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Plan Name | RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2012-01-01 | GREGORY CZEGAN | MICHAEL T. DEANE | 2013-10-11 | |
004 | 2011-01-01 | GREGORY CZEGAN | MICHAEL T. DEANE | 2012-10-05 | |
004 | 2010-01-01 | JUDY SHOEMAKER | MICHAEL T. DEANE | 2011-10-04 | |
004 | 2009-01-01 | JUDY SHOEMAKER | MICHAEL T. DEANE | 2010-10-06 |
Measure | Date | Value |
---|---|---|
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 51 |
Total of all active and inactive participants | 2011-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 49 |
Total of all active and inactive participants | 2010-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 7 |
Total participants | 2010-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 48 |
Total of all active and inactive participants | 2009-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2012 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2012 401k financial data | ||
Total transfer of assets from this plan | 2012-12-31 | $4,016,742 |
Total income from all sources (including contributions) | 2012-12-31 | $825,246 |
Total of all expenses incurred | 2012-12-31 | $161,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $109,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $350,000 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $3,353,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $52,326 |
Total interest from all sources | 2012-12-31 | $72 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $111,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $111,906 |
Administrative expenses professional fees incurred | 2012-12-31 | $26,745 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,075 |
Other income not declared elsewhere | 2012-12-31 | $-306 |
Administrative expenses (other) incurred | 2012-12-31 | $6,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $663,498 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,353,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,347,169 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $72 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $363,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $109,422 |
Contract administrator fees | 2012-12-31 | $18,740 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2012-12-31 | 251724342 |
2011 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $18,215 |
Total of all expenses incurred | 2011-12-31 | $152,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $104,269 |
Value of total assets at end of year | 2011-12-31 | $3,353,244 |
Value of total assets at beginning of year | 2011-12-31 | $3,487,852 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $48,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $26,180 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,075 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-134,608 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,353,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,487,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $22,374 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,347,169 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,483,899 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $18,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $104,269 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2011-12-31 | 251724342 |
2010 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2010 401k financial data | ||
Total transfer of assets from this plan | 2010-12-31 | $4,620 |
Total income from all sources (including contributions) | 2010-12-31 | $394,364 |
Total of all expenses incurred | 2010-12-31 | $143,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $99,380 |
Value of total assets at end of year | 2010-12-31 | $3,487,852 |
Value of total assets at beginning of year | 2010-12-31 | $3,241,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $44,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $27,000 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,953 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $4,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $250,955 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,487,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,241,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $17,029 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,483,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,195,352 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $41,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $41,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $394,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $99,380 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2010-12-31 | 251724342 |
2009 : RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2012: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ROBROY INDUSTRIES - TEXAS, L.P. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |