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PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 401k Plan overview

Plan NamePENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY
Plan identification number 009

PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPECIAL METALS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL METALS CORPORATION
Employer identification number (EIN):251445468
NAIC Classification:331400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092020-10-01
0092019-10-01
0092018-10-01
0092017-10-01
0092016-10-01SCOTT SIMMONS SCOTT SIMMONS2018-07-16
0092015-10-01KEITH DSOUZA KEITH DSOUZA2017-07-14
0092014-10-01KEITH DSOUZA
0092013-10-01KEITH DSOUZA
0092012-10-01KURT LORING
0092011-10-01KURT LORING KURT LORING2013-07-01
0092010-10-01KURT LORING
0092009-10-01STEVEN C. BLACKMORE STEVEN C. BLACKMORE2011-07-14
0092008-10-01

Plan Statistics for PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY

401k plan membership statisitcs for PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY

Measure Date Value
2021: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2021 401k membership
Market value of plan assets2021-09-304,784,460
Acturial value of plan assets2021-09-304,306,014
Funding target for retired participants and beneficiaries receiving payment2021-09-302,157,674
Number of terminated vested participants2021-09-3022
Fundng target for terminated vested participants2021-09-30508,976
Active participant vested funding target2021-09-30333,195
Number of active participants2021-09-3010
Total funding liabilities for active participants2021-09-30352,685
Total participant count2021-09-3081
Total funding target for all participants2021-09-303,019,335
Balance at beginning of prior year after applicable adjustments2021-09-30110,608
Prefunding balance at beginning of prior year after applicable adjustments2021-09-30258,812
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-30110,608
Amount remaining of prefunding balance2021-09-30258,812
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-30153,701
Balance of prefunding at beginning of current year2021-09-30359,645
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3038,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2020 401k membership
Total participants, beginning-of-year2020-10-0181
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-303,636,557
Acturial value of plan assets2020-09-303,773,856
Funding target for retired participants and beneficiaries receiving payment2020-09-302,020,483
Number of terminated vested participants2020-09-3022
Fundng target for terminated vested participants2020-09-30509,581
Active participant vested funding target2020-09-30440,419
Number of active participants2020-09-3012
Total funding liabilities for active participants2020-09-30471,781
Total participant count2020-09-3081
Total funding target for all participants2020-09-303,001,845
Balance at beginning of prior year after applicable adjustments2020-09-30110,586
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30258,760
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-30110,586
Amount remaining of prefunding balance2020-09-30258,760
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-30110,608
Balance of prefunding at beginning of current year2020-09-30258,812
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3052,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2019 401k membership
Total participants, beginning-of-year2019-10-0181
Total number of active participants reported on line 7a of the Form 55002019-10-0110
Number of retired or separated participants receiving benefits2019-10-0140
Number of other retired or separated participants entitled to future benefits2019-10-0120
Total of all active and inactive participants2019-10-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0111
Total participants2019-10-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-303,869,769
Acturial value of plan assets2019-09-303,757,536
Funding target for retired participants and beneficiaries receiving payment2019-09-302,031,203
Number of terminated vested participants2019-09-3022
Fundng target for terminated vested participants2019-09-30470,310
Active participant vested funding target2019-09-30429,238
Number of active participants2019-09-3013
Total funding liabilities for active participants2019-09-30458,889
Total participant count2019-09-3082
Total funding target for all participants2019-09-302,960,402
Balance at beginning of prior year after applicable adjustments2019-09-30102,319
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30239,415
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-30102,319
Amount remaining of prefunding balance2019-09-30239,415
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-30110,586
Balance of prefunding at beginning of current year2019-09-30258,760
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3028,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2018 401k membership
Total participants, beginning-of-year2018-10-0182
Total number of active participants reported on line 7a of the Form 55002018-10-0112
Number of retired or separated participants receiving benefits2018-10-0139
Number of other retired or separated participants entitled to future benefits2018-10-0120
Total of all active and inactive participants2018-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0110
Total participants2018-10-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-303,786,058
Acturial value of plan assets2018-09-303,631,106
Funding target for retired participants and beneficiaries receiving payment2018-09-302,063,004
Number of terminated vested participants2018-09-3023
Fundng target for terminated vested participants2018-09-30439,568
Active participant vested funding target2018-09-30391,584
Number of active participants2018-09-3013
Total funding liabilities for active participants2018-09-30418,268
Total participant count2018-09-3084
Total funding target for all participants2018-09-302,920,840
Balance at beginning of prior year after applicable adjustments2018-09-3090,548
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30211,872
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-3090,548
Amount remaining of prefunding balance2018-09-30211,872
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-30102,319
Balance of prefunding at beginning of current year2018-09-30239,415
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-306,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2017 401k membership
Total participants, beginning-of-year2017-10-0184
Total number of active participants reported on line 7a of the Form 55002017-10-0113
Number of retired or separated participants receiving benefits2017-10-0138
Number of other retired or separated participants entitled to future benefits2017-10-0120
Total of all active and inactive participants2017-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0111
Total participants2017-10-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-303,535,244
Acturial value of plan assets2017-09-303,572,841
Funding target for retired participants and beneficiaries receiving payment2017-09-301,924,006
Number of terminated vested participants2017-09-3025
Fundng target for terminated vested participants2017-09-30504,406
Active participant vested funding target2017-09-30432,085
Number of active participants2017-09-3014
Total funding liabilities for active participants2017-09-30463,706
Total participant count2017-09-3086
Total funding target for all participants2017-09-302,892,118
Balance at beginning of prior year after applicable adjustments2017-09-3084,129
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30196,852
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-3084,129
Amount remaining of prefunding balance2017-09-30196,852
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-3090,548
Balance of prefunding at beginning of current year2017-09-30211,872
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3014,000
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2016 401k membership
Total participants, beginning-of-year2016-10-0185
Total number of active participants reported on line 7a of the Form 55002016-10-0113
Number of retired or separated participants receiving benefits2016-10-0140
Number of other retired or separated participants entitled to future benefits2016-10-0123
Total of all active and inactive participants2016-10-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-018
Total participants2016-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2015 401k membership
Total participants, beginning-of-year2015-10-0188
Total number of active participants reported on line 7a of the Form 55002015-10-0114
Number of retired or separated participants receiving benefits2015-10-0139
Number of other retired or separated participants entitled to future benefits2015-10-0125
Total of all active and inactive participants2015-10-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-017
Total participants2015-10-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2014 401k membership
Total participants, beginning-of-year2014-10-0188
Total number of active participants reported on line 7a of the Form 55002014-10-0115
Number of retired or separated participants receiving benefits2014-10-0140
Number of other retired or separated participants entitled to future benefits2014-10-0125
Total of all active and inactive participants2014-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-018
Total participants2014-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2013 401k membership
Total participants, beginning-of-year2013-10-0190
Total number of active participants reported on line 7a of the Form 55002013-10-0116
Number of retired or separated participants receiving benefits2013-10-0140
Number of other retired or separated participants entitled to future benefits2013-10-0124
Total of all active and inactive participants2013-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-018
Total participants2013-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2012 401k membership
Total participants, beginning-of-year2012-10-0191
Total number of active participants reported on line 7a of the Form 55002012-10-0117
Number of retired or separated participants receiving benefits2012-10-0140
Number of other retired or separated participants entitled to future benefits2012-10-0126
Total of all active and inactive participants2012-10-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-017
Total participants2012-10-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2011 401k membership
Total participants, beginning-of-year2011-10-0193
Total number of active participants reported on line 7a of the Form 55002011-10-0119
Number of retired or separated participants receiving benefits2011-10-0137
Number of other retired or separated participants entitled to future benefits2011-10-0128
Total of all active and inactive participants2011-10-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-017
Total participants2011-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2010 401k membership
Total participants, beginning-of-year2010-10-0195
Total number of active participants reported on line 7a of the Form 55002010-10-0128
Number of retired or separated participants receiving benefits2010-10-0132
Number of other retired or separated participants entitled to future benefits2010-10-0126
Total of all active and inactive participants2010-10-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-017
Total participants2010-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2009 401k membership
Total participants, beginning-of-year2009-10-0194
Total number of active participants reported on line 7a of the Form 55002009-10-0134
Number of retired or separated participants receiving benefits2009-10-0126
Number of other retired or separated participants entitled to future benefits2009-10-0129
Total of all active and inactive participants2009-10-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-015
Total participants2009-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY

Measure Date Value
2021 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2021 401k financial data
Transfers to/from the plan2021-09-30$-5,515,377
Total income from all sources2021-09-30$993,434
Expenses. Total of all expenses incurred2021-09-30$262,517
Benefits paid (including direct rollovers)2021-09-30$210,909
Total plan assets at end of year2021-09-30$0
Total plan assets at beginning of year2021-09-30$4,784,460
Value of fidelity bond covering the plan2021-09-30$10,000,000
Expenses. Other expenses not covered elsewhere2021-09-30$13,203
Other income received2021-09-30$993,434
Net income (gross income less expenses)2021-09-30$730,917
Net plan assets at end of year (total assets less liabilities)2021-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$4,784,460
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$38,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2020 401k financial data
Total income from all sources2020-09-30$1,376,071
Expenses. Total of all expenses incurred2020-09-30$228,168
Benefits paid (including direct rollovers)2020-09-30$190,204
Total plan assets at end of year2020-09-30$4,784,460
Total plan assets at beginning of year2020-09-30$3,636,557
Value of fidelity bond covering the plan2020-09-30$10,000,000
Other income received2020-09-30$1,376,071
Net income (gross income less expenses)2020-09-30$1,147,903
Net plan assets at end of year (total assets less liabilities)2020-09-30$4,784,460
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$3,636,557
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$37,964
2019 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2019 401k financial data
Total income from all sources2019-09-30$663
Expenses. Total of all expenses incurred2019-09-30$233,875
Benefits paid (including direct rollovers)2019-09-30$182,032
Total plan assets at end of year2019-09-30$3,636,557
Total plan assets at beginning of year2019-09-30$3,869,769
Value of fidelity bond covering the plan2019-09-30$10,000,000
Expenses. Other expenses not covered elsewhere2019-09-30$11,864
Other income received2019-09-30$663
Net income (gross income less expenses)2019-09-30$-233,212
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,636,557
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,869,769
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$39,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2017 401k financial data
Total income from all sources2017-09-30$480,815
Expenses. Total of all expenses incurred2017-09-30$230,001
Benefits paid (including direct rollovers)2017-09-30$190,901
Total plan assets at end of year2017-09-30$3,786,058
Total plan assets at beginning of year2017-09-30$3,535,244
Value of fidelity bond covering the plan2017-09-30$10,000,000
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$5,440
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$480,815
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$250,814
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,786,058
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$3,535,244
Total contributions received or receivable from employer(s)2017-09-30$0
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$33,660
2016 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2016 401k financial data
Total income from all sources2016-09-30$291,687
Expenses. Total of all expenses incurred2016-09-30$235,783
Benefits paid (including direct rollovers)2016-09-30$188,973
Total plan assets at end of year2016-09-30$3,535,244
Total plan assets at beginning of year2016-09-30$3,479,340
Value of fidelity bond covering the plan2016-09-30$10,000,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$13,182
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$291,687
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$55,904
Net plan assets at end of year (total assets less liabilities)2016-09-30$3,535,244
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,479,340
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$33,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2015 401k financial data
Total income from all sources2015-09-30$108,195
Expenses. Total of all expenses incurred2015-09-30$241,399
Benefits paid (including direct rollovers)2015-09-30$196,142
Total plan assets at end of year2015-09-30$3,479,340
Total plan assets at beginning of year2015-09-30$3,612,544
Value of fidelity bond covering the plan2015-09-30$10,000,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$6,456
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$108,195
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-133,204
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,479,340
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,612,544
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$38,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2014 401k financial data
Total income from all sources2014-09-30$468,997
Expenses. Total of all expenses incurred2014-09-30$240,983
Benefits paid (including direct rollovers)2014-09-30$197,187
Total plan assets at end of year2014-09-30$3,612,544
Total plan assets at beginning of year2014-09-30$3,384,530
Value of fidelity bond covering the plan2014-09-30$10,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$6,516
Other income received2014-09-30$268,997
Net income (gross income less expenses)2014-09-30$228,014
Net plan assets at end of year (total assets less liabilities)2014-09-30$3,612,544
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$3,384,530
Total contributions received or receivable from employer(s)2014-09-30$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$37,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2013 401k financial data
Total income from all sources2013-09-30$469,384
Expenses. Total of all expenses incurred2013-09-30$232,413
Benefits paid (including direct rollovers)2013-09-30$192,842
Total plan assets at end of year2013-09-30$3,384,530
Total plan assets at beginning of year2013-09-30$3,147,559
Value of fidelity bond covering the plan2013-09-30$10,000,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$7,702
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$469,384
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$236,971
Net plan assets at end of year (total assets less liabilities)2013-09-30$3,384,530
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,147,559
Total contributions received or receivable from employer(s)2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$31,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2012 401k financial data
Total income from all sources2012-09-30$717,266
Expenses. Total of all expenses incurred2012-09-30$208,888
Benefits paid (including direct rollovers)2012-09-30$176,132
Total plan assets at end of year2012-09-30$3,147,559
Total plan assets at beginning of year2012-09-30$2,639,181
Value of fidelity bond covering the plan2012-09-30$10,000,000
Expenses. Other expenses not covered elsewhere2012-09-30$3,290
Other income received2012-09-30$517,266
Net income (gross income less expenses)2012-09-30$508,378
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,147,559
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,639,181
Total contributions received or receivable from employer(s)2012-09-30$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$29,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total income from all sources2011-09-30$-56,529
Expenses. Total of all expenses incurred2011-09-30$178,660
Benefits paid (including direct rollovers)2011-09-30$144,099
Total plan assets at end of year2011-09-30$2,639,181
Total plan assets at beginning of year2011-09-30$2,874,370
Value of fidelity bond covering the plan2011-09-30$10,000,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$3,196
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-56,529
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-235,189
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,639,181
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,874,370
Total contributions received or receivable from employer(s)2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$31,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY

2020: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingYes
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PENSION PLAN FOR HOURLY EMPLOYEES OF SMC AT PRINCETON, KY 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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