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PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARTHELMES MANUFACTURING CO. has sponsored the creation of one or more 401k plans.

Company Name:BARTHELMES MANUFACTURING CO.
Employer identification number (EIN):160343580
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-08-01JOHN WISCHMEYER2014-05-15 JOHN WISCHMEYER2014-05-15
0012011-08-01NATHAN SHELDON
0012009-08-01JOHN WISCHMEYER JOHN WISCHMEYER2011-05-16

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.

Measure Date Value
2011: PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2011 401k membership
Total participants, beginning-of-year2011-08-0133
Total number of active participants reported on line 7a of the Form 55002011-08-0124
Number of retired or separated participants receiving benefits2011-08-011
Number of other retired or separated participants entitled to future benefits2011-08-015
Total of all active and inactive participants2011-08-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-013
Total participants2011-08-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2009 401k membership
Total participants, beginning-of-year2009-08-0133
Total number of active participants reported on line 7a of the Form 55002009-08-0124
Number of retired or separated participants receiving benefits2009-08-011
Number of other retired or separated participants entitled to future benefits2009-08-015
Total of all active and inactive participants2009-08-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-013
Total participants2009-08-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.

Measure Date Value
2012 : PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2012 401k financial data
Transfers to/from the plan2012-07-31$0
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$2,086
Expenses. Total of all expenses incurred2012-07-31$0
Benefits paid (including direct rollovers)2012-07-31$0
Total plan assets at end of year2012-07-31$35,084
Total plan assets at beginning of year2012-07-31$32,998
Value of fidelity bond covering the plan2012-07-31$50,000
Total contributions received or receivable from participants2012-07-31$0
Expenses. Other expenses not covered elsewhere2012-07-31$0
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$2,086
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$2,086
Net plan assets at end of year (total assets less liabilities)2012-07-31$35,084
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$32,998
Total contributions received or receivable from employer(s)2012-07-31$0
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2010 : PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC.

2011: PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF K. BARTHELMES MANUFACTURING COMPANY, INC. 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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