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Plan Name | PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | GREGORY INDUSTRIES, INC. |
Employer identification number (EIN): | 340818723 |
NAIC Classification: | 332300 |
Additional information about GREGORY INDUSTRIES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1957-06-14 |
Company Identification Number: | 264142 |
Legal Registered Office Address: |
4100 13TH STREET SW - CANTON United States of America (USA) 44710 |
More information about GREGORY INDUSTRIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-06-01 | JOSEPH WEAVER | |||
002 | 2011-06-01 | JOSEPH WEAVER | |||
002 | 2009-06-01 | JOSEPH WEAVER | JOSEPH WEAVER | 2011-03-14 |
Measure | Date | Value |
---|---|---|
2012: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
Total of all active and inactive participants | 2012-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
2011: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 28 |
Total of all active and inactive participants | 2011-06-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 46 |
2009: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 95 |
Total of all active and inactive participants | 2009-06-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 6 |
Total participants | 2009-06-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $553,813 |
Expenses. Total of all expenses incurred | 2012-10-31 | $1,605,865 |
Benefits paid (including direct rollovers) | 2012-10-31 | $1,591,615 |
Total plan assets at end of year | 2012-10-31 | $0 |
Total plan assets at beginning of year | 2012-10-31 | $1,052,052 |
Value of fidelity bond covering the plan | 2012-10-31 | $10,000,000 |
Other income received | 2012-10-31 | $26 |
Net income (gross income less expenses) | 2012-10-31 | $-1,052,052 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,052,052 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $553,787 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $14,250 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total income from all sources (including contributions) | 2012-05-31 | $378 |
Total loss/gain on sale of assets | 2012-05-31 | $0 |
Total of all expenses incurred | 2012-05-31 | $2,948,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $2,948,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $0 |
Value of total assets at end of year | 2012-05-31 | $1,052,052 |
Value of total assets at beginning of year | 2012-05-31 | $3,999,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $0 |
Total interest from all sources | 2012-05-31 | $378 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-05-31 | $0 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Total non interest bearing cash at beginning of year | 2012-05-31 | $18,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $-2,947,797 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $1,052,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $3,999,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $1,052,052 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $3,980,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $3,980,903 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $2,948,175 |
Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
Accountancy firm name | 2012-05-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2012-05-31 | 340641962 |
2011 : PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-05-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $98,988 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $98,988 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total income from all sources (including contributions) | 2011-05-31 | $237,227 |
Total loss/gain on sale of assets | 2011-05-31 | $88,698 |
Total of all expenses incurred | 2011-05-31 | $225,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $225,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $0 |
Value of total assets at end of year | 2011-05-31 | $3,999,849 |
Value of total assets at beginning of year | 2011-05-31 | $3,987,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $0 |
Total interest from all sources | 2011-05-31 | $26 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $49,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-05-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $49,515 |
Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
Value of fidelity bond cover | 2011-05-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Total non interest bearing cash at end of year | 2011-05-31 | $18,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $12,033 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $3,999,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $3,987,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $3,495,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $3,980,903 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $92,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $92,437 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $26 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Employer contributions (assets) at beginning of year | 2011-05-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $225,194 |
Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Aggregate proceeds on sale of assets | 2011-05-31 | $4,221,463 |
Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $4,132,765 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
Accountancy firm name | 2011-05-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2011-05-31 | 340641962 |
2012: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2012 form 5500 responses | ||
---|---|---|
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | Yes |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-06-01 | Plan is a collectively bargained plan | Yes |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | Yes |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION AGREEMENT BETWEEN GREGORY INDUSTRIES, INC. AND UNITED STEELWORKERS OF AMERICA, LOCAL 5868 2009 form 5500 responses | ||
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | Yes |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |