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Plan Name | RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ELLWOOD CRANKSHAFT AND MACHINE COMPANY |
Employer identification number (EIN): | 251683895 |
NAIC Classification: | 332700 |
Additional information about ELLWOOD CRANKSHAFT AND MACHINE COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-05-22 |
Company Identification Number: | 0801996302 |
Legal Registered Office Address: |
2727 FREEDLAND RD HERMITAGE United States of America (USA) 16148 |
More information about ELLWOOD CRANKSHAFT AND MACHINE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | RICHARD R. DAVIS | 2023-07-21 | ||
001 | 2021-01-01 | RICHARD R. DAVIS | 2022-07-26 | ||
001 | 2020-01-01 | RICHARD R. DAVIS | 2021-07-21 | ||
001 | 2019-01-01 | RICHARD R. DAVIS | 2020-07-22 | ||
001 | 2018-01-01 | RICHARD R. DAVIS | 2019-07-30 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | RICHARD R. DAVIS | |||
001 | 2014-01-01 | RICHARD R. DAVIS | |||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | BENTRAUM D. HUFFMAN | |||
001 | 2011-01-01 | BENTRAUM D. HUFFMAN | |||
001 | 2009-01-01 | LARRY SYMONS | MELANIE MARIACHER | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 302 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 96 |
Total of all active and inactive participants | 2022-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 415 |
Number of participants with account balances | 2022-01-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 120 |
Total of all active and inactive participants | 2021-01-01 | 402 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 405 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 458 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 302 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 107 |
Total of all active and inactive participants | 2020-01-01 | 411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 412 |
Number of participants with account balances | 2020-01-01 | 401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 484 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 362 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 92 |
Total of all active and inactive participants | 2019-01-01 | 457 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 458 |
Number of participants with account balances | 2019-01-01 | 447 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 389 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 90 |
Total of all active and inactive participants | 2018-01-01 | 483 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 484 |
Number of participants with account balances | 2018-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 448 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 360 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 74 |
Total of all active and inactive participants | 2017-01-01 | 438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 439 |
Number of participants with account balances | 2017-01-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 371 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 76 |
Total of all active and inactive participants | 2016-01-01 | 447 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 448 |
Number of participants with account balances | 2016-01-01 | 441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 262 |
Number of participants with account balances | 2015-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 27 |
Total of all active and inactive participants | 2014-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 233 |
Number of participants with account balances | 2014-01-01 | 229 |
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 215 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 238 |
Total participants | 2013-01-01 | 238 |
Number of participants with account balances | 2013-01-01 | 234 |
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 221 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 28 |
Total of all active and inactive participants | 2012-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 249 |
Number of participants with account balances | 2012-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 202 |
Number of participants with account balances | 2011-01-01 | 199 |
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 168 |
Number of participants with account balances | 2009-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $98,219 |
Total transfer of assets from this plan | 2022-12-31 | $15,955 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,096,732 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,421,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,380,348 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,686,844 |
Value of total assets at end of year | 2022-12-31 | $48,871,163 |
Value of total assets at beginning of year | 2022-12-31 | $60,307,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,429 |
Total interest from all sources | 2022-12-31 | $37,620 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $665,801 |
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 | $665,801 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 | $1,522,665 |
Participant contributions at end of year | 2022-12-31 | $684,888 |
Participant contributions at beginning of year | 2022-12-31 | $825,230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $18,398 |
Other income not declared elsewhere | 2022-12-31 | $27,966 |
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 | $-11,518,509 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $48,871,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $60,307,408 |
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 | $4,619 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $45,185,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $56,121,406 |
Interest on participant loans | 2022-12-31 | $37,620 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,900,161 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,270,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,569,466 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $54,503 |
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 | $1,145,781 |
Employer contributions (assets) at end of year | 2022-12-31 | $100,192 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $90,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,380,348 |
Contract administrator fees | 2022-12-31 | $36,810 |
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 | BAKER TILLY US LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $51,072 |
Total transfer of assets from this plan | 2021-12-31 | $200,243 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $9,833,377 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,964,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,923,508 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,389,269 |
Value of total assets at end of year | 2021-12-31 | $60,307,408 |
Value of total assets at beginning of year | 2021-12-31 | $53,587,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,108 |
Total interest from all sources | 2021-12-31 | $48,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,513,832 |
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 | $1,513,832 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,320 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
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 | $1,406,280 |
Participant contributions at end of year | 2021-12-31 | $825,230 |
Participant contributions at beginning of year | 2021-12-31 | $951,022 |
Other income not declared elsewhere | 2021-12-31 | $28,972 |
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 | $6,868,761 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $60,307,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $53,587,818 |
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 | $2,183 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $56,121,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $49,846,782 |
Interest on participant loans | 2021-12-31 | $48,811 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,270,455 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,790,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,797,848 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $54,645 |
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 | $982,989 |
Employer contributions (assets) at end of year | 2021-12-31 | $90,317 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,923,508 |
Contract administrator fees | 2021-12-31 | $36,605 |
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 | BAKER TILLY US LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $104,372 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,753,553 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,609,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,560,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,594,127 |
Value of total assets at end of year | 2020-12-31 | $53,587,818 |
Value of total assets at beginning of year | 2020-12-31 | $50,547,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $48,701 |
Total interest from all sources | 2020-12-31 | $68,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $748,071 |
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 | $748,071 |
Administrative expenses professional fees incurred | 2020-12-31 | $6,111 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 | $1,504,669 |
Participant contributions at end of year | 2020-12-31 | $951,022 |
Participant contributions at beginning of year | 2020-12-31 | $1,317,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $165,333 |
Other income not declared elsewhere | 2020-12-31 | $19,622 |
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 | $3,144,547 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $53,587,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,547,643 |
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 | $2,666 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $49,846,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $46,720,840 |
Interest on participant loans | 2020-12-31 | $68,449 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,790,014 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,408,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,268,512 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $54,772 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $924,125 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $101,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,560,305 |
Contract administrator fees | 2020-12-31 | $39,924 |
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 | ARNETT CARBIS TOOTHMAN LLP |
Accountancy firm EIN | 2020-12-31 | 550486667 |
2019 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $324,094 |
Total transfer of assets from this plan | 2019-12-31 | $36,099 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,441,674 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,012,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,992,223 |
Value of total corrective distributions | 2019-12-31 | $2,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,254,191 |
Value of total assets at end of year | 2019-12-31 | $50,547,643 |
Value of total assets at beginning of year | 2019-12-31 | $41,830,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,839 |
Total interest from all sources | 2019-12-31 | $80,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $547,176 |
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 | $547,176 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,975 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Contributions received from participants | 2019-12-31 | $1,618,100 |
Participant contributions at end of year | 2019-12-31 | $1,317,269 |
Participant contributions at beginning of year | 2019-12-31 | $1,533,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $255,886 |
Other income not declared elsewhere | 2019-12-31 | $7,911 |
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 | $8,429,483 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $50,547,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,830,165 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $3,229 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $46,720,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $37,787,646 |
Interest on participant loans | 2019-12-31 | $80,919 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,408,071 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,403,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,496,244 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $55,233 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,380,205 |
Employer contributions (assets) at end of year | 2019-12-31 | $101,463 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $105,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,992,223 |
Contract administrator fees | 2019-12-31 | $7,635 |
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 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ARNETT CARBIS TOOTHMAN LLP |
Accountancy firm EIN | 2019-12-31 | 550486667 |
2018 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $151,670 |
Total transfer of assets from this plan | 2018-12-31 | $170,489 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $799,752 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,130,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,116,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,020,579 |
Value of total assets at end of year | 2018-12-31 | $41,830,165 |
Value of total assets at beginning of year | 2018-12-31 | $43,179,532 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,813 |
Total interest from all sources | 2018-12-31 | $77,127 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $749,870 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $749,870 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,481,354 |
Participant contributions at end of year | 2018-12-31 | $1,533,144 |
Participant contributions at beginning of year | 2018-12-31 | $1,412,621 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $44,039 |
Other income not declared elsewhere | 2018-12-31 | $13,953 |
Administrative expenses (other) incurred | 2018-12-31 | $4,616 |
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 | $-1,330,548 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $41,830,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $43,179,532 |
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 | $5,680 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $37,787,646 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $39,478,374 |
Interest on participant loans | 2018-12-31 | $77,127 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,403,980 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,192,941 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,111,334 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $49,557 |
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 | No |
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 | $1,495,186 |
Employer contributions (assets) at end of year | 2018-12-31 | $105,395 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $95,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,116,487 |
Contract administrator fees | 2018-12-31 | $3,517 |
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 | ARNETT CARBIS TOOTHMAN LLP |
Accountancy firm EIN | 2018-12-31 | 550486667 |
2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $779,025 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,252,947 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,818,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,813,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,610,909 |
Value of total assets at end of year | 2017-12-31 | $43,179,532 |
Value of total assets at beginning of year | 2017-12-31 | $37,523,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,391 |
Total interest from all sources | 2017-12-31 | $64,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $784,325 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $784,325 |
Administrative expenses professional fees incurred | 2017-12-31 | $279 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,312,654 |
Participant contributions at end of year | 2017-12-31 | $1,412,621 |
Participant contributions at beginning of year | 2017-12-31 | $1,521,419 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $103,115 |
Other income not declared elsewhere | 2017-12-31 | $203 |
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 | $6,434,945 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $43,179,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,523,612 |
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 | $1,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $39,478,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,189,692 |
Interest on participant loans | 2017-12-31 | $64,912 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,192,941 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,812,501 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,744,287 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $48,311 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,195,140 |
Employer contributions (assets) at end of year | 2017-12-31 | $95,596 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,813,611 |
Contract administrator fees | 2017-12-31 | $2,800 |
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 | ARNETT CARBIS TOOTHMAN LLP |
Accountancy firm EIN | 2017-12-31 | 550486667 |
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $18,786,106 |
Total transfer of assets from this plan | 2016-12-31 | $55,640 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,889,193 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,454,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,450,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,611,634 |
Value of total assets at end of year | 2016-12-31 | $37,523,612 |
Value of total assets at beginning of year | 2016-12-31 | $17,358,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,007 |
Total interest from all sources | 2016-12-31 | $27,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $190,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $190,436 |
Administrative expenses professional fees incurred | 2016-12-31 | $267 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $819,231 |
Participant contributions at end of year | 2016-12-31 | $1,521,419 |
Participant contributions at beginning of year | 2016-12-31 | $707,990 |
Other income not declared elsewhere | 2016-12-31 | $1,750 |
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 | $1,435,077 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $37,523,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,358,069 |
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 | $2,220 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,189,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,388,344 |
Interest on participant loans | 2016-12-31 | $27,336 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,812,501 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,126,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,034,597 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $23,440 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $792,403 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $135,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,450,109 |
Contract administrator fees | 2016-12-31 | $1,520 |
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 | ARNETT CARBIS TOOTHMAN LLP |
Accountancy firm EIN | 2016-12-31 | 550486667 |
2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $83,754 |
Total transfer of assets from this plan | 2015-12-31 | $140,776 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,394,878 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,573,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,569,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,052,333 |
Value of total assets at end of year | 2015-12-31 | $17,358,069 |
Value of total assets at beginning of year | 2015-12-31 | $16,594,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,965 |
Total interest from all sources | 2015-12-31 | $29,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $353,482 |
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 | $353,482 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $876,395 |
Participant contributions at end of year | 2015-12-31 | $707,990 |
Participant contributions at beginning of year | 2015-12-31 | $675,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $200,372 |
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 | $821,056 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,358,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,594,035 |
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 | $3,965 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,388,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,862,943 |
Interest on participant loans | 2015-12-31 | $29,495 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,126,660 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,055,146 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-26,031 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-14,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 |
Contributions received in cash from employer | 2015-12-31 | $975,566 |
Employer contributions (assets) at end of year | 2015-12-31 | $135,075 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,569,857 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $500,055 |
Total transfer of assets from this plan | 2014-12-31 | $178,269 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,811,937 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,099,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,095,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,859,447 |
Value of total assets at end of year | 2014-12-31 | $16,594,035 |
Value of total assets at beginning of year | 2014-12-31 | $14,559,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,048 |
Total interest from all sources | 2014-12-31 | $28,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $454,299 |
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 | $454,299 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $798,094 |
Participant contributions at end of year | 2014-12-31 | $675,946 |
Participant contributions at beginning of year | 2014-12-31 | $614,350 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $215,489 |
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 | $1,712,333 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,594,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,559,916 |
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 | $2,098 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,862,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,966,919 |
Interest on participant loans | 2014-12-31 | $28,407 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,055,146 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $978,647 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $468,165 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,619 |
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 |
Contributions received in cash from employer | 2014-12-31 | $845,864 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,095,556 |
Contract administrator fees | 2014-12-31 | $1,950 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2013 401k financial data | ||
Total transfer of assets to this plan | 2013-12-31 | $177,000 |
Total transfer of assets from this plan | 2013-12-31 | $94,121 |
Total income from all sources (including contributions) | 2013-12-31 | $4,443,921 |
Total of all expenses incurred | 2013-12-31 | $1,221,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,220,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,817,764 |
Value of total assets at end of year | 2013-12-31 | $14,559,916 |
Value of total assets at beginning of year | 2013-12-31 | $11,254,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,530 |
Total interest from all sources | 2013-12-31 | $23,564 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $396,662 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $396,662 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $710,195 |
Participant contributions at end of year | 2013-12-31 | $614,350 |
Participant contributions at beginning of year | 2013-12-31 | $511,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $317,041 |
Administrative expenses (other) incurred | 2013-12-31 | $-2,241 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,222,225 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,559,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,254,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,966,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,823,308 |
Interest on participant loans | 2013-12-31 | $23,564 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $978,647 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $919,713 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,230,163 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-24,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $790,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,220,166 |
Contract administrator fees | 2013-12-31 | $2,550 |
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 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $2,978,244 |
Total of all expenses incurred | 2012-12-31 | $606,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $604,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,606,044 |
Value of total assets at end of year | 2012-12-31 | $11,254,812 |
Value of total assets at beginning of year | 2012-12-31 | $8,882,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,900 |
Total interest from all sources | 2012-12-31 | $17,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $222,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $222,759 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $764,750 |
Participant contributions at end of year | 2012-12-31 | $511,791 |
Participant contributions at beginning of year | 2012-12-31 | $346,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,372,115 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,254,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,882,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,823,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,630,787 |
Interest on participant loans | 2012-12-31 | $17,866 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $919,713 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $905,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,125,240 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $836,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $604,229 |
Contract administrator fees | 2012-12-31 | $1,900 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2012-12-31 | 251724342 |
2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2011 401k financial data | ||
Total transfer of assets to this plan | 2011-12-31 | $97,892 |
Total income from all sources (including contributions) | 2011-12-31 | $1,311,383 |
Total of all expenses incurred | 2011-12-31 | $421,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $420,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,398,649 |
Value of total assets at end of year | 2011-12-31 | $8,882,697 |
Value of total assets at beginning of year | 2011-12-31 | $7,895,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,164 |
Total interest from all sources | 2011-12-31 | $15,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $145,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $145,484 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $624,451 |
Participant contributions at end of year | 2011-12-31 | $346,556 |
Participant contributions at beginning of year | 2011-12-31 | $313,170 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $65,446 |
Administrative expenses (other) incurred | 2011-12-31 | $1,164 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $889,716 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,882,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,895,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,630,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,862,265 |
Interest on participant loans | 2011-12-31 | $15,446 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $905,354 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $719,654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-253,759 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $708,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $420,503 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2011-12-31 | 251724342 |
2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,913,323 |
Total of all expenses incurred | 2010-12-31 | $591,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $590,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $959,445 |
Value of total assets at end of year | 2010-12-31 | $7,895,089 |
Value of total assets at beginning of year | 2010-12-31 | $6,573,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,300 |
Total interest from all sources | 2010-12-31 | $13,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $87,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $87,993 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $443,308 |
Participant contributions at end of year | 2010-12-31 | $313,170 |
Participant contributions at beginning of year | 2010-12-31 | $220,564 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $20,132 |
Administrative expenses (other) incurred | 2010-12-31 | $1,300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,321,611 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,895,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,573,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,862,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,659,429 |
Interest on participant loans | 2010-12-31 | $13,254 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $719,654 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $693,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $827,207 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $25,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $496,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $590,412 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2010-12-31 | 251724342 |
2009 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ELLWOOD CRANKSHAFT AND MACHINE COMPANY 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |