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PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. Benefits

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

401k Sponsoring company profile

CSM BAKERY PRODUCTS NA INC. has sponsored the creation of one or more 401k plans.

Company Name:CSM BAKERY PRODUCTS NA INC.
Employer identification number (EIN):222572818
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01CATALINA MANZUR CATALINA MANZUR2014-10-14
0012012-01-01CATALINA MANZUR CATALINA MANZUR2013-10-14
0012011-01-01CATALINA MANZUR ERIK CURNS2013-02-11
0012010-01-01TRACY DISCHINGER ERIK CURNS2011-10-12
0012009-01-01HERMAN BRONS HERMAN BRONS2010-10-14

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.

Measure Date Value
2013: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-0141
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Number of retired or separated participants receiving benefits2012-01-0136
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-0143
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-0133
Number of other retired or separated participants entitled to future benefits2010-01-0176
Total of all active and inactive participants2010-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01172
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Number of retired or separated participants receiving benefits2009-01-0142
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.

Measure Date Value
2013 : PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$409,719
Total of all expenses incurred2013-12-31$344,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$333,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$242,191
Value of total assets at end of year2013-12-31$4,719,241
Value of total assets at beginning of year2013-12-31$4,653,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,913
Total interest from all sources2013-12-31$167,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
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
Value of net income/loss2013-12-31$65,544
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,719,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,653,697
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
Investment advisory and management fees2013-12-31$10,913
Interest earned on other investments2013-12-31$167,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,638,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,435,594
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$242,191
Employer contributions (assets) at end of year2013-12-31$80,831
Employer contributions (assets) at beginning of year2013-12-31$218,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$333,262
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
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 name2013-12-31BONADIO & CO.,LLP
Accountancy firm EIN2013-12-31161131146
2012 : PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$388,021
Total of all expenses incurred2012-12-31$326,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$316,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$218,103
Value of total assets at end of year2012-12-31$4,653,697
Value of total assets at beginning of year2012-12-31$4,592,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,532
Total interest from all sources2012-12-31$169,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$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
Value of net income/loss2012-12-31$61,323
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,653,697
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,592,374
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
Investment advisory and management fees2012-12-31$10,532
Interest earned on other investments2012-12-31$169,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,435,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,266,789
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
Contributions received in cash from employer2012-12-31$218,103
Employer contributions (assets) at end of year2012-12-31$218,103
Employer contributions (assets) at beginning of year2012-12-31$325,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$316,166
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
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 name2012-12-31GAINES, KRINER & ELLIOTT, LLP
Accountancy firm EIN2012-12-31160773396
2011 : PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 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$511,828
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$314,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$303,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$325,585
Value of total assets at end of year2011-12-31$4,592,374
Value of total assets at beginning of year2011-12-31$4,394,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,515
Total interest from all sources2011-12-31$186,243
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$2,000,000
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
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$197,706
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,592,374
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,394,668
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
Investment advisory and management fees2011-12-31$10,515
Interest earned on other investments2011-12-31$186,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,266,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,264,646
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$325,585
Employer contributions (assets) at end of year2011-12-31$325,585
Employer contributions (assets) at beginning of year2011-12-31$130,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$303,607
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 name2011-12-31GAINES, KRINER & ELLIOTT, LLP
Accountancy firm EIN2011-12-31160773396
2010 : PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 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$404,440
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$334,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$324,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$220,444
Value of total assets at end of year2010-12-31$4,394,668
Value of total assets at beginning of year2010-12-31$4,324,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,408
Total interest from all sources2010-12-31$183,840
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$2,000,000
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
Other income not declared elsewhere2010-12-31$156
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$69,953
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,394,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,324,715
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
Investment advisory and management fees2010-12-31$10,408
Interest earned on other investments2010-12-31$183,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,264,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,324,715
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$220,444
Employer contributions (assets) at end of year2010-12-31$130,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$324,079
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 name2010-12-31GAINES, KRINER & ELLIOTT, LLP
Accountancy firm EIN2010-12-31160773396
2009 : PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 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 PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC.

2013: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 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: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF HENRY & HENRY, INC. 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

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