TEK L.P. AND KOTE L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231
401k plan membership statisitcs for I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231
Measure | Date | Value |
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2016 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $70,192,399 |
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 | $7,059,643 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,831,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,829,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,197,928 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $68,963,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,348 |
Total interest from all sources | 2016-12-31 | $72,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,102,636 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $2,309,396 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $95,292 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,228,433 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,963,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $72,067 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $66,654,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,829,862 |
Contract administrator fees | 2016-12-31 | $1,348 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,097,944 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,449,428 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,449,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,587,103 |
Value of total assets at end of year | 2015-12-31 | $68,963,966 |
Value of total assets at beginning of year | 2015-12-31 | $68,315,450 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $81,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,355,594 |
Participant contributions at end of year | 2015-12-31 | $2,309,396 |
Participant contributions at beginning of year | 2015-12-31 | $2,353,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $231,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $648,516 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $68,963,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $68,315,450 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $77,356 |
Interest earned on other investments | 2015-12-31 | $3,795 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $66,654,570 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $65,961,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,449,428 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,749,170 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,517,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,512,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,061,335 |
Value of total assets at end of year | 2014-12-31 | $68,365,926 |
Value of total assets at beginning of year | 2014-12-31 | $65,133,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,317 |
Total interest from all sources | 2014-12-31 | $73,122 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,022,913 |
Participant contributions at end of year | 2014-12-31 | $2,353,524 |
Participant contributions at beginning of year | 2014-12-31 | $2,304,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $38,422 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,232,084 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $68,365,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $65,133,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $73,122 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $66,012,402 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $62,829,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,512,769 |
Contract administrator fees | 2014-12-31 | $4,317 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $13,297,257 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,955,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,949,432 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,056,229 |
Value of total assets at end of year | 2013-12-31 | $65,133,842 |
Value of total assets at beginning of year | 2013-12-31 | $54,792,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,277 |
Total interest from all sources | 2013-12-31 | $73,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,992,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $63,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,341,548 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $65,133,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $54,792,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $73,674 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $65,133,842 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $54,792,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,949,432 |
Contract administrator fees | 2013-12-31 | $6,277 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $8,939,771 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,979,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,976,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,936,265 |
Value of total assets at end of year | 2012-12-31 | $54,792,294 |
Value of total assets at beginning of year | 2012-12-31 | $48,831,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,539 |
Total interest from all sources | 2012-12-31 | $80,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,890,857 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $45,408 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,960,436 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $54,792,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $48,831,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $80,293 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $54,792,294 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $48,831,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,976,796 |
Contract administrator fees | 2012-12-31 | $2,539 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $1,652,973 |
Total of all expenses incurred | 2011-12-31 | $1,891,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,886,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,807,555 |
Value of total assets at end of year | 2011-12-31 | $48,831,858 |
Value of total assets at beginning of year | 2011-12-31 | $49,069,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,149 |
Total interest from all sources | 2011-12-31 | $88,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $4,149 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,807,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-238,114 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $48,831,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $49,069,972 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $88,040 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $48,831,858 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $49,069,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,886,938 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $7,993,627 |
Total loss/gain on sale of assets | 2010-12-31 | $5,218,259 |
Total of all expenses incurred | 2010-12-31 | $1,906,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,901,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,678,993 |
Value of total assets at end of year | 2010-12-31 | $49,069,972 |
Value of total assets at beginning of year | 2010-12-31 | $42,982,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,558 |
Total interest from all sources | 2010-12-31 | $96,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $4,558 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,678,993 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,087,497 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $49,069,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $42,982,475 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $96,375 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $49,069,972 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $42,982,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,901,572 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,218,259 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2009 : I/N TEK AND I/N KOTE 401(K) SAVINGS PLAN FOR EMPLOYEES REPRESENTED BY USWA UNION LOCAL 9231 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |