VIKING TOOL & GAGE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
401k plan membership statisitcs for VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
Measure | Date | Value |
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2022 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6 |
Total income from all sources (including contributions) | 2022-12-31 | $-107,974 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $173,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $147,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $105,662 |
Value of total assets at end of year | 2022-12-31 | $1,706,516 |
Value of total assets at beginning of year | 2022-12-31 | $1,988,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,954 |
Total interest from all sources | 2022-12-31 | $1,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $10,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $10,537 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $198,804 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $101,553 |
Participant contributions at end of year | 2022-12-31 | $17,000 |
Participant contributions at beginning of year | 2022-12-31 | $28,122 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $3,853 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,935 |
Administrative expenses (other) incurred | 2022-12-31 | $14,648 |
Total non interest bearing cash at end of year | 2022-12-31 | $3,950 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-281,519 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,706,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,988,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,306 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $427,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $488,171 |
Interest on participant loans | 2022-12-31 | $1,208 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,257,601 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,467,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-92,015 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-133,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $147,591 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $6 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $6 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2022-12-31 | 382492570 |
2021 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $102 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50 |
Total income from all sources (including contributions) | 2021-12-31 | $291,516 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $408,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $377,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $103,664 |
Value of total assets at end of year | 2021-12-31 | $1,988,035 |
Value of total assets at beginning of year | 2021-12-31 | $2,104,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,272 |
Total interest from all sources | 2021-12-31 | $1,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,481 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $210,466 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $103,504 |
Participant contributions at end of year | 2021-12-31 | $28,122 |
Participant contributions at beginning of year | 2021-12-31 | $39,353 |
Participant contributions at end of year | 2021-12-31 | $3,853 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $17,325 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $50 |
Total non interest bearing cash at end of year | 2021-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $4,171 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-116,730 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,988,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,104,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $12,947 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $488,171 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $209,240 |
Interest on participant loans | 2021-12-31 | $1,695 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,467,883 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,851,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $49,804 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $127,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $377,974 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $6 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAUKNIGHT, PIETRAS & STORMER, PA |
Accountancy firm EIN | 2021-12-31 | 570940019 |
2020 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $12,936 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50 |
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 | $269,599 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $150,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $113,097 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $99,681 |
Value of total assets at end of year | 2020-12-31 | $2,104,707 |
Value of total assets at beginning of year | 2020-12-31 | $1,972,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,123 |
Total interest from all sources | 2020-12-31 | $2,474 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,607 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $215,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $99,681 |
Participant contributions at end of year | 2020-12-31 | $39,353 |
Participant contributions at beginning of year | 2020-12-31 | $34,802 |
Administrative expenses (other) incurred | 2020-12-31 | $17,756 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $50 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $4,171 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $119,500 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,104,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,972,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $12,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $209,240 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $164,805 |
Interest on participant loans | 2020-12-31 | $2,474 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,851,943 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,772,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $23,560 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $139,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $113,097 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAUKNIGHT, PIETRAS & STORMER, PA |
Accountancy firm EIN | 2020-12-31 | 570940019 |
2019 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $191 |
Total transfer of assets from this plan | 2019-12-31 | $191 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 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 | $358,251 |
Total income from all sources (including contributions) | 2019-12-31 | $358,251 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $293,017 |
Total of all expenses incurred | 2019-12-31 | $293,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $268,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $268,180 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $150 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $112,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $112,876 |
Value of total assets at end of year | 2019-12-31 | $1,972,221 |
Value of total assets at end of year | 2019-12-31 | $1,972,221 |
Value of total assets at beginning of year | 2019-12-31 | $1,907,178 |
Value of total assets at beginning of year | 2019-12-31 | $1,907,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,687 |
Total interest from all sources | 2019-12-31 | $5,613 |
Total interest from all sources | 2019-12-31 | $5,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,455 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,455 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,455 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,455 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $197,222 |
Value of fidelity bond cover | 2019-12-31 | $197,222 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $112,876 |
Contributions received from participants | 2019-12-31 | $112,876 |
Participant contributions at end of year | 2019-12-31 | $34,802 |
Participant contributions at end of year | 2019-12-31 | $34,802 |
Participant contributions at beginning of year | 2019-12-31 | $51,285 |
Participant contributions at beginning of year | 2019-12-31 | $51,285 |
Other income not declared elsewhere | 2019-12-31 | $-9,089 |
Other income not declared elsewhere | 2019-12-31 | $-9,089 |
Administrative expenses (other) incurred | 2019-12-31 | $12,245 |
Administrative expenses (other) incurred | 2019-12-31 | $12,245 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $65,234 |
Value of net income/loss | 2019-12-31 | $65,234 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,972,221 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,972,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,907,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,907,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,934 |
Investment advisory and management fees | 2019-12-31 | $8,934 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $164,805 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $164,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,338,383 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,338,383 |
Interest on participant loans | 2019-12-31 | $1,867 |
Interest on participant loans | 2019-12-31 | $1,867 |
Interest earned on other investments | 2019-12-31 | $3,746 |
Interest earned on other investments | 2019-12-31 | $3,746 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,772,614 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,772,614 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,496 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $161,483 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $161,483 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $73,417 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $73,417 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | Yes |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $268,180 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $268,180 |
Contract administrator fees | 2019-12-31 | $3,508 |
Contract administrator fees | 2019-12-31 | $3,508 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BAUKNIGHT, PIETRAS & STORMER, PA |
Accountancy firm name | 2019-12-31 | BAUKNIGHT, PIETRAS & STORMER, PA |
Accountancy firm EIN | 2019-12-31 | 570940019 |
Accountancy firm EIN | 2019-12-31 | 570940019 |
2018 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $61,946 |
Total of all expenses incurred | 2018-12-31 | $120,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $102,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $116,940 |
Value of total assets at end of year | 2018-12-31 | $1,907,178 |
Value of total assets at beginning of year | 2018-12-31 | $1,965,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,545 |
Total interest from all sources | 2018-12-31 | $2,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $196,565 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $116,238 |
Participant contributions at end of year | 2018-12-31 | $51,285 |
Participant contributions at beginning of year | 2018-12-31 | $58,012 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $7,838 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-58,470 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,907,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,965,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $17,545 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,338,383 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,403,355 |
Interest on participant loans | 2018-12-31 | $2,427 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $517,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $496,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-57,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $702 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $102,871 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HILL BARTH & KING, LLC |
Accountancy firm EIN | 2018-12-31 | 341897225 |
2017 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $610,825 |
Total of all expenses incurred | 2017-12-31 | $79,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $63,227 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $388,582 |
Value of total assets at end of year | 2017-12-31 | $1,965,648 |
Value of total assets at beginning of year | 2017-12-31 | $1,434,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,768 |
Total interest from all sources | 2017-12-31 | $2,505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $103,225 |
Participant contributions at end of year | 2017-12-31 | $58,012 |
Participant contributions at beginning of year | 2017-12-31 | $52,549 |
Participant contributions at end of year | 2017-12-31 | $7,838 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $285,357 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $531,285 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,965,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,434,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $14,768 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,403,355 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $944,605 |
Interest on participant loans | 2017-12-31 | $2,505 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $496,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $437,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $219,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $63,227 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HILL BARTH & KING, LLC |
Accountancy firm EIN | 2017-12-31 | 341897225 |
2016 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $210,611 |
Total of all expenses incurred | 2016-12-31 | $35,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $23,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $104,935 |
Value of total assets at end of year | 2016-12-31 | $1,434,363 |
Value of total assets at beginning of year | 2016-12-31 | $1,259,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,347 |
Total interest from all sources | 2016-12-31 | $1,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $104,935 |
Participant contributions at end of year | 2016-12-31 | $52,549 |
Participant contributions at beginning of year | 2016-12-31 | $39,686 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $174,726 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,434,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,259,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $12,347 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $944,605 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $806,147 |
Interest on participant loans | 2016-12-31 | $1,823 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $437,209 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $413,804 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $103,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $23,538 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HILL BARTH & KING, LLC |
Accountancy firm EIN | 2016-12-31 | 341897225 |
2015 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $97,403 |
Total of all expenses incurred | 2015-12-31 | $28,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $15,871 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $120,808 |
Value of total assets at end of year | 2015-12-31 | $1,259,637 |
Value of total assets at beginning of year | 2015-12-31 | $1,190,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $12,126 |
Total interest from all sources | 2015-12-31 | $1,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $120,148 |
Participant contributions at end of year | 2015-12-31 | $39,686 |
Participant contributions at beginning of year | 2015-12-31 | $14,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $69,248 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,259,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,190,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $12,126 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $806,147 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $809,702 |
Interest on participant loans | 2015-12-31 | $1,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $413,804 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $366,537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-24,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $15,871 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HILL BARTH & KING, LLC |
Accountancy firm EIN | 2015-12-31 | 341897225 |
2014 : VIKING TOOL & GAGE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $142,234 |
Total of all expenses incurred | 2014-12-31 | $32,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $111,703 |
Value of total assets at end of year | 2014-12-31 | $1,190,389 |
Value of total assets at beginning of year | 2014-12-31 | $1,080,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,015 |
Total interest from all sources | 2014-12-31 | $777 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $10,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $10,765 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $111,703 |
Participant contributions at end of year | 2014-12-31 | $14,150 |
Participant contributions at beginning of year | 2014-12-31 | $22,635 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $109,573 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,190,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,080,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $10,015 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $809,702 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $774,666 |
Interest on participant loans | 2014-12-31 | $777 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $366,537 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $283,515 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $18,989 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,646 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HILL BARTH & KING, LLC |
Accountancy firm EIN | 2014-12-31 | 341897225 |