BURNS INDUSTRIAL EQUIPMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC.
401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC.
| Measure | Date | Value |
|---|
| 2020: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2019: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 5 |
| Total participants | 2019-10-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| Market value of plan assets | 2019-09-30 | 1,960,405 |
| Acturial value of plan assets | 2019-09-30 | 1,960,405 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 926,476 |
| Number of terminated vested participants | 2019-09-30 | 3 |
| Fundng target for terminated vested participants | 2019-09-30 | 23,721 |
| Active participant vested funding target | 2019-09-30 | 810,949 |
| Number of active participants | 2019-09-30 | 22 |
| Total funding liabilities for active participants | 2019-09-30 | 810,949 |
| Total participant count | 2019-09-30 | 39 |
| Total funding target for all participants | 2019-09-30 | 1,761,146 |
| Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 292,300 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
| Amount remaining of carryover balance | 2019-09-30 | 0 |
| Amount remaining of prefunding balance | 2019-09-30 | 292,300 |
| Present value of excess contributions | 2019-09-30 | 9,146 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 9,670 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-09-30 | 300,367 |
| Total employer contributions | 2019-09-30 | 315,000 |
| Total employee contributions | 2019-09-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 294,086 |
| Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-09-30 | 9,736 |
| Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 9,736 |
| Additional cash requirement | 2019-09-30 | 9,736 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 294,086 |
| Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
| Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
| 2018: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 3 |
| Total of all active and inactive participants | 2018-10-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 5 |
| Total participants | 2018-10-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
| Market value of plan assets | 2018-09-30 | 2,120,309 |
| Acturial value of plan assets | 2018-09-30 | 2,120,309 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 980,893 |
| Number of terminated vested participants | 2018-09-30 | 12 |
| Fundng target for terminated vested participants | 2018-09-30 | 72,384 |
| Active participant vested funding target | 2018-09-30 | 769,869 |
| Number of active participants | 2018-09-30 | 21 |
| Total funding liabilities for active participants | 2018-09-30 | 769,869 |
| Total participant count | 2018-09-30 | 53 |
| Total funding target for all participants | 2018-09-30 | 1,823,146 |
| Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 299,436 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
| Amount remaining of carryover balance | 2018-09-30 | 0 |
| Amount remaining of prefunding balance | 2018-09-30 | 299,436 |
| Present value of excess contributions | 2018-09-30 | 211,468 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 224,029 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 32,109 |
| Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-09-30 | 292,300 |
| Total employer contributions | 2018-09-30 | 10,000 |
| Total employee contributions | 2018-09-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 9,146 |
| Liquidity shortfalls end of Q1 | 2018-09-30 | 0 |
| Liquidity shortfalls end of Q2 | 2018-09-30 | 0 |
| Liquidity shortfalls end of Q3 | 2018-09-30 | 0 |
| Liquidity shortfalls end of Q4 | 2018-09-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-09-30 | 4,863 |
| Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
| Additional cash requirement | 2018-09-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 9,146 |
| Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
| Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
| 2017: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 3 |
| Total of all active and inactive participants | 2017-10-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 5 |
| Total participants | 2017-10-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| Market value of plan assets | 2017-09-30 | 1,823,897 |
| Acturial value of plan assets | 2017-09-30 | 1,823,897 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 975,985 |
| Number of terminated vested participants | 2017-09-30 | 13 |
| Fundng target for terminated vested participants | 2017-09-30 | 123,286 |
| Active participant vested funding target | 2017-09-30 | 710,195 |
| Number of active participants | 2017-09-30 | 21 |
| Total funding liabilities for active participants | 2017-09-30 | 710,195 |
| Total participant count | 2017-09-30 | 53 |
| Total funding target for all participants | 2017-09-30 | 1,809,466 |
| Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 219,583 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
| Amount remaining of carryover balance | 2017-09-30 | 0 |
| Amount remaining of prefunding balance | 2017-09-30 | 219,583 |
| Present value of excess contributions | 2017-09-30 | 60,167 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 63,867 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 63,867 |
| Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
| Balance of prefunding at beginning of current year | 2017-09-30 | 299,436 |
| Total employer contributions | 2017-09-30 | 300,000 |
| Total employee contributions | 2017-09-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 277,989 |
| Liquidity shortfalls end of Q1 | 2017-09-30 | 0 |
| Liquidity shortfalls end of Q2 | 2017-09-30 | 0 |
| Liquidity shortfalls end of Q3 | 2017-09-30 | 0 |
| Liquidity shortfalls end of Q4 | 2017-09-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-09-30 | 19,431 |
| Net shortfall amortization installment of oustanding balance | 2017-09-30 | 285,005 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 66,521 |
| Additional cash requirement | 2017-09-30 | 66,521 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 277,989 |
| Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
| Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
| 2016: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 21 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 12 |
| Total of all active and inactive participants | 2016-10-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 4 |
| Total participants | 2016-10-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 21 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 13 |
| Total of all active and inactive participants | 2015-10-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 4 |
| Total participants | 2015-10-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 21 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 15 |
| Total of all active and inactive participants | 2014-10-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 4 |
| Total participants | 2014-10-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 21 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 27 |
| Total of all active and inactive participants | 2013-10-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 5 |
| Total participants | 2013-10-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 26 |
| Total of all active and inactive participants | 2012-10-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 5 |
| Total participants | 2012-10-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 23 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 25 |
| Total of all active and inactive participants | 2011-10-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 5 |
| Total participants | 2011-10-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2010: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 24 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 28 |
| Total of all active and inactive participants | 2010-10-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 5 |
| Total participants | 2010-10-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 29 |
| Total of all active and inactive participants | 2009-10-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 5 |
| Total participants | 2009-10-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-11-30 | $0 |
| Total plan liabilities at beginning of year | 2020-11-30 | $1,286,887 |
| Total income from all sources | 2020-11-30 | $-163 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $11,701 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $10,764 |
| Total plan assets at end of year | 2020-11-30 | $0 |
| Total plan assets at beginning of year | 2020-11-30 | $1,298,751 |
| Other income received | 2020-11-30 | $-163 |
| Net income (gross income less expenses) | 2020-11-30 | $-11,864 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $11,864 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $937 |
| Total plan liabilities at end of year | 2020-09-30 | $1,286,887 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $308,009 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $2,475,201 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $2,473,701 |
| Total plan assets at end of year | 2020-09-30 | $1,298,751 |
| Total plan assets at beginning of year | 2020-09-30 | $2,179,056 |
| Value of fidelity bond covering the plan | 2020-09-30 | $1,186 |
| Other income received | 2020-09-30 | $13,009 |
| Net income (gross income less expenses) | 2020-09-30 | $-2,167,192 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $11,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $2,179,056 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $295,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $1,500 |
| 2019 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-09-30 | $0 |
| Total plan liabilities at beginning of year | 2019-09-30 | $68,822 |
| Total income from all sources | 2019-09-30 | $376,084 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $157,763 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $130,028 |
| Total plan assets at end of year | 2019-09-30 | $2,179,056 |
| Total plan assets at beginning of year | 2019-09-30 | $2,029,557 |
| Value of fidelity bond covering the plan | 2019-09-30 | $195,406 |
| Other income received | 2019-09-30 | $61,084 |
| Net income (gross income less expenses) | 2019-09-30 | $218,321 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,179,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,960,735 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $315,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $27,735 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| 2018 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| 2017 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $442,596 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $143,340 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $137,776 |
| Total plan assets at end of year | 2017-09-30 | $2,125,807 |
| Total plan assets at beginning of year | 2017-09-30 | $1,826,551 |
| Value of fidelity bond covering the plan | 2017-09-30 | $212,581 |
| Other income received | 2017-09-30 | $142,596 |
| Net income (gross income less expenses) | 2017-09-30 | $299,256 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,125,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,826,551 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $5,564 |
| 2016 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $188,696 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $150,612 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $135,510 |
| Total plan assets at end of year | 2016-09-30 | $1,826,551 |
| Total plan assets at beginning of year | 2016-09-30 | $1,788,467 |
| Value of fidelity bond covering the plan | 2016-09-30 | $182,655 |
| Other income received | 2016-09-30 | $122,175 |
| Net income (gross income less expenses) | 2016-09-30 | $38,084 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,826,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,788,467 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $66,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $15,102 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| 2015 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $152,270 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $181,285 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $149,466 |
| Total plan assets at end of year | 2015-09-30 | $1,788,467 |
| Total plan assets at beginning of year | 2015-09-30 | $1,817,482 |
| Value of fidelity bond covering the plan | 2015-09-30 | $178,847 |
| Other income received | 2015-09-30 | $2,270 |
| Net income (gross income less expenses) | 2015-09-30 | $-29,015 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,788,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,817,482 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $150,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $31,819 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| 2014 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $140,872 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $148,009 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $132,469 |
| Total plan assets at end of year | 2014-09-30 | $1,817,482 |
| Total plan assets at beginning of year | 2014-09-30 | $1,824,619 |
| Value of fidelity bond covering the plan | 2014-09-30 | $181,748 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $15,540 |
| Other income received | 2014-09-30 | $140,872 |
| Net income (gross income less expenses) | 2014-09-30 | $-7,137 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,817,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,824,619 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| 2013 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-09-30 | $0 |
| Total income from all sources | 2013-09-30 | $185,316 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $150,532 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $132,469 |
| Total plan assets at end of year | 2013-09-30 | $1,824,619 |
| Total plan assets at beginning of year | 2013-09-30 | $1,789,835 |
| Value of fidelity bond covering the plan | 2013-09-30 | $182,462 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $18,063 |
| Other income received | 2013-09-30 | $145,316 |
| Net income (gross income less expenses) | 2013-09-30 | $34,784 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,824,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,789,835 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $40,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| 2012 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $277,272 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $141,784 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $126,292 |
| Total plan assets at end of year | 2012-09-30 | $1,789,835 |
| Total plan assets at beginning of year | 2012-09-30 | $1,654,347 |
| Value of fidelity bond covering the plan | 2012-09-30 | $178,983 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $15,492 |
| Other income received | 2012-09-30 | $205,272 |
| Net income (gross income less expenses) | 2012-09-30 | $135,488 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,789,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,654,347 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $72,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| 2011 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $97,797 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $114,012 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $104,566 |
| Total plan assets at end of year | 2011-09-30 | $1,654,347 |
| Total plan assets at beginning of year | 2011-09-30 | $1,670,562 |
| Value of fidelity bond covering the plan | 2011-09-30 | $165,435 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $9,446 |
| Other income received | 2011-09-30 | $12,797 |
| Net income (gross income less expenses) | 2011-09-30 | $-16,215 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,654,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,670,562 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $85,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2020: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | Yes |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: PENSION PLAN FOR EMPLOYEES OF YALE INDUSTRIAL TRUCKS - PITTSBURGH, INC. 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
