |
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 | $-3,932,486 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $38,704,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $42,636,825 |
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 |
Investment advisory and management fees | 2022-12-31 | $6,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,320,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $38,812,499 |
Interest on participant loans | 2022-12-31 | $47,160 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,912,873 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,504,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $134,592 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $132,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $132,344 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $437 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,701,701 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-18 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 |
Contributions received in cash from employer | 2022-12-31 | $2,126,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,816,264 |
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 | 2022-12-31 | No |
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 | LBMC PC |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $10,362,540 |
Total of all expenses incurred | 2021-12-31 | $5,369,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,302,627 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $4,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,089,322 |
Value of total assets at end of year | 2021-12-31 | $42,636,825 |
Value of total assets at beginning of year | 2021-12-31 | $37,644,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $63,081 |
Total interest from all sources | 2021-12-31 | $46,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $868,577 |
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 | $868,577 |
Administrative expenses professional fees incurred | 2021-12-31 | $8,976 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Contributions received from participants | 2021-12-31 | $2,870,381 |
Participant contributions at end of year | 2021-12-31 | $964,623 |
Participant contributions at beginning of year | 2021-12-31 | $941,032 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $220,668 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $360,888 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $489,635 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $776 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,516 |
Other income not declared elsewhere | 2021-12-31 | $7,157 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,370 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,210 |
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 | $4,992,596 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $42,636,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $37,644,229 |
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 |
Investment advisory and management fees | 2021-12-31 | $46,439 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $38,812,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $33,273,203 |
Interest on participant loans | 2021-12-31 | $46,392 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,504,545 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,877,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $132,344 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $188,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $188,002 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,312,230 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $38,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 |
Contributions received in cash from employer | 2021-12-31 | $1,729,306 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,302,627 |
Contract administrator fees | 2021-12-31 | $7,666 |
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 | 2021-12-31 | No |
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 | LBMC PC |
Accountancy firm EIN | 2021-12-31 | 621199757 |
2020 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $9,812,575 |
Total of all expenses incurred | 2020-12-31 | $4,934,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,853,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,528,718 |
Value of total assets at end of year | 2020-12-31 | $37,644,229 |
Value of total assets at beginning of year | 2020-12-31 | $32,766,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $81,302 |
Total interest from all sources | 2020-12-31 | $50,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $601,597 |
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 | $601,597 |
Administrative expenses professional fees incurred | 2020-12-31 | $29,855 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 |
Contributions received from participants | 2020-12-31 | $2,596,446 |
Participant contributions at end of year | 2020-12-31 | $941,032 |
Participant contributions at beginning of year | 2020-12-31 | $854,945 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $360,888 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $125,814 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $157,084 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,516 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $727 |
Other income not declared elsewhere | 2020-12-31 | $58,660 |
Administrative expenses (other) incurred | 2020-12-31 | $37,872 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,210 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,643 |
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 | $4,878,170 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $37,644,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $32,766,059 |
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 |
Investment advisory and management fees | 2020-12-31 | $13,575 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $33,273,203 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $28,982,345 |
Interest on participant loans | 2020-12-31 | $50,091 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,877,378 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,647,141 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $188,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $151,444 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $151,444 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,546,769 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $26,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 |
Contributions received in cash from employer | 2020-12-31 | $775,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,853,103 |
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 | 2020-12-31 | No |
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 | LBMC, PC |
Accountancy firm EIN | 2020-12-31 | 621199757 |
2019 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $10,209,474 |
Total of all expenses incurred | 2019-12-31 | $3,979,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,898,216 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $10,469 |
Value of total corrective distributions | 2019-12-31 | $6,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,350,363 |
Value of total assets at end of year | 2019-12-31 | $32,766,059 |
Value of total assets at beginning of year | 2019-12-31 | $26,536,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $64,328 |
Total interest from all sources | 2019-12-31 | $46,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $541,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $541,888 |
Administrative expenses professional fees incurred | 2019-12-31 | $14,778 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Contributions received from participants | 2019-12-31 | $2,432,686 |
Participant contributions at end of year | 2019-12-31 | $854,945 |
Participant contributions at beginning of year | 2019-12-31 | $708,967 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $125,814 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $81,788 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $309,717 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $727 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $610 |
Other income not declared elsewhere | 2019-12-31 | $25,923 |
Administrative expenses (other) incurred | 2019-12-31 | $42,163 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,643 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $879 |
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 | $6,229,927 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $32,766,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,536,132 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $7,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $28,982,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,736,069 |
Interest on participant loans | 2019-12-31 | $45,523 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,647,141 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,868,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $151,444 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $139,710 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $139,710 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,180,212 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $64,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 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 |
Contributions received in cash from employer | 2019-12-31 | $1,607,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,898,216 |
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 | 2019-12-31 | No |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LBMC, PC |
Accountancy firm EIN | 2019-12-31 | 621199757 |
2018 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $2,098,567 |
Total of all expenses incurred | 2018-12-31 | $3,780,970 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,678,031 |
Value of total corrective distributions | 2018-12-31 | $33,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,548,019 |
Value of total assets at end of year | 2018-12-31 | $26,536,132 |
Value of total assets at beginning of year | 2018-12-31 | $28,218,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $69,909 |
Total interest from all sources | 2018-12-31 | $35,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $471,391 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $471,391 |
Administrative expenses professional fees incurred | 2018-12-31 | $13,300 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 |
Contributions received from participants | 2018-12-31 | $2,016,211 |
Participant contributions at end of year | 2018-12-31 | $708,967 |
Participant contributions at beginning of year | 2018-12-31 | $573,027 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $81,788 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $46,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $222,935 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $610 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $73 |
Other income not declared elsewhere | 2018-12-31 | $-8,312 |
Administrative expenses (other) incurred | 2018-12-31 | $47,507 |
Total non interest bearing cash at end of year | 2018-12-31 | $879 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $49,688 |
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 | $-1,682,403 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,536,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,218,535 |
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 |
Investment advisory and management fees | 2018-12-31 | $9,102 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,736,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,127,989 |
Interest on participant loans | 2018-12-31 | $34,689 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,868,109 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,316,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $139,710 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $104,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $104,662 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,020,774 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $73,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
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 |
Contributions received in cash from employer | 2018-12-31 | $1,308,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,678,031 |
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 | 2018-12-31 | No |
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 | LBMC, PC |
Accountancy firm EIN | 2018-12-31 | 621199757 |
2017 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $7,641,302 |
Total of all expenses incurred | 2017-12-31 | $1,457,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,378,474 |
Value of total corrective distributions | 2017-12-31 | $6,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,749,823 |
Value of total assets at end of year | 2017-12-31 | $28,218,535 |
Value of total assets at beginning of year | 2017-12-31 | $22,034,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $72,398 |
Total interest from all sources | 2017-12-31 | $20,031 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $410,926 |
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 | $410,926 |
Administrative expenses professional fees incurred | 2017-12-31 | $13,700 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 |
Contributions received from participants | 2017-12-31 | $1,786,450 |
Participant contributions at end of year | 2017-12-31 | $573,027 |
Participant contributions at beginning of year | 2017-12-31 | $423,732 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $46,810 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $68,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $975,186 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $73 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $759 |
Other income not declared elsewhere | 2017-12-31 | $2,556 |
Administrative expenses (other) incurred | 2017-12-31 | $55,883 |
Total non interest bearing cash at end of year | 2017-12-31 | $49,688 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $56,418 |
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 | $6,184,144 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,218,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,034,391 |
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 |
Investment advisory and management fees | 2017-12-31 | $2,815 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $24,127,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $18,449,394 |
Interest on participant loans | 2017-12-31 | $19,977 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,316,286 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,963,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $104,662 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $34,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $34,985 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,400,634 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $57,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $988,187 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $36,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,378,474 |
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 | 2017-12-31 | No |
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 | LBMC, PC |
Accountancy firm EIN | 2017-12-31 | 621199757 |
2016 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $4,911,843 |
Total of all expenses incurred | 2016-12-31 | $1,222,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,153,753 |
Value of total corrective distributions | 2016-12-31 | $18,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,455,916 |
Value of total assets at end of year | 2016-12-31 | $22,034,391 |
Value of total assets at beginning of year | 2016-12-31 | $18,345,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $50,735 |
Total interest from all sources | 2016-12-31 | $21,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $295,549 |
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 | $295,549 |
Administrative expenses professional fees incurred | 2016-12-31 | $4,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 |
Contributions received from participants | 2016-12-31 | $1,569,048 |
Participant contributions at end of year | 2016-12-31 | $423,732 |
Participant contributions at beginning of year | 2016-12-31 | $499,312 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $68,950 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $921,536 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $759 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $437 |
Other income not declared elsewhere | 2016-12-31 | $11,028 |
Administrative expenses (other) incurred | 2016-12-31 | $45,688 |
Total non interest bearing cash at end of year | 2016-12-31 | $56,418 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $55,049 |
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 | $3,688,871 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,034,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,345,520 |
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 |
Investment advisory and management fees | 2016-12-31 | $1,047 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $18,449,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,346,198 |
Interest on participant loans | 2016-12-31 | $21,252 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,963,702 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,428,266 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $34,985 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $16,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $16,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,085,689 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $42,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $965,332 |
Employer contributions (assets) at end of year | 2016-12-31 | $36,451 |
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 | $1,153,753 |
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 | 2016-12-31 | No |
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 | LBMC, PC |
Accountancy firm EIN | 2016-12-31 | 621199757 |
2015 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $2,092,335 |
Total of all expenses incurred | 2015-12-31 | $1,651,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,605,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,135,806 |
Value of total assets at end of year | 2015-12-31 | $18,345,520 |
Value of total assets at beginning of year | 2015-12-31 | $17,904,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $45,910 |
Total interest from all sources | 2015-12-31 | $20,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $254,450 |
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 | $254,450 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 |
Contributions received from participants | 2015-12-31 | $1,316,411 |
Participant contributions at end of year | 2015-12-31 | $499,312 |
Participant contributions at beginning of year | 2015-12-31 | $425,277 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $49,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $249,819 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $906 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $437 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $270 |
Administrative expenses (other) incurred | 2015-12-31 | $45,910 |
Total non interest bearing cash at end of year | 2015-12-31 | $55,049 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $48,556 |
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 | $440,854 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,345,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,904,666 |
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 | $15,346,198 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,806,026 |
Income. Interest from US Government securities | 2015-12-31 | $20,153 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,428,266 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,559,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $16,258 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $15,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $15,533 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-318,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $569,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,604,665 |
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 | 2015-12-31 | No |
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 | LBMC, PC |
Accountancy firm EIN | 2015-12-31 | 621199757 |
2014 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $2,679,129 |
Total of all expenses incurred | 2014-12-31 | $2,831,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,762,218 |
Value of total corrective distributions | 2014-12-31 | $18,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,689,887 |
Value of total assets at end of year | 2014-12-31 | $17,904,666 |
Value of total assets at beginning of year | 2014-12-31 | $18,056,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50,061 |
Total interest from all sources | 2014-12-31 | $17,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $312,026 |
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 | $312,026 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 |
Contributions received from participants | 2014-12-31 | $1,049,360 |
Participant contributions at end of year | 2014-12-31 | $425,277 |
Participant contributions at beginning of year | 2014-12-31 | $357,279 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $49,948 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $40,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $284,947 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $270 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $106 |
Other income not declared elsewhere | 2014-12-31 | $-4,606 |
Administrative expenses (other) incurred | 2014-12-31 | $48,999 |
Total non interest bearing cash at end of year | 2014-12-31 | $48,556 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $41,168 |
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 | $-151,972 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,904,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,056,638 |
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 |
Investment advisory and management fees | 2014-12-31 | $1,062 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,806,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,955,254 |
Interest on participant loans | 2014-12-31 | $17,681 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,559,056 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,657,833 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $15,533 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $642,391 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $21,750 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 | $355,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,762,218 |
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 | 2014-12-31 | No |
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 | LATTIMORE BLACK MORGAN & CAIN, P.C. |
Accountancy firm EIN | 2014-12-31 | 621199757 |
2013 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $3,777,462 |
Total of all expenses incurred | 2013-12-31 | $2,258,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,196,124 |
Value of total corrective distributions | 2013-12-31 | $14,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,076,791 |
Value of total assets at end of year | 2013-12-31 | $18,056,638 |
Value of total assets at beginning of year | 2013-12-31 | $16,538,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $47,860 |
Total interest from all sources | 2013-12-31 | $19,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $311,571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $311,571 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Contributions received from participants | 2013-12-31 | $868,059 |
Participant contributions at end of year | 2013-12-31 | $357,279 |
Participant contributions at beginning of year | 2013-12-31 | $538,286 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $40,942 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $58,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $12,189 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $106 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,205 |
Other income not declared elsewhere | 2013-12-31 | $-17,687 |
Administrative expenses (other) incurred | 2013-12-31 | $46,934 |
Total non interest bearing cash at end of year | 2013-12-31 | $41,168 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $30,966 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,518,491 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,056,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,538,147 |
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 |
Investment advisory and management fees | 2013-12-31 | $926 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,955,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,862,126 |
Interest on participant loans | 2013-12-31 | $19,421 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,657,833 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,046,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,056 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,355,638 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $31,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $196,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,196,124 |
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 | 2013-12-31 | No |
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 | LATTIMORE BLACK MORGAN & CAIN, P.C. |
Accountancy firm EIN | 2013-12-31 | 621199757 |
2012 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total transfer of assets from this plan | 2012-12-31 | $20,094,708 |
Total income from all sources (including contributions) | 2012-12-31 | $2,749,767 |
Total of all expenses incurred | 2012-12-31 | $2,965,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,899,037 |
Value of total corrective distributions | 2012-12-31 | $26,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $873,668 |
Value of total assets at end of year | 2012-12-31 | $16,538,147 |
Value of total assets at beginning of year | 2012-12-31 | $36,849,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $40,709 |
Total interest from all sources | 2012-12-31 | $25,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $283,145 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $283,145 |
Administrative expenses professional fees incurred | 2012-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Contributions received from participants | 2012-12-31 | $697,508 |
Participant contributions at end of year | 2012-12-31 | $538,286 |
Participant contributions at beginning of year | 2012-12-31 | $1,442,928 |
Participant contributions at beginning of year | 2012-12-31 | $50,004 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $58,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $175,010 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,205 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,858 |
Other income not declared elsewhere | 2012-12-31 | $3 |
Administrative expenses (other) incurred | 2012-12-31 | $3,212 |
Total non interest bearing cash at end of year | 2012-12-31 | $30,966 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $34,564 |
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 | $-216,212 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,538,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,849,067 |
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 |
Investment advisory and management fees | 2012-12-31 | $25,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,862,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,893,529 |
Interest on participant loans | 2012-12-31 | $25,534 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,046,548 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $7,380,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $396 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $27,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $27,457 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,521,174 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $46,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 | $1,150 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,899,037 |
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 | 2012-12-31 | No |
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 | LATTIMORE BLACK MORGAN & CAIN, P.C. |
Accountancy firm EIN | 2012-12-31 | 621199757 |
2011 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $2,478,846 |
Total of all expenses incurred | 2011-12-31 | $5,033,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,958,713 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,939 |
Value of total corrective distributions | 2011-12-31 | $49,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,184,373 |
Value of total assets at end of year | 2011-12-31 | $36,849,067 |
Value of total assets at beginning of year | 2011-12-31 | $39,403,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $22,874 |
Total interest from all sources | 2011-12-31 | $65,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $607,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $607,323 |
Administrative expenses professional fees incurred | 2011-12-31 | $11,000 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 |
Contributions received from participants | 2011-12-31 | $2,465,816 |
Participant contributions at end of year | 2011-12-31 | $1,442,928 |
Participant contributions at beginning of year | 2011-12-31 | $1,365,752 |
Participant contributions at end of year | 2011-12-31 | $50,004 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $113,575 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,858 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,016 |
Administrative expenses (other) incurred | 2011-12-31 | $9,684 |
Total non interest bearing cash at end of year | 2011-12-31 | $34,564 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $13,416 |
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 | $-2,554,296 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,849,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $39,403,363 |
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 |
Investment advisory and management fees | 2011-12-31 | $2,190 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,893,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $31,453,831 |
Interest on participant loans | 2011-12-31 | $65,387 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,380,004 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,505,119 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $27,457 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $62,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $62,229 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,502,814 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $124,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Contributions received in cash from employer | 2011-12-31 | $604,982 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,958,713 |
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 | 2011-12-31 | No |
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 | LATTIMORE BLACK MORGAN & CAIN, P.C. |
Accountancy firm EIN | 2011-12-31 | 621199757 |
2010 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $7,311,202 |
Total of all expenses incurred | 2010-12-31 | $5,051,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,969,875 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $36,471 |
Value of total corrective distributions | 2010-12-31 | $31,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,326,018 |
Value of total assets at end of year | 2010-12-31 | $39,403,363 |
Value of total assets at beginning of year | 2010-12-31 | $37,143,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,443 |
Total interest from all sources | 2010-12-31 | $80,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $668,893 |
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 | $668,893 |
Administrative expenses professional fees incurred | 2010-12-31 | $2,100 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
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 | $2,448,638 |
Participant contributions at end of year | 2010-12-31 | $1,365,752 |
Participant contributions at beginning of year | 2010-12-31 | $1,529,834 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $205,694 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,016 |
Administrative expenses (other) incurred | 2010-12-31 | $9,843 |
Total non interest bearing cash at end of year | 2010-12-31 | $13,416 |
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 | $2,259,832 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $39,403,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,143,531 |
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 |
Investment advisory and management fees | 2010-12-31 | $1,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $31,453,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $28,847,828 |
Interest on participant loans | 2010-12-31 | $80,225 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,505,119 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,709,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $62,229 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $56,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $56,553 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,064,151 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $171,909 |
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 | $671,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,969,875 |
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 | 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 | LATTIMORE BLACK MORGAN & CAIN, P.C. |
Accountancy firm EIN | 2010-12-31 | 621199757 |
2009 : LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 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: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |