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Plan Name | PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | AHLSTROM WEST CARROLLTON LLC |
Employer identification number (EIN): | 311452036 |
NAIC Classification: | 322100 |
Additional information about AHLSTROM WEST CARROLLTON LLC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 2010-01-01 |
Company Identification Number: | 4765641 |
Legal Registered Office Address: |
874 Walker Rd Ste C Dover United States of America (USA) 19904 |
More information about AHLSTROM WEST CARROLLTON LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2015-01-01 | SHARON YOUNG | 2016-06-17 | ||
002 | 2014-01-01 | SHARON YOUNG | SHARON YOUNG | 2016-04-20 | |
002 | 2014-01-01 | SHARON YOUNG | |||
002 | 2013-01-01 | SHARON YOUNG | SHARON YOUNG | 2014-07-24 | |
002 | 2012-01-01 | SHARON YOUNG | SHARON YOUNG | 2013-07-30 | |
002 | 2011-01-01 | LEONARD MIRAHVER | |||
002 | 2010-01-01 | KATHLEEN VITA | |||
002 | 2009-01-01 | NICOLE ROBINSON | KATHLEEN VITA | 2010-08-26 |
Measure | Date | Value |
---|---|---|
2014: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 55 |
Total of all active and inactive participants | 2014-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 85 |
Total of all active and inactive participants | 2013-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 109 |
2012: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 39 |
Total of all active and inactive participants | 2012-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 35 |
Total of all active and inactive participants | 2010-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 35 |
Total of all active and inactive participants | 2009-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2014 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $373,047 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,047,261 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,010,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $2,321,401 |
Value of total assets at beginning of year | 2014-12-31 | $2,995,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $36,836 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $373,047 |
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 | $373,047 |
Administrative expenses professional fees incurred | 2014-12-31 | $19,628 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 |
Administrative expenses (other) incurred | 2014-12-31 | $5,341 |
Total non interest bearing cash at end of year | 2014-12-31 | $8,936 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $8,159 |
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 | $-674,214 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,321,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,995,615 |
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 | $11,867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,312,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,987,456 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,010,425 |
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 | 2014-12-31 | No |
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 | KENTNER SELLERS CPAS |
Accountancy firm EIN | 2014-12-31 | 310787612 |
2013 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $165,208 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $317,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $306,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $2,995,615 |
Value of total assets at beginning of year | 2013-12-31 | $3,147,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,213 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $165,208 |
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 | $165,208 |
Administrative expenses professional fees incurred | 2013-12-31 | $1,048 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Total non interest bearing cash at end of year | 2013-12-31 | $8,159 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $8,323 |
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 | $-152,358 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,995,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,147,973 |
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 | $10,165 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,987,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,030,258 |
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 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $109,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $306,353 |
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 | KENTNER SELLERS CPAS |
Accountancy firm EIN | 2013-12-31 | 310787612 |
2012 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $772,668 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,310,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,296,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $310,803 |
Value of total assets at end of year | 2012-12-31 | $3,147,973 |
Value of total assets at beginning of year | 2012-12-31 | $3,686,238 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,989 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $1,422 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,167 |
Total non interest bearing cash at end of year | 2012-12-31 | $8,323 |
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 | $-538,265 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,147,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,686,238 |
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 | $12,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,030,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,608,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $461,865 |
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 | $310,803 |
Employer contributions (assets) at end of year | 2012-12-31 | $109,392 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $76,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,296,944 |
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 | KENTNER SELLERS CPAS |
Accountancy firm EIN | 2012-12-31 | 310787612 |
2011 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,210,387 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $152,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $144,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,009,565 |
Value of total assets at end of year | 2011-12-31 | $3,686,238 |
Value of total assets at beginning of year | 2011-12-31 | $2,628,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,274 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $77,257 |
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 | $77,257 |
Administrative expenses professional fees incurred | 2011-12-31 | $992 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,167 |
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 |
Value of net income/loss | 2011-12-31 | $1,058,224 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,686,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,628,014 |
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 | $6,282 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,608,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,511,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $123,565 |
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 | $1,009,565 |
Employer contributions (assets) at end of year | 2011-12-31 | $76,637 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $116,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $144,889 |
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 | KENTNER SELLERS CPAS |
Accountancy firm EIN | 2011-12-31 | 310787612 |
2010 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $570,606 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $135,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $133,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $325,863 |
Value of total assets at end of year | 2010-12-31 | $2,628,014 |
Value of total assets at beginning of year | 2010-12-31 | $2,192,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,060 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $435,514 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,628,014 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,192,500 |
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 |
Investment advisory and management fees | 2010-12-31 | $2,060 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,511,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,112,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $244,743 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $325,863 |
Employer contributions (assets) at end of year | 2010-12-31 | $116,703 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $79,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $133,032 |
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 | KENTNER SELLER CPAS |
Accountancy firm EIN | 2010-12-31 | 310787612 |
2009 : PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 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 |
2014: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 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: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 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: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 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 |
2010: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR EMPLOYEES OF AHLSTROM WEST CARROLLTON LLC 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 | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |