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CUSTOM ALLOY CORPORATION 401(K) PLAN 401k Plan overview

Plan NameCUSTOM ALLOY CORPORATION 401(K) PLAN
Plan identification number 001

CUSTOM ALLOY CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CUSTOM ALLOY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CUSTOM ALLOY CORPORATION
Employer identification number (EIN):222367537
NAIC Classification:332900

Additional information about CUSTOM ALLOY CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0894651

More information about CUSTOM ALLOY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM ALLOY CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ADAM AMBIELLI2023-10-13 ADAM AMBIELLI2023-10-13
0012021-01-01PETE GANATRA2022-10-17 PETE GANATRA2022-10-17
0012020-01-01JERILYN PALMER2021-05-11 PAUL DONOHUE2021-05-11
0012019-01-01JERILYN PALMER2020-07-23
0012018-01-01JERILYN PALMER2019-08-16
0012018-01-01JERILYN PALMER2019-11-20
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01BONNIE STEINERT BONNIE STEINERT2016-10-05
0012014-01-01EILEEN SMITH
0012013-01-01EILEEN SMITH
0012012-01-01EILEEN SMITH
0012011-01-01EILEEN SMITH
0012009-01-01EILEEN SMITH

Plan Statistics for CUSTOM ALLOY CORPORATION 401(K) PLAN

401k plan membership statisitcs for CUSTOM ALLOY CORPORATION 401(K) PLAN

Measure Date Value
2022: CUSTOM ALLOY CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01314
Total number of active participants reported on line 7a of the Form 55002022-01-01185
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01295
Total participants2022-01-01295
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CUSTOM ALLOY CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01308
Number of participants with account balances2021-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CUSTOM ALLOY CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01344
Total number of active participants reported on line 7a of the Form 55002020-01-01250
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01365
Total participants2020-01-01365
Number of participants with account balances2020-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CUSTOM ALLOY CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01354
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01344
Total participants2019-01-01344
Number of participants with account balances2019-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CUSTOM ALLOY CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01354
Total participants2018-01-01354
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CUSTOM ALLOY CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01329
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01294
Number of participants with account balances2017-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: CUSTOM ALLOY CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01329
Total number of active participants reported on line 7a of the Form 55002016-01-01329
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01329
Number of participants with account balances2016-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CUSTOM ALLOY CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01435
Total number of active participants reported on line 7a of the Form 55002015-01-01311
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01329
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CUSTOM ALLOY CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01314
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01346
Number of participants with account balances2014-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: CUSTOM ALLOY CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01281
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01314
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CUSTOM ALLOY CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01214
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CUSTOM ALLOY CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CUSTOM ALLOY CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01203
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01166
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CUSTOM ALLOY CORPORATION 401(K) PLAN

Measure Date Value
2022 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,352
Total income from all sources (including contributions)2022-12-31$-1,646,201
Total of all expenses incurred2022-12-31$3,786,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,733,854
Expenses. Certain deemed distributions of participant loans2022-12-31$-13,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$955,051
Value of total assets at end of year2022-12-31$9,285,572
Value of total assets at beginning of year2022-12-31$14,719,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,332
Total interest from all sources2022-12-31$29,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$707,029
Participant contributions at end of year2022-12-31$228,078
Participant contributions at beginning of year2022-12-31$225,527
Participant contributions at end of year2022-12-31$11,093
Participant contributions at beginning of year2022-12-31$12,050
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$185,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,352
Other income not declared elsewhere2022-12-31$1,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,433,073
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,285,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,718,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,874,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,177,079
Interest on participant loans2022-12-31$10,415
Interest earned on other investments2022-12-31$19,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,159,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,302,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,632,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$62,794
Employer contributions (assets) at end of year2022-12-31$12,797
Employer contributions (assets) at beginning of year2022-12-31$2,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,733,854
Contract administrator fees2022-12-31$66,332
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN & CO LLP
Accountancy firm EIN2022-12-31222428965
2021 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$661
Total income from all sources (including contributions)2021-12-31$3,132,430
Total of all expenses incurred2021-12-31$2,212,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,126,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,182,551
Value of total assets at end of year2021-12-31$14,719,997
Value of total assets at beginning of year2021-12-31$13,799,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,275
Total interest from all sources2021-12-31$31,678
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$300,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$300,618
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$780,918
Participant contributions at end of year2021-12-31$225,527
Participant contributions at beginning of year2021-12-31$310,340
Participant contributions at end of year2021-12-31$12,050
Participant contributions at beginning of year2021-12-31$14,061
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$335,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$920,261
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,718,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,798,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,177,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,579,215
Interest on participant loans2021-12-31$10,988
Interest earned on other investments2021-12-31$20,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,302,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,893,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,617,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$66,525
Employer contributions (assets) at end of year2021-12-31$2,626
Employer contributions (assets) at beginning of year2021-12-31$2,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,126,894
Contract administrator fees2021-12-31$85,275
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2021-12-31222428965
2020 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$661
Total income from all sources (including contributions)2020-12-31$2,896,417
Total of all expenses incurred2020-12-31$1,813,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,731,931
Expenses. Certain deemed distributions of participant loans2020-12-31$16,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$900,870
Value of total assets at end of year2020-12-31$13,799,045
Value of total assets at beginning of year2020-12-31$12,715,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,784
Total interest from all sources2020-12-31$46,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$153,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$153,582
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$828,049
Participant contributions at end of year2020-12-31$310,340
Participant contributions at beginning of year2020-12-31$369,807
Participant contributions at end of year2020-12-31$14,061
Participant contributions at beginning of year2020-12-31$13,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,082,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,798,384
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,715,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,579,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,277,007
Interest on participant loans2020-12-31$18,401
Interest earned on other investments2020-12-31$28,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,893,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,054,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,795,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,821
Employer contributions (assets) at end of year2020-12-31$2,325
Employer contributions (assets) at beginning of year2020-12-31$1,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,731,931
Contract administrator fees2020-12-31$65,784
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2020-12-31222428965
2019 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,103,800
Total of all expenses incurred2019-12-31$1,309,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,222,271
Expenses. Certain deemed distributions of participant loans2019-12-31$21,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$949,482
Value of total assets at end of year2019-12-31$12,715,734
Value of total assets at beginning of year2019-12-31$10,921,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,018
Total interest from all sources2019-12-31$43,701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$213,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$213,754
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$845,387
Participant contributions at end of year2019-12-31$369,807
Participant contributions at beginning of year2019-12-31$291,780
Participant contributions at end of year2019-12-31$13,606
Participant contributions at beginning of year2019-12-31$33,999
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,794,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,715,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,921,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,277,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,176,951
Interest on participant loans2019-12-31$17,426
Interest earned on other investments2019-12-31$26,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,054,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,415,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,896,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$71,563
Employer contributions (assets) at end of year2019-12-31$1,217
Employer contributions (assets) at beginning of year2019-12-31$2,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,222,271
Contract administrator fees2019-12-31$66,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2019-12-31222428965
2018 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-761,822
Total unrealized appreciation/depreciation of assets2018-12-31$-761,822
Total income from all sources (including contributions)2018-12-31$1,076,883
Total of all expenses incurred2018-12-31$1,045,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$970,415
Expenses. Certain deemed distributions of participant loans2018-12-31$15,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,593,456
Value of total assets at end of year2018-12-31$10,921,405
Value of total assets at beginning of year2018-12-31$10,889,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,787
Total interest from all sources2018-12-31$30,238
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$215,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$215,011
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$842,767
Participant contributions at end of year2018-12-31$291,780
Participant contributions at beginning of year2018-12-31$244,930
Participant contributions at end of year2018-12-31$33,999
Participant contributions at beginning of year2018-12-31$12,287
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$680,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$31,736
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,921,405
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,889,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,176,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,623,348
Interest on participant loans2018-12-31$12,011
Interest earned on other investments2018-12-31$18,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,415,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,007,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$69,851
Employer contributions (assets) at end of year2018-12-31$2,727
Employer contributions (assets) at beginning of year2018-12-31$1,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$970,415
Contract administrator fees2018-12-31$58,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2018-12-31222428965
2017 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$897,050
Total unrealized appreciation/depreciation of assets2017-12-31$897,050
Total income from all sources (including contributions)2017-12-31$2,463,768
Total loss/gain on sale of assets2017-12-31$218,918
Total of all expenses incurred2017-12-31$225,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$199,370
Expenses. Certain deemed distributions of participant loans2017-12-31$12,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$821,075
Value of total assets at end of year2017-12-31$10,889,669
Value of total assets at beginning of year2017-12-31$8,651,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,593
Total interest from all sources2017-12-31$30,322
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$496,403
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$496,403
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$722,734
Participant contributions at end of year2017-12-31$244,930
Participant contributions at beginning of year2017-12-31$123,981
Participant contributions at end of year2017-12-31$12,287
Participant contributions at beginning of year2017-12-31$12,206
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,238,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,889,669
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,651,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,623,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,635,845
Income. Interest from loans (other than to participants)2017-12-31$9,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$20,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,007,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,878,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,935
Employer contributions (assets) at end of year2017-12-31$1,195
Employer contributions (assets) at beginning of year2017-12-31$1,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$199,370
Contract administrator fees2017-12-31$13,593
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$218,918
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2017-12-31222428965
2016 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$52,061
Total unrealized appreciation/depreciation of assets2016-12-31$52,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,765
Total income from all sources (including contributions)2016-12-31$1,509,793
Total loss/gain on sale of assets2016-12-31$91,042
Total of all expenses incurred2016-12-31$1,330,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,302,902
Expenses. Certain deemed distributions of participant loans2016-12-31$18,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,041,986
Value of total assets at end of year2016-12-31$8,651,399
Value of total assets at beginning of year2016-12-31$8,494,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,701
Total interest from all sources2016-12-31$5,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$662,497
Participant contributions at end of year2016-12-31$123,981
Participant contributions at beginning of year2016-12-31$113,697
Participant contributions at end of year2016-12-31$12,206
Participant contributions at beginning of year2016-12-31$21,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$323,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,765
Administrative expenses (other) incurred2016-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$179,254
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,651,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,472,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,635,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,513,172
Interest on participant loans2016-12-31$5,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,878,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,844,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$319,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,504
Employer contributions (assets) at end of year2016-12-31$1,040
Employer contributions (assets) at beginning of year2016-12-31$1,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,302,902
Contract administrator fees2016-12-31$8,283
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$91,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,344,081
Total loss/gain on sale of assets2015-12-31$-10,935
Total of all expenses incurred2015-12-31$341,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$287,373
Expenses. Certain deemed distributions of participant loans2015-12-31$24,987
Value of total corrective distributions2015-12-31$22,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,292,203
Value of total assets at end of year2015-12-31$8,494,910
Value of total assets at beginning of year2015-12-31$7,469,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,741
Total interest from all sources2015-12-31$4,582
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$287,638
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$781,888
Participant contributions at end of year2015-12-31$113,697
Participant contributions at beginning of year2015-12-31$93,001
Participant contributions at end of year2015-12-31$21,643
Participant contributions at beginning of year2015-12-31$22,125
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$447,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,765
Administrative expenses (other) incurred2015-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,002,215
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,472,145
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,469,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,513,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,529,352
Interest on participant loans2015-12-31$4,568
Interest earned on other investments2015-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,844,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,823,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-229,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,285
Employer contributions (assets) at end of year2015-12-31$1,744
Employer contributions (assets) at beginning of year2015-12-31$1,943
Income. Dividends from preferred stock2015-12-31$287,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$287,373
Contract administrator fees2015-12-31$1,288
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-10,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN
Accountancy firm EIN2015-12-31222428965
2014 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,967
Total income from all sources (including contributions)2014-12-31$1,372,362
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$838,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$794,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$940,667
Value of total assets at end of year2014-12-31$7,469,930
Value of total assets at beginning of year2014-12-31$6,938,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,646
Total interest from all sources2014-12-31$29,987
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$144,070
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$723,860
Participant contributions at end of year2014-12-31$93,001
Participant contributions at beginning of year2014-12-31$67,763
Participant contributions at end of year2014-12-31$22,125
Participant contributions at beginning of year2014-12-31$32,378
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$158,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,967
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$534,320
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,469,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,935,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,529,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,967,739
Income. Interest from loans (other than to participants)2014-12-31$3,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,823,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,868,744
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$357,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$257,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,723
Employer contributions (assets) at end of year2014-12-31$1,943
Employer contributions (assets) at beginning of year2014-12-31$1,953
Income. Dividends from preferred stock2014-12-31$144,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$436,475
Contract administrator fees2014-12-31$41,146
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOEL POPKIN CPA PC
Accountancy firm EIN2014-12-31133910608
2013 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,687,207
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$608,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,704
Expenses. Certain deemed distributions of participant loans2013-12-31$16,899
Value of total corrective distributions2013-12-31$7,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$742,369
Value of total assets at end of year2013-12-31$6,938,577
Value of total assets at beginning of year2013-12-31$5,857,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,746
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$31,884
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$101,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$101,538
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$664,095
Participant contributions at end of year2013-12-31$67,763
Participant contributions at beginning of year2013-12-31$68,333
Participant contributions at end of year2013-12-31$32,378
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,078,484
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,935,610
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,857,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,967,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,899,445
Interest on participant loans2013-12-31$2,082
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$29,802
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,868,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,889,348
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$811,416
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$53,361
Employer contributions (assets) at end of year2013-12-31$1,953
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,704
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$31,746
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOEL POPKIN COMPANY CPA PC
Accountancy firm EIN2013-12-31133910608
2012 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,044,544
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$492,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$463,431
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$536,266
Value of total assets at end of year2012-12-31$5,857,126
Value of total assets at beginning of year2012-12-31$5,304,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,768
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$12,065
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$62,552
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$493,573
Participant contributions at end of year2012-12-31$68,333
Participant contributions at beginning of year2012-12-31$42,661
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$15,318
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$552,345
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,857,126
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,304,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,899,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,970,953
Interest on participant loans2012-12-31$2,352
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$9,713
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,889,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,274,515
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$433,661
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$42,693
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,334
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$463,431
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$28,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOEL POPKIN COMPANY CPA PC
Accountancy firm EIN2012-12-31133910608
2011 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$369,525
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$136,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,415
Expenses. Certain deemed distributions of participant loans2011-12-31$10,015
Value of total corrective distributions2011-12-31$19,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$496,644
Value of total assets at end of year2011-12-31$5,304,781
Value of total assets at beginning of year2011-12-31$5,071,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,731
Total interest from all sources2011-12-31$2,173
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$439,223
Participant contributions at end of year2011-12-31$42,661
Participant contributions at beginning of year2011-12-31$50,981
Participant contributions at end of year2011-12-31$15,318
Participant contributions at beginning of year2011-12-31$7,487
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,992
Other income not declared elsewhere2011-12-31$28,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$233,509
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,304,781
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,071,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,970,953
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,890,439
Interest on participant loans2011-12-31$2,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,274,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,121,714
Net investment gain/loss from pooled separate accounts2011-12-31$-158,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,429
Employer contributions (assets) at end of year2011-12-31$1,334
Employer contributions (assets) at beginning of year2011-12-31$651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,415
Contract administrator fees2011-12-31$26,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOEL POPKIN COMPANY CPA PC
Accountancy firm EIN2011-12-31133910608
2010 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,311,115
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$182,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$160,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$703,612
Value of total assets at end of year2010-12-31$5,071,272
Value of total assets at beginning of year2010-12-31$3,942,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,573
Total interest from all sources2010-12-31$3,154
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$393,280
Participant contributions at end of year2010-12-31$50,981
Participant contributions at beginning of year2010-12-31$50,121
Participant contributions at end of year2010-12-31$7,487
Participant contributions at beginning of year2010-12-31$13,343
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$278,265
Other income not declared elsewhere2010-12-31$28,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,128,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,071,272
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,942,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,890,439
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,874,682
Interest on participant loans2010-12-31$3,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,121,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,003,649
Net investment gain/loss from pooled separate accounts2010-12-31$576,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$32,067
Employer contributions (assets) at end of year2010-12-31$651
Employer contributions (assets) at beginning of year2010-12-31$1,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$160,220
Contract administrator fees2010-12-31$22,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOEL POPKIN COMPANY CPA PC
Accountancy firm EIN2010-12-31133910608
2009 : CUSTOM ALLOY CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CUSTOM ALLOY CORPORATION 401(K) PLAN

2022: CUSTOM ALLOY CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUSTOM ALLOY CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUSTOM ALLOY CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUSTOM ALLOY CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUSTOM ALLOY CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUSTOM ALLOY CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUSTOM ALLOY CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTOM ALLOY CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTOM ALLOY CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUSTOM ALLOY CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUSTOM ALLOY CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUSTOM ALLOY CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CUSTOM ALLOY CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512989-000
Policy instance 1
Insurance contract or identification number512989-000
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $5,391
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5391
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512989-000
Policy instance 1
Insurance contract or identification number512989-000
Number of Individuals Covered284
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7034
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512989-000
Policy instance 1
Insurance contract or identification number512989-000
Number of Individuals Covered328
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $5,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5834
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334466-01
Policy instance 1
Insurance contract or identification number334466-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512989-000
Policy instance 2
Insurance contract or identification number512989-000
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,193
Total amount of fees paid to insurance companyUSD $6,598
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6598
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,768
GREAT WEST LIFE INSURANCE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334466-01
Policy instance 1
Insurance contract or identification number334466-01
Number of Individuals Covered87
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512989-000
Policy instance 2
Insurance contract or identification number512989-000
Number of Individuals Covered287
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $686
Total amount of fees paid to insurance companyUSD $16,419
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16419
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $686
GREAT WEST LIFE INSURANCE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334466-01
Policy instance 1
Insurance contract or identification number334466-01
Number of Individuals Covered97
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number65368546-653685
Policy instance 2
Insurance contract or identification number65368546-653685
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1

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