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RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.
Plan identification number 003

RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBROY INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBROY INDUSTRIES, INC.
Employer identification number (EIN):232926669
NAIC Classification:335310

Additional information about ROBROY INDUSTRIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1961-03-21
Company Identification Number: 0002104206
Legal Registered Office Address: RIVER ROAD

VERONA
United States of America (USA)
15147

More information about ROBROY INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01VIJAY TAHILIANI
0032016-01-01VIJAY TAHILIANI
0032015-01-01VIJAY KUMAR MICHAEL T. DEANE2016-09-29
0032014-01-01GREGORY CZEGAN MICHAEL T. DEANE2015-09-09
0032013-01-01GREGORY CZEGAN MICHAEL T. DEANE2014-10-01
0032012-01-01GREGORY CZEGAN
0032011-01-01GREGORY CZEGAN MICHAEL T. DEANE2012-10-05
0032010-01-01JUDY SHOEMAKER MICHAEL T. DEANE2011-10-04
0032009-01-01JUDY SHOEMAKER MICHAEL T. DEANE2010-10-06

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2022 401k membership
Market value of plan assets2022-12-3129,903,242
Acturial value of plan assets2022-12-3129,903,242
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,408,979
Number of terminated vested participants2022-12-3153
Fundng target for terminated vested participants2022-12-312,788,665
Active participant vested funding target2022-12-315,781,833
Number of active participants2022-12-3136
Total funding liabilities for active participants2022-12-315,781,833
Total participant count2022-12-31233
Total funding target for all participants2022-12-3121,979,477
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,892,248
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,892,248
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,256,960
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31261,179
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01233
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2021 401k membership
Market value of plan assets2021-12-3127,901,963
Acturial value of plan assets2021-12-3127,901,963
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,549,903
Number of terminated vested participants2021-12-3154
Fundng target for terminated vested participants2021-12-312,644,585
Active participant vested funding target2021-12-315,563,301
Number of active participants2021-12-3140
Total funding liabilities for active participants2021-12-315,563,301
Total participant count2021-12-31240
Total funding target for all participants2021-12-3121,757,789
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,038,886
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,038,886
Present value of excess contributions2021-12-31458,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31482,896
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31482,896
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-312,892,248
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31271,226
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01240
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-01118
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2020 401k membership
Market value of plan assets2020-12-3124,603,563
Acturial value of plan assets2020-12-3124,603,563
Funding target for retired participants and beneficiaries receiving payment2020-12-3113,973,230
Number of terminated vested participants2020-12-3153
Fundng target for terminated vested participants2020-12-311,838,091
Active participant vested funding target2020-12-316,331,402
Number of active participants2020-12-3146
Total funding liabilities for active participants2020-12-316,331,402
Total participant count2020-12-31246
Total funding target for all participants2020-12-3122,142,723
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,134,254
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,163,005
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,971,249
Present value of excess contributions2020-12-31450,042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31474,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-31397,775
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,038,886
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31421,715
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01246
Total number of active participants reported on line 7a of the Form 55002020-01-0141
Number of retired or separated participants receiving benefits2020-01-01121
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2019 401k membership
Market value of plan assets2019-12-3120,872,656
Acturial value of plan assets2019-12-3120,872,656
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,648,747
Number of terminated vested participants2019-12-3154
Fundng target for terminated vested participants2019-12-312,143,411
Active participant vested funding target2019-12-315,837,139
Number of active participants2019-12-3150
Total funding liabilities for active participants2019-12-315,837,139
Total participant count2019-12-31252
Total funding target for all participants2019-12-3121,629,297
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,893,923
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31612,669
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,281,254
Present value of excess contributions2019-12-3173,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3169,939
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,134,254
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31467,748
Net shortfall amortization installment of oustanding balance2019-12-313,890,895
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,163,005
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,163,311
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01252
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-01123
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2018 401k membership
Market value of plan assets2018-12-3123,326,109
Acturial value of plan assets2018-12-3123,326,109
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,526,167
Number of terminated vested participants2018-12-3151
Fundng target for terminated vested participants2018-12-311,816,792
Active participant vested funding target2018-12-315,105,607
Number of active participants2018-12-3154
Total funding liabilities for active participants2018-12-315,105,607
Total participant count2018-12-31256
Total funding target for all participants2018-12-3120,448,566
Balance at beginning of prior year after applicable adjustments2018-12-3139,498
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,621,886
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3139,498
Prefunding balanced used to offset prior years funding requirement2018-12-31370,701
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-313,251,185
Present value of excess contributions2018-12-31186,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31210,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31210,779
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,894,046
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31336,746
Net shortfall amortization installment of oustanding balance2018-12-311,016,380
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31539,450
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31612,669
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01256
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of retired or separated participants receiving benefits2018-01-01123
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2017 401k membership
Market value of plan assets2017-12-3121,433,372
Acturial value of plan assets2017-12-3121,433,372
Funding target for retired participants and beneficiaries receiving payment2017-12-3111,499,438
Number of terminated vested participants2017-12-3161
Fundng target for terminated vested participants2017-12-312,491,271
Active participant vested funding target2017-12-315,675,213
Number of active participants2017-12-3157
Total funding liabilities for active participants2017-12-315,675,213
Total participant count2017-12-31270
Total funding target for all participants2017-12-3119,665,922
Balance at beginning of prior year after applicable adjustments2017-12-31453,947
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,418,809
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31416,664
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3137,283
Amount remaining of prefunding balance2017-12-313,418,809
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3139,498
Balance of prefunding at beginning of current year2017-12-313,621,886
Total employer contributions2017-12-31535,687
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31504,901
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31418,041
Net shortfall amortization installment of oustanding balance2017-12-311,893,934
Waiver amortization installment2017-12-310
Waived amount of outstanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31729,047
Carryover balance elected to use to offset funding requirement2017-12-3139,498
Prefunding balance elected to use to offset funding requirement2017-12-31370,701
Additional cash requirement2017-12-31318,848
Contributions allocatedtoward minimum required contributions for current year2017-12-31504,901
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-01127
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2016 401k membership
Market value of plan assets2016-12-3124,615,153
Acturial value of plan assets2016-12-3124,615,153
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,667,363
Number of terminated vested participants2016-12-31162
Fundng target for terminated vested participants2016-12-314,233,530
Active participant vested funding target2016-12-316,392,471
Number of active participants2016-12-3163
Total funding liabilities for active participants2016-12-316,392,471
Total participant count2016-12-31373
Total funding target for all participants2016-12-3121,293,364
Balance at beginning of prior year after applicable adjustments2016-12-31457,239
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,443,603
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31457,239
Amount remaining of prefunding balance2016-12-313,443,603
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31453,947
Balance of prefunding at beginning of current year2016-12-313,418,809
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31416,664
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31416,664
Carryover balance elected to use to offset funding requirement2016-12-31416,664
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01373
Total number of active participants reported on line 7a of the Form 55002016-01-0157
Number of retired or separated participants receiving benefits2016-01-01127
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-0163
Number of retired or separated participants receiving benefits2015-01-01122
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-01123
Number of other retired or separated participants entitled to future benefits2014-01-01161
Total of all active and inactive participants2014-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01387
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-01122
Number of other retired or separated participants entitled to future benefits2013-01-01162
Total of all active and inactive participants2013-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-01118
Number of other retired or separated participants entitled to future benefits2012-01-01159
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-0164
Number of retired or separated participants receiving benefits2011-01-0185
Number of other retired or separated participants entitled to future benefits2011-01-01104
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01276
Total number of active participants reported on line 7a of the Form 55002010-01-0176
Number of retired or separated participants receiving benefits2010-01-0185
Number of other retired or separated participants entitled to future benefits2010-01-0199
Total of all active and inactive participants2010-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0113
Total participants2010-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01280
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,146,756
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,763,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,632,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$6,992,928
Value of total assets at beginning of year2022-12-31$29,903,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,192
Total interest from all sources2022-12-31$-42,023
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$317,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$317,220
Administrative expenses professional fees incurred2022-12-31$45,490
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6,973,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$76,789
Administrative expenses (other) incurred2022-12-31$20,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,910,314
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,992,928
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,903,242
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$6,901,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,467,047
Interest earned on other investments2022-12-31$-57,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$83,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,359,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,359,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,421,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,659,000
Contract administrator fees2022-12-31$65,286
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-260,850
Total unrealized appreciation/depreciation of assets2021-12-31$-260,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,977,946
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,493,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,376,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$500,000
Value of total assets at end of year2021-12-31$29,903,242
Value of total assets at beginning of year2021-12-31$27,419,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,642
Total interest from all sources2021-12-31$60,587
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$981,907
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$981,907
Administrative expenses professional fees incurred2021-12-31$7,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$76,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$16,291
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$25,761
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$2,484,176
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,903,242
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,419,066
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$26,467,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,089,356
Interest earned on other investments2021-12-31$60,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,359,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$313,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$313,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,696,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$500,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,376,128
Contract administrator fees2021-12-31$84,681
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 name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,839,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,549,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,353,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$500,000
Value of total assets at end of year2020-12-31$27,419,066
Value of total assets at beginning of year2020-12-31$24,128,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$196,353
Total interest from all sources2020-12-31$-2,933
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$977,452
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$977,452
Administrative expenses professional fees incurred2020-12-31$13,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$16,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,109
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$107,178
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$3,290,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,419,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,128,589
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
Investment advisory and management fees2020-12-31$76,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,089,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,854,879
Interest earned on other investments2020-12-31$-3,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$313,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$253,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$253,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,365,350
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$500,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,353,039
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,844,965
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,589,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,340,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$24,128,589
Value of total assets at beginning of year2019-12-31$20,872,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248,305
Total interest from all sources2019-12-31$3,262
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$649,195
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$649,195
Administrative expenses professional fees incurred2019-12-31$17,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,234
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$156,492
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$3,255,933
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,128,589
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,872,656
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
Investment advisory and management fees2019-12-31$74,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,854,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,811,919
Interest earned on other investments2019-12-31$-2,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$253,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,038,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,038,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,192,508
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$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,340,727
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-925,042
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,529,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,304,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$20,872,656
Value of total assets at beginning of year2018-12-31$23,327,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$225,252
Total interest from all sources2018-12-31$13,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,043,237
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$1,043,237
Administrative expenses professional fees incurred2018-12-31$33,680
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,610
Other income not declared elsewhere2018-12-31$-26,562
Administrative expenses (other) incurred2018-12-31$107,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,454,863
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,872,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,327,519
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
Investment advisory and management fees2018-12-31$84,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,811,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,462,580
Interest earned on other investments2018-12-31$7,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,038,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$814,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$814,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,955,090
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$35,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,304,569
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,384,412
Total of all expenses incurred2017-12-31$1,490,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,277,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$535,687
Value of total assets at end of year2017-12-31$23,327,519
Value of total assets at beginning of year2017-12-31$21,433,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$212,905
Total interest from all sources2017-12-31$1,933
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$540,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$540,190
Administrative expenses professional fees incurred2017-12-31$28,730
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,995
Administrative expenses (other) incurred2017-12-31$93,430
Total non interest bearing cash at beginning of year2017-12-31$367,028
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$1,894,146
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,327,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,433,373
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
Investment advisory and management fees2017-12-31$90,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,462,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,052,350
Interest earned on other investments2017-12-31$616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$814,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,306,602
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$535,687
Employer contributions (assets) at end of year2017-12-31$35,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,277,361
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
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,356,741
Total of all expenses incurred2016-12-31$4,538,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,320,792
Value of total assets at end of year2016-12-31$21,433,373
Value of total assets at beginning of year2016-12-31$24,615,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$217,729
Total interest from all sources2016-12-31$-2,445
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$481,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$481,368
Administrative expenses professional fees incurred2016-12-31$125,032
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,831
Total non interest bearing cash at end of year2016-12-31$367,028
Total non interest bearing cash at beginning of year2016-12-31$328,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,181,780
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,433,373
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,615,153
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
Investment advisory and management fees2016-12-31$92,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,052,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,268,709
Interest earned on other investments2016-12-31$-3,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$877,818
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,320,792
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$-277
Total income from all sources (including contributions)2015-12-31$-75,176
Total of all expenses incurred2015-12-31$1,182,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$993,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$24,615,153
Value of total assets at beginning of year2015-12-31$25,872,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$188,178
Total interest from all sources2015-12-31$-1
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$642,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$642,465
Administrative expenses professional fees incurred2015-12-31$79,977
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,592
Total non interest bearing cash at end of year2015-12-31$328,613
Total non interest bearing cash at beginning of year2015-12-31$750,497
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,257,189
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,615,153
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,872,342
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$108,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,268,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,102,976
Interest earned on other investments2015-12-31$-751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-717,640
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$993,835
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$-277
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
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$-277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$-277
Total income from all sources (including contributions)2014-12-31$2,201,186
Total of all expenses incurred2014-12-31$1,110,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$963,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$350,000
Value of total assets at end of year2014-12-31$25,872,065
Value of total assets at beginning of year2014-12-31$24,781,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$146,845
Total interest from all sources2014-12-31$1,558
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$723,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$723,582
Administrative expenses professional fees incurred2014-12-31$39,453
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,676
Administrative expenses (other) incurred2014-12-31$18,816
Total non interest bearing cash at end of year2014-12-31$750,497
Total non interest bearing cash at beginning of year2014-12-31$407,054
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$1,090,602
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,872,342
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,781,740
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$88,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,102,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,356,733
Interest earned on other investments2014-12-31$1,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,126,046
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$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$963,739
Liabilities. Value of benefit claims payable at end of year2014-12-31$-277
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$-277
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$-277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$814
Total income from all sources (including contributions)2013-12-31$4,861,322
Total of all expenses incurred2013-12-31$933,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$735,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,000,000
Value of total assets at end of year2013-12-31$24,781,463
Value of total assets at beginning of year2013-12-31$20,855,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$198,067
Total interest from all sources2013-12-31$2,995
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$561,196
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$561,196
Administrative expenses professional fees incurred2013-12-31$43,625
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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
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$17,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,215
Administrative expenses (other) incurred2013-12-31$48,384
Total non interest bearing cash at end of year2013-12-31$407,054
Total non interest bearing cash at beginning of year2013-12-31$275,400
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$3,927,357
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,781,740
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,854,383
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$106,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,356,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,564,582
Interest earned on other investments2013-12-31$2,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$534
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,297,131
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$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$735,898
Liabilities. Value of benefit claims payable at end of year2013-12-31$-277
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$814
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2012 401k financial data
Total transfer of assets to this plan2012-12-31$4,016,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$814
Total income from all sources (including contributions)2012-12-31$2,608,666
Total of all expenses incurred2012-12-31$734,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$592,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$650,000
Value of total assets at end of year2012-12-31$20,855,197
Value of total assets at beginning of year2012-12-31$14,963,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$141,986
Total interest from all sources2012-12-31$-443
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$476,457
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$476,457
Administrative expenses professional fees incurred2012-12-31$30,149
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,368
Administrative expenses (other) incurred2012-12-31$32,439
Total non interest bearing cash at end of year2012-12-31$275,400
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$1,874,007
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,854,383
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,963,634
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,564,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,950,266
Interest earned on other investments2012-12-31$-961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,482,652
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$650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$592,673
Contract administrator fees2012-12-31$79,398
Liabilities. Value of benefit claims payable at end of year2012-12-31$814
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 name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31151724342
2011 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,215,659
Total of all expenses incurred2011-12-31$701,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$585,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,125,000
Value of total assets at end of year2011-12-31$14,963,634
Value of total assets at beginning of year2011-12-31$14,449,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$116,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$32,078
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,351
Administrative expenses (other) incurred2011-12-31$11,238
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$513,791
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,963,634
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,449,843
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$72,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,950,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,433,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$90,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$585,718
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 name2011-12-31ALPERN ROSENTHAL
Accountancy firm EIN2011-12-31251724342
2010 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2010 401k financial data
Total transfer of assets from this plan2010-12-31$9,660
Total income from all sources (including contributions)2010-12-31$1,815,769
Total of all expenses incurred2010-12-31$667,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$565,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,000
Value of total assets at end of year2010-12-31$14,449,843
Value of total assets at beginning of year2010-12-31$13,310,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$101,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$33,309
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,861
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$1,148,708
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,449,843
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,310,795
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$68,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,433,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,049,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$242,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$242,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,615,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$565,513
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 name2010-12-31ALPERN ROSENTHAL
Accountancy firm EIN2010-12-31251724342
2009 : RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF ROBROY INDUSTRIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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