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ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN
Plan identification number 002

ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORION INDUSTRIES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ORION INDUSTRIES, LTD.
Employer identification number (EIN):362591435
NAIC Classification:332810

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01KENT CONNELL2021-10-15
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01KENT W CONNELL KENT W CONNELL2018-11-15
0022017-01-01KENT CONNELL KENT CONNELL2018-10-15
0022016-01-01KENT CONNELL KENT CONNELL2017-10-16
0022015-01-01KENT CONNELL2016-10-14 KENT CONNELL2016-10-14
0022014-01-01KENT CONNELL2015-10-14 KENT CONNELL2015-10-14
0022013-01-01JILL HAWLEY2014-10-07 JILL HAWLEY2014-10-07
0022012-01-01BRUCE NESBITT2013-07-24 BRUCE NESBITT2013-07-24
0022011-01-01BERNARD CICIRELLO2012-09-26 BERNARD CICIRELLO2012-09-26
0022010-01-01BERNARD CICIRELLO2011-09-21 BERNARD CICIRELLO2011-09-21

Plan Statistics for ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN

Measure Date Value
2019: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31659,026
Acturial value of plan assets2019-12-31659,026
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-3135,022
Active participant vested funding target2019-12-31568,976
Number of active participants2019-12-31141
Total funding liabilities for active participants2019-12-31576,813
Total participant count2019-12-31158
Total funding target for all participants2019-12-31611,835
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31554
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31554
Present value of excess contributions2019-12-3152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31544
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31625,040
Acturial value of plan assets2018-12-31625,040
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3111
Fundng target for terminated vested participants2018-12-3131,427
Active participant vested funding target2018-12-31612,609
Number of active participants2018-12-31132
Total funding liabilities for active participants2018-12-31619,986
Total participant count2018-12-31143
Total funding target for all participants2018-12-31651,413
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31531
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31531
Present value of excess contributions2018-12-3136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31554
Total employer contributions2018-12-31283,003
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31261,416
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31252,018
Net shortfall amortization installment of oustanding balance2018-12-3126,927
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31261,364
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31261,364
Contributions allocatedtoward minimum required contributions for current year2018-12-31261,416
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01145
Total participants2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31521,245
Acturial value of plan assets2017-12-31521,245
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-316
Fundng target for terminated vested participants2017-12-3111,230
Active participant vested funding target2017-12-31580,642
Number of active participants2017-12-31127
Total funding liabilities for active participants2017-12-31591,759
Total participant count2017-12-31133
Total funding target for all participants2017-12-31602,989
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31503
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31503
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31531
Total employer contributions2017-12-31343,179
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31310,568
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31294,237
Net shortfall amortization installment of oustanding balance2017-12-3182,275
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31310,532
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31310,532
Contributions allocatedtoward minimum required contributions for current year2017-12-31310,568
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31467,637
Acturial value of plan assets2016-12-31467,637
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3119
Fundng target for terminated vested participants2016-12-3141,152
Active participant vested funding target2016-12-31501,495
Number of active participants2016-12-31110
Total funding liabilities for active participants2016-12-31509,819
Total participant count2016-12-31129
Total funding target for all participants2016-12-31550,971
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31519
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31519
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31503
Total employer contributions2016-12-31324,292
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31293,001
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31278,147
Net shortfall amortization installment of oustanding balance2016-12-3183,837
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31293,001
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31293,001
Contributions allocatedtoward minimum required contributions for current year2016-12-31293,001
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014

Financial Data on ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN

Measure Date Value
2019 : ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,044
Total income from all sources (including contributions)2019-12-31$8,044
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$376,095
Total of all expenses incurred2019-12-31$376,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$372,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$295,257
Value of total assets at beginning of year2019-12-31$663,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,105
Total interest from all sources2019-12-31$3,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$270
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
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$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,130
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-368,051
Value of net income/loss2019-12-31$-368,051
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$663,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,105
Investment advisory and management fees2019-12-31$3,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$351,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$289,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$139,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$372,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$372,990
Did the plan have assets held for investment2019-12-31Yes
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
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
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 plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARCUM
Accountancy firm EIN2019-12-31111086323
2018 : ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$275,372
Total of all expenses incurred2018-12-31$244,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$243,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$283,003
Value of total assets at end of year2018-12-31$663,308
Value of total assets at beginning of year2018-12-31$632,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$926
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$673
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,292
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$10,292
Administrative expenses professional fees incurred2018-12-31$926
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
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$31,242
Value of net assets at end of year (total assets less liabilities)2018-12-31$663,308
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$632,066
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$351,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$365,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$172,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$94,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$94,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,596
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$283,003
Employer contributions (assets) at end of year2018-12-31$139,003
Employer contributions (assets) at beginning of year2018-12-31$172,179
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$243,204
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2017 401k financial data
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$364,209
Total of all expenses incurred2017-12-31$260,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$257,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$343,179
Value of total assets at end of year2017-12-31$632,066
Value of total assets at beginning of year2017-12-31$527,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,085
Total interest from all sources2017-12-31$202
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,850
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$11,850
Administrative expenses professional fees incurred2017-12-31$3,085
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
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$104,101
Value of net assets at end of year (total assets less liabilities)2017-12-31$632,066
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$527,965
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$365,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$94,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$366,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$366,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$343,179
Employer contributions (assets) at end of year2017-12-31$172,179
Employer contributions (assets) at beginning of year2017-12-31$161,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$257,023
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
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$346,326
Total loss/gain on sale of assets2016-12-31$-1,982
Total of all expenses incurred2016-12-31$292,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$289,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,292
Value of total assets at end of year2016-12-31$527,965
Value of total assets at beginning of year2016-12-31$473,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,053
Total interest from all sources2016-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,935
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$4,935
Administrative expenses professional fees incurred2016-12-31$3,053
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,470
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$53,995
Value of net assets at end of year (total assets less liabilities)2016-12-31$527,965
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$473,970
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$319,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$366,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$324,292
Employer contributions (assets) at end of year2016-12-31$161,292
Employer contributions (assets) at beginning of year2016-12-31$148,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$289,278
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-1,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323

Form 5500 Responses for ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN

2019: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 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: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 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: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: ORION INDUSTRIES, LTD. CASH BALANCE PENSION PLAN 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

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