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SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES
Plan identification number 001

SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEINWAY MUSICAL INSTRUMENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:STEINWAY MUSICAL INSTRUMENTS INC.
Employer identification number (EIN):351910745
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAIA MOUTOPOULOS
0012016-01-01MAIA MOUTOPOULOS
0012015-01-01BILL LAWRENCE
0012014-01-01DENNIS M. HANSON
0012013-01-01DENNIS M. HANSON
0012012-01-01DENNIS M. HANSON
0012011-01-01DENNIS M. HANSON
0012010-01-01DENNIS M. HANSON
0012009-01-01DENNIS M. HANSON

Plan Statistics for SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES

401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES

Measure Date Value
2022: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2022 401k membership
Total participants, beginning-of-year2022-01-01269
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01292
Number of participants with account balances2022-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01269
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2020 401k membership
Total participants, beginning-of-year2020-01-01249
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01258
Number of participants with account balances2020-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2019 401k membership
Total participants, beginning-of-year2019-01-01236
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01249
Number of participants with account balances2019-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2018 401k membership
Total participants, beginning-of-year2018-01-01250
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01233
Number of participants with account balances2018-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2017 401k membership
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01248
Number of participants with account balances2017-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01258
Number of participants with account balances2016-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01258
Number of participants with account balances2013-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2012 401k membership
Total participants, beginning-of-year2012-01-01245
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01254
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2011 401k membership
Total participants, beginning-of-year2011-01-01228
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01243
Number of participants with account balances2011-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2010 401k membership
Total participants, beginning-of-year2010-01-01220
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01226
Number of participants with account balances2010-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES

Measure Date Value
2022 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-4,313,722
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,273,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,175,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,850,787
Value of total assets at end of year2022-12-31$36,097,899
Value of total assets at beginning of year2022-12-31$45,685,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$98,186
Total interest from all sources2022-12-31$25,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,474,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,474,026
Administrative expenses professional fees incurred2022-12-31$58,186
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,569,481
Participant contributions at end of year2022-12-31$160,712
Participant contributions at beginning of year2022-12-31$192,234
Participant contributions at end of year2022-12-31$45,484
Participant contributions at beginning of year2022-12-31$49,663
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$63,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,587,320
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,097,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,685,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,898,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,324,286
Interest on participant loans2022-12-31$8,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$743,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,065,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,065,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,727,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,249,512
Employer contributions (assets) at end of year2022-12-31$1,249,512
Employer contributions (assets) at beginning of year2022-12-31$1,053,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,175,412
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$24,037
Total income from all sources (including contributions)2021-12-31$8,561,729
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,826,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,727,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,566,761
Value of total assets at end of year2021-12-31$45,685,219
Value of total assets at beginning of year2021-12-31$45,974,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,319
Total interest from all sources2021-12-31$11,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,667,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,667,928
Administrative expenses professional fees incurred2021-12-31$59,319
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,395,160
Participant contributions at end of year2021-12-31$192,234
Participant contributions at beginning of year2021-12-31$300,659
Participant contributions at end of year2021-12-31$49,663
Participant contributions at beginning of year2021-12-31$44,806
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$24,037
Other income not declared elsewhere2021-12-31$72,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-265,259
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,685,219
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,950,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,324,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,258,179
Interest on participant loans2021-12-31$11,308
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,065,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,427,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,427,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,242,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,053,216
Employer contributions (assets) at end of year2021-12-31$1,053,216
Employer contributions (assets) at beginning of year2021-12-31$943,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,727,669
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2021-12-31043027605
2020 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,037
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$7,615,543
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,922,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,820,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,185,744
Value of total assets at end of year2020-12-31$45,974,515
Value of total assets at beginning of year2020-12-31$40,257,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,073
Total interest from all sources2020-12-31$24,548
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,454,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,454,273
Administrative expenses professional fees incurred2020-12-31$62,073
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,242,039
Participant contributions at end of year2020-12-31$300,659
Participant contributions at beginning of year2020-12-31$373,917
Participant contributions at end of year2020-12-31$44,806
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$24,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$62,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,692,918
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,950,478
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,257,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,258,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,030,255
Interest on participant loans2020-12-31$20,164
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$2,604,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,427,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,234,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,234,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,649,601
Net investment gain or loss from common/collective trusts2020-12-31$239,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$943,705
Employer contributions (assets) at end of year2020-12-31$943,705
Employer contributions (assets) at beginning of year2020-12-31$1,014,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,820,552
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2020-12-31043027605
2019 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$665,694
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$8,950
Total income from all sources (including contributions)2019-12-31$9,619,422
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,784,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,693,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,472,662
Value of total assets at end of year2019-12-31$40,257,560
Value of total assets at beginning of year2019-12-31$33,765,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,426
Total interest from all sources2019-12-31$52,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,454,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,454,623
Administrative expenses professional fees incurred2019-12-31$50,426
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,438,846
Participant contributions at end of year2019-12-31$373,917
Participant contributions at beginning of year2019-12-31$279,384
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,950
Other income not declared elsewhere2019-12-31$93,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,835,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,257,560
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,756,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,030,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,856,194
Interest on participant loans2019-12-31$16,746
Value of interest in common/collective trusts at end of year2019-12-31$2,604,603
Value of interest in common/collective trusts at beginning of year2019-12-31$1,862,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,234,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,802,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,802,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$35,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,943,298
Net investment gain or loss from common/collective trusts2019-12-31$603,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,014,264
Employer contributions (assets) at end of year2019-12-31$1,014,264
Employer contributions (assets) at beginning of year2019-12-31$965,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,693,705
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2019-12-31043027605
2018 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,950
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$129,079
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,400,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,280,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,297,610
Value of total assets at end of year2018-12-31$33,765,525
Value of total assets at beginning of year2018-12-31$37,028,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,977
Total interest from all sources2018-12-31$52,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,688,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,688,763
Administrative expenses professional fees incurred2018-12-31$48,376
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,312,539
Participant contributions at end of year2018-12-31$279,384
Participant contributions at beginning of year2018-12-31$370,577
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$45,579
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,950
Other income not declared elsewhere2018-12-31$94,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,271,560
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,756,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,028,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$71,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,856,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,347,157
Interest on participant loans2018-12-31$16,581
Value of interest in common/collective trusts at end of year2018-12-31$1,862,110
Value of interest in common/collective trusts at beginning of year2018-12-31$1,906,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,802,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,515,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,515,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$35,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,920,717
Net investment gain or loss from common/collective trusts2018-12-31$-83,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$965,248
Employer contributions (assets) at end of year2018-12-31$965,248
Employer contributions (assets) at beginning of year2018-12-31$842,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,280,662
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2018-12-31043027605
2017 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,126,835
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$805,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$723,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,250,494
Value of total assets at end of year2017-12-31$37,028,135
Value of total assets at beginning of year2017-12-31$30,706,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,643
Total interest from all sources2017-12-31$38,594
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,308,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,308,774
Administrative expenses professional fees incurred2017-12-31$51,070
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,288,350
Participant contributions at end of year2017-12-31$370,577
Participant contributions at beginning of year2017-12-31$437,338
Participant contributions at end of year2017-12-31$45,579
Participant contributions at beginning of year2017-12-31$41,246
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,921
Other income not declared elsewhere2017-12-31$89,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,321,682
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,028,135
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,706,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,347,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,157,968
Interest on participant loans2017-12-31$19,436
Value of interest in common/collective trusts at end of year2017-12-31$1,906,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,515,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,081,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,081,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,127,746
Net investment gain or loss from common/collective trusts2017-12-31$311,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$842,223
Employer contributions (assets) at end of year2017-12-31$842,223
Employer contributions (assets) at beginning of year2017-12-31$988,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$723,510
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2017-12-31043027605
2016 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$5,126,243
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,069,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,991,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,487,020
Value of total assets at end of year2016-12-31$30,706,453
Value of total assets at beginning of year2016-12-31$27,650,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,647
Total interest from all sources2016-12-31$20,378
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$780,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$780,240
Administrative expenses professional fees incurred2016-12-31$60,810
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,389,679
Participant contributions at end of year2016-12-31$437,338
Participant contributions at beginning of year2016-12-31$346,027
Participant contributions at end of year2016-12-31$41,246
Participant contributions at beginning of year2016-12-31$48,966
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$109,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$82,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,056,426
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,706,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,650,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$17,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,157,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,590,222
Interest on participant loans2016-12-31$17,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,081,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,685,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,685,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,756,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$988,063
Employer contributions (assets) at end of year2016-12-31$988,063
Employer contributions (assets) at beginning of year2016-12-31$978,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,991,170
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2016-12-31043027605
2015 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$23,139
Total income from all sources (including contributions)2015-12-31$1,876,252
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,485,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,406,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,339,071
Value of total assets at end of year2015-12-31$27,650,027
Value of total assets at beginning of year2015-12-31$27,282,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,943
Total interest from all sources2015-12-31$16,608
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,025,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,025,959
Administrative expenses professional fees incurred2015-12-31$39,295
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,284,815
Participant contributions at end of year2015-12-31$346,027
Participant contributions at beginning of year2015-12-31$373,154
Participant contributions at end of year2015-12-31$48,966
Participant contributions at beginning of year2015-12-31$44,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$23,139
Other income not declared elsewhere2015-12-31$72,010
Administrative expenses (other) incurred2015-12-31$1,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$390,541
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,650,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,259,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,590,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,344,136
Interest on participant loans2015-12-31$16,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,685,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,614,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,614,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,577,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$978,839
Employer contributions (assets) at end of year2015-12-31$978,839
Employer contributions (assets) at beginning of year2015-12-31$906,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,406,768
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2015-12-31043027605
2014 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,219
Total income from all sources (including contributions)2014-12-31$3,026,137
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,003,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,897,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,016,821
Value of total assets at end of year2014-12-31$27,282,625
Value of total assets at beginning of year2014-12-31$28,251,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$106,585
Total interest from all sources2014-12-31$14,864
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,313,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,313,219
Administrative expenses professional fees incurred2014-12-31$71,109
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,110,736
Participant contributions at end of year2014-12-31$373,154
Participant contributions at beginning of year2014-12-31$398,054
Participant contributions at end of year2014-12-31$44,596
Participant contributions at beginning of year2014-12-31$2,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$23,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,219
Other income not declared elsewhere2014-12-31$67,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-977,634
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,259,486
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,237,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,344,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,701,212
Interest on participant loans2014-12-31$14,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,614,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,378,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,378,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-386,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$906,085
Employer contributions (assets) at end of year2014-12-31$906,085
Employer contributions (assets) at beginning of year2014-12-31$770,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,897,186
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2014-12-31043027605
2013 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,468
Total income from all sources (including contributions)2013-12-31$5,750,692
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,913,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,845,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,742,073
Value of total assets at end of year2013-12-31$28,251,339
Value of total assets at beginning of year2013-12-31$24,421,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,935
Total interest from all sources2013-12-31$14,377
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$936,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$936,994
Administrative expenses professional fees incurred2013-12-31$48,112
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$968,048
Participant contributions at end of year2013-12-31$398,054
Participant contributions at beginning of year2013-12-31$262,376
Participant contributions at end of year2013-12-31$2,846
Participant contributions at beginning of year2013-12-31$29,687
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$21,468
Other income not declared elsewhere2013-12-31$84,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,837,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,237,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,399,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,701,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,259,807
Interest on participant loans2013-12-31$14,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,378,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,096,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,096,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,973,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$770,802
Employer contributions (assets) at end of year2013-12-31$770,802
Employer contributions (assets) at beginning of year2013-12-31$772,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,845,171
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2013-12-31043027605
2012 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,511
Total income from all sources (including contributions)2012-12-31$4,182,306
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,088,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,022,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,757,657
Value of total assets at end of year2012-12-31$24,421,002
Value of total assets at beginning of year2012-12-31$21,325,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,585
Total interest from all sources2012-12-31$10,472
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$692,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$692,039
Administrative expenses professional fees incurred2012-12-31$29,980
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$972,360
Participant contributions at end of year2012-12-31$262,376
Participant contributions at beginning of year2012-12-31$217,783
Participant contributions at end of year2012-12-31$29,687
Participant contributions at beginning of year2012-12-31$28,946
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$21,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,511
Other income not declared elsewhere2012-12-31$56,415
Administrative expenses (other) incurred2012-12-31$2,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,093,829
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,399,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,305,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,259,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,194,442
Interest on participant loans2012-12-31$10,360
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,096,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,185,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,185,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,665,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$772,502
Employer contributions (assets) at end of year2012-12-31$772,502
Employer contributions (assets) at beginning of year2012-12-31$699,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,022,892
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMET & COMPANY, PC
Accountancy firm EIN2012-12-31043027605
2011 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,892
Total income from all sources (including contributions)2011-12-31$868,033
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,285,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,214,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,631,648
Value of total assets at end of year2011-12-31$21,325,216
Value of total assets at beginning of year2011-12-31$21,753,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,858
Total interest from all sources2011-12-31$10,978
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$614,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$614,980
Administrative expenses professional fees incurred2011-12-31$29,089
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$931,799
Participant contributions at end of year2011-12-31$217,783
Participant contributions at beginning of year2011-12-31$252,578
Participant contributions at end of year2011-12-31$28,946
Participant contributions at beginning of year2011-12-31$27,150
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$29,892
Other income not declared elsewhere2011-12-31$62,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-417,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,305,705
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,723,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$41,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,194,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,743,589
Interest on participant loans2011-12-31$10,887
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$2,767,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,185,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$655,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$655,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,394,160
Net investment gain or loss from common/collective trusts2011-12-31$-58,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$699,034
Employer contributions (assets) at end of year2011-12-31$699,034
Employer contributions (assets) at beginning of year2011-12-31$307,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,214,744
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY, PC
Accountancy firm EIN2011-12-31043027605
2010 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,892
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$3,779,522
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,035,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,893,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,191,246
Value of total assets at end of year2010-12-31$21,753,166
Value of total assets at beginning of year2010-12-31$19,978,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$141,805
Total interest from all sources2010-12-31$12,322
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$303,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$303,595
Administrative expenses professional fees incurred2010-12-31$35,029
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$870,095
Participant contributions at end of year2010-12-31$252,578
Participant contributions at beginning of year2010-12-31$249,865
Participant contributions at end of year2010-12-31$27,150
Participant contributions at beginning of year2010-12-31$25,442
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$29,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$67,090
Administrative expenses (other) incurred2010-12-31$13,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,744,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,723,274
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,978,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$93,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,743,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,873,175
Interest on participant loans2010-12-31$12,195
Value of interest in common/collective trusts at end of year2010-12-31$2,767,048
Value of interest in common/collective trusts at beginning of year2010-12-31$2,173,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$655,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$656,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$656,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,039,611
Net investment gain or loss from common/collective trusts2010-12-31$165,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$307,383
Employer contributions (assets) at end of year2010-12-31$307,383
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,893,434
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY, PC
Accountancy firm EIN2010-12-31043027605
2009 : SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES

2022: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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