401k Plan data: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. plan

HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 401k Plan overview

Plan Name	HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.
Plan identification number	002

HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. Benefits

401k Plan Type	Defined 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRADKEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: BRADKEN, INC.

Employer identification number (EIN): 302058772

NAIC Classification: 331500

Additional information about BRADKEN, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3724045

More information about BRADKEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 MARC A. SCHMUCKER MARC A. SCHMUCKER 2014-10-14
002 2012-01-01 MARC A. SCHMUCKER MARC A. SCHMUCKER 2013-10-15
002 2011-01-01 MARC A. SCHMUCKER MARC A. SCHMUCKER 2012-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	MARC A. SCHMUCKER	MARC A. SCHMUCKER	2014-10-14
002	2012-01-01	MARC A. SCHMUCKER	MARC A. SCHMUCKER	2013-10-15
002	2011-01-01	MARC A. SCHMUCKER	MARC A. SCHMUCKER	2012-10-08

Plan Statistics for HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.

401k plan membership statisitcs for HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.

Measure Date Value
2013: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 119
Number of retired or separated participants receiving benefits 2013-01-01 211
Number of other retired or separated participants entitled to future benefits 2013-01-01 234
Total of all active and inactive participants 2013-01-01 564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 79
Total participants 2013-01-01 643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 663
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
Number of retired or separated participants receiving benefits 2012-01-01 202
Number of other retired or separated participants entitled to future benefits 2012-01-01 244
Total of all active and inactive participants 2012-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 81
Total participants 2012-01-01 651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 677
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
Number of retired or separated participants receiving benefits 2011-01-01 204
Number of other retired or separated participants entitled to future benefits 2011-01-01 253
Total of all active and inactive participants 2011-01-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 78
Total participants 2011-01-01 663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	119
Number of retired or separated participants receiving benefits	2013-01-01	211
Number of other retired or separated participants entitled to future benefits	2013-01-01	234
Total of all active and inactive participants	2013-01-01	564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	79
Total participants	2013-01-01	643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	663
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
Number of retired or separated participants receiving benefits	2012-01-01	202
Number of other retired or separated participants entitled to future benefits	2012-01-01	244
Total of all active and inactive participants	2012-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	81
Total participants	2012-01-01	651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	677
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
Number of retired or separated participants receiving benefits	2011-01-01	204
Number of other retired or separated participants entitled to future benefits	2011-01-01	253
Total of all active and inactive participants	2011-01-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	78
Total participants	2011-01-01	663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.

Measure	Date	Value
2013 : HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$3,366,740
Total unrealized appreciation/depreciation of assets	2013-12-31	$3,366,740
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$408,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$30,446
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,176,262
Total loss/gain on sale of assets	2013-12-31	$1,142,557
Total of all expenses incurred	2013-12-31	$1,528,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,395,171
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,094,470
Value of total assets at end of year	2013-12-31	$25,807,555
Value of total assets at beginning of year	2013-12-31	$20,781,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$133,031
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$23,757
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$180,145
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	$0
Administrative expenses professional fees incurred	2013-12-31	$17,958
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$6,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$18,139
Other income not declared elsewhere	2013-12-31	$2,849
Administrative expenses (other) incurred	2013-12-31	$182
Liabilities. Value of operating payables at end of year	2013-12-31	$34,585
Liabilities. Value of operating payables at beginning of year	2013-12-31	$30,446
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$4,648,060
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,399,031
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,750,971
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	$114,891
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,042,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$882,928
Interest on participant loans	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$15,696
Income. Interest from corporate debt instruments	2013-12-31	$7,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,473,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$5,947,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$5,947,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$683
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$101,707
Asset value of US Government securities at beginning of year	2013-12-31	$566,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$365,744
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$1,094,470
Employer contributions (assets) at end of year	2013-12-31	$390,097
Employer contributions (assets) at beginning of year	2013-12-31	$499,359
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$180,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,395,171
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$287,497
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$16,793,862
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$12,578,883
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
Aggregate proceeds on sale of assets	2013-12-31	$19,131,393
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$17,988,836
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$373,939
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	PICKETT, CHENEY & MCMULLEN
Accountancy firm EIN	2013-12-31	481246310
2012 : HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$640,238
Total unrealized appreciation/depreciation of assets	2012-12-31	$640,238
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$30,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$276,267
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,089,104
Total loss/gain on sale of assets	2012-12-31	$-345,847
Total of all expenses incurred	2012-12-31	$1,483,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,362,919
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,411,644
Value of total assets at end of year	2012-12-31	$20,781,417
Value of total assets at beginning of year	2012-12-31	$20,421,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$120,588
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$47,415
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$234,545
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	$0
Administrative expenses professional fees incurred	2012-12-31	$15,501
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$18,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$19,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$246,631
Other income not declared elsewhere	2012-12-31	$6,574
Administrative expenses (other) incurred	2012-12-31	$91
Liabilities. Value of operating payables at end of year	2012-12-31	$30,446
Liabilities. Value of operating payables at beginning of year	2012-12-31	$29,636
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$605,597
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,750,971
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,145,374
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
Investment advisory and management fees	2012-12-31	$104,996
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$882,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$788,394
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$24,730
Income. Interest from corporate debt instruments	2012-12-31	$22,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$5,947,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$4,552,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$4,552,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$676
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$566,703
Asset value of US Government securities at beginning of year	2012-12-31	$689,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$94,535
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,411,644
Employer contributions (assets) at end of year	2012-12-31	$499,359
Employer contributions (assets) at beginning of year	2012-12-31	$823,550
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$234,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,362,919
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$287,497
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$304,866
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$12,578,883
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$13,243,227
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
Aggregate proceeds on sale of assets	2012-12-31	$15,554,904
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$15,900,751
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	PICKETT, CHENEY & MCMULLEN LLP
Accountancy firm EIN	2012-12-31	481246310
2011 : HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$-516,171
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$-516,171
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$276,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$30,760
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$943,705
Total loss/gain on sale of assets	2011-12-31	$-60,075
Total of all expenses incurred	2011-12-31	$1,489,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,369,391
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,320,365
Value of total assets at end of year	2011-12-31	$20,421,641
Value of total assets at beginning of year	2011-12-31	$20,721,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$119,945
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$67,403
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$95,017
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	$0
Administrative expenses professional fees incurred	2011-12-31	$16,035
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$19,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$35,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$246,631
Other income not declared elsewhere	2011-12-31	$3,694
Administrative expenses (other) incurred	2011-12-31	$40
Liabilities. Value of operating payables at end of year	2011-12-31	$29,636
Liabilities. Value of operating payables at beginning of year	2011-12-31	$30,760
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-545,631
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,145,374
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,691,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$103,870
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$788,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$754,922
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$32,102
Income. Interest from corporate debt instruments	2011-12-31	$34,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$4,552,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$5,342,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$5,342,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$664
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$689,508
Asset value of US Government securities at beginning of year	2011-12-31	$809,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$33,472
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,320,365
Employer contributions (assets) at end of year	2011-12-31	$823,550
Employer contributions (assets) at beginning of year	2011-12-31	$457,317
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$95,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,369,391
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$304,866
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$660,751
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$13,243,227
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$12,661,751
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
Aggregate proceeds on sale of assets	2011-12-31	$16,964,107
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$17,024,182
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	PICKETT, CHENEY & MCMULLEN LLP
Accountancy firm EIN	2011-12-31	481246310

Form 5500 Responses for HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC.

2013: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRADKEN, INC.
Employer identification number (EIN):	302058772
NAIC Classification:	331500

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3724045