SCOTT EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,354,720 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $812,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $739,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,705,886 |
| Value of total assets at end of year | 2023-12-31 | $21,616,193 |
| Value of total assets at beginning of year | 2023-12-31 | $18,074,054 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $73,267 |
| Total interest from all sources | 2023-12-31 | $15,480 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $386,999 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $386,999 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $816,647 |
| Participant contributions at end of year | 2023-12-31 | $385,669 |
| Participant contributions at beginning of year | 2023-12-31 | $353,433 |
| Participant contributions at end of year | 2023-12-31 | $95,387 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $173,020 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $7,280 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,542,139 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $21,616,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,074,054 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $38,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $19,787,365 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $17,377,137 |
| Interest on participant loans | 2023-12-31 | $15,480 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $631,553 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,783,233 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $454,978 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $8,144 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $716,219 |
| Employer contributions (assets) at end of year | 2023-12-31 | $716,219 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $336,204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $739,314 |
| Contract administrator fees | 2023-12-31 | $34,770 |
| 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 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-12-31 | 203294646 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,354,720 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $812,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $739,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,705,886 |
| Value of total assets at end of year | 2023-01-01 | $21,616,193 |
| Value of total assets at beginning of year | 2023-01-01 | $18,074,054 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $73,267 |
| Total interest from all sources | 2023-01-01 | $15,480 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $386,999 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $386,999 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $816,647 |
| Participant contributions at end of year | 2023-01-01 | $385,669 |
| Participant contributions at beginning of year | 2023-01-01 | $353,433 |
| Participant contributions at end of year | 2023-01-01 | $95,387 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $173,020 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $7,280 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,542,139 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $21,616,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $18,074,054 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $38,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $19,787,365 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $17,377,137 |
| Interest on participant loans | 2023-01-01 | $15,480 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $631,553 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,783,233 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $454,978 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $8,144 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $716,219 |
| Employer contributions (assets) at end of year | 2023-01-01 | $716,219 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $336,204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $739,314 |
| Contract administrator fees | 2023-01-01 | $34,770 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-01-01 | 203294646 |
| 2022 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-2,121,750 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,544,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,458,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,247,739 |
| Value of total assets at end of year | 2022-12-31 | $18,074,054 |
| Value of total assets at beginning of year | 2022-12-31 | $21,740,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $86,681 |
| Total interest from all sources | 2022-12-31 | $19,180 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $704,518 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $207,017 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $353,433 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $418,592 |
| Total non interest bearing cash at end of year | 2022-12-31 | $7,280 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $6,980 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-3,666,730 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,074,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,740,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $17,377,137 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $21,023,789 |
| Interest on participant loans | 2022-12-31 | $19,180 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,388,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $336,204 |
| Employer contributions (assets) at end of year | 2022-12-31 | $336,204 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $291,423 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,458,299 |
| Contract administrator fees | 2022-12-31 | $86,681 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-12-31 | 203294646 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,121,750 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,544,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,458,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,247,739 |
| Value of total assets at end of year | 2022-01-01 | $18,074,054 |
| Value of total assets at beginning of year | 2022-01-01 | $21,740,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $86,681 |
| Total interest from all sources | 2022-01-01 | $19,180 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $704,518 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $207,017 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $353,433 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $418,592 |
| Total non interest bearing cash at end of year | 2022-01-01 | $7,280 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $6,980 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-3,666,730 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $18,074,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $21,740,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $17,377,137 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $21,023,789 |
| Interest on participant loans | 2022-01-01 | $19,180 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,388,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $336,204 |
| Employer contributions (assets) at end of year | 2022-01-01 | $336,204 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $291,423 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,458,299 |
| Contract administrator fees | 2022-01-01 | $86,681 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-01-01 | 203294646 |
| 2021 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,659,572 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,024,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $928,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $983,566 |
| Value of total assets at end of year | 2021-12-31 | $21,740,784 |
| Value of total assets at beginning of year | 2021-12-31 | $19,105,546 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $95,960 |
| Total interest from all sources | 2021-12-31 | $22,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $666,013 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $37,772 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,652 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $418,592 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $448,695 |
| Total non interest bearing cash at end of year | 2021-12-31 | $6,980 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,111 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,635,238 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,740,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,105,546 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $21,023,789 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $18,462,441 |
| Interest on participant loans | 2021-12-31 | $22,806 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,653,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $279,781 |
| Employer contributions (assets) at end of year | 2021-12-31 | $291,423 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $184,647 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $928,374 |
| Contract administrator fees | 2021-12-31 | $95,960 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2021-12-31 | 203294646 |
| 2020 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| 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 | $3,598,322 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,618,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,538,248 |
| Value of total corrective distributions | 2020-12-31 | $2,972 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $813,715 |
| Value of total assets at end of year | 2020-12-31 | $19,105,546 |
| Value of total assets at beginning of year | 2020-12-31 | $17,125,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $77,403 |
| Total interest from all sources | 2020-12-31 | $25,921 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $553,251 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $75,817 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $8,652 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $448,695 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $496,983 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,111 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $6,380 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,979,699 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,105,546 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,125,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $18,462,441 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $16,421,223 |
| Interest on participant loans | 2020-12-31 | $25,921 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,758,686 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $184,647 |
| Employer contributions (assets) at end of year | 2020-12-31 | $184,647 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $201,261 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,538,248 |
| Contract administrator fees | 2020-12-31 | $77,403 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2020-12-31 | 203294646 |
| 2019 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $3,782,167 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $619,818 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $568,252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $907,514 |
| Value of total assets at end of year | 2019-12-31 | $17,125,847 |
| Value of total assets at beginning of year | 2019-12-31 | $13,963,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $51,566 |
| Total interest from all sources | 2019-12-31 | $20,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $655,567 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $50,686 |
| Assets. Loans (other than to participants) at end of year | 2019-12-31 | $496,983 |
| Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $276,466 |
| Administrative expenses (other) incurred | 2019-12-31 | $-960 |
| Total non interest bearing cash at end of year | 2019-12-31 | $6,380 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,162,349 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,125,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,963,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $16,421,223 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $13,365,165 |
| Interest on participant loans | 2019-12-31 | $20,963 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,853,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $201,261 |
| Employer contributions (assets) at end of year | 2019-12-31 | $201,261 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $321,867 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $568,252 |
| Contract administrator fees | 2019-12-31 | $52,526 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2019-12-31 | 203294646 |
| 2018 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| 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 | $215,225 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $646,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $645,487 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $970,999 |
| Value of total assets at end of year | 2018-12-31 | $13,963,498 |
| Value of total assets at beginning of year | 2018-12-31 | $14,394,874 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,114 |
| Total interest from all sources | 2018-12-31 | $13,716 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $634,310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,822 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $1,747 |
| Assets. Loans (other than to participants) at end of year | 2018-12-31 | $276,466 |
| Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $266,073 |
| Other income not declared elsewhere | 2018-12-31 | $2,826 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $5,515 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-431,376 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,963,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,394,874 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $13,365,165 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $13,630,979 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $13,716 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,425 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-772,316 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $321,867 |
| Employer contributions (assets) at end of year | 2018-12-31 | $321,867 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $492,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $642,315 |
| Contract administrator fees | 2018-12-31 | $1,114 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BOMBERG, HANSON & ASSOCIATES, LLC |
| Accountancy firm EIN | 2018-12-31 | 203294646 |
| 2009 : SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
