?>
Logo

SMITH FOUNDRY COMPANY PENSION PLAN 401k Plan overview

Plan NameSMITH FOUNDRY COMPANY PENSION PLAN
Plan identification number 001

SMITH FOUNDRY COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SMITH FOUNDRY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SMITH FOUNDRY COMPANY
Employer identification number (EIN):411260522
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH FOUNDRY COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NEIL AHLSTROM2024-09-24
0012022-01-01RONALD STEFFENS2023-07-06
0012021-01-01RONALD STEFFENS2022-10-05
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GRADY WALL
0012016-01-01GRADY WALL
0012015-01-01GRADY WALL
0012014-01-01GRADY WALL
0012013-01-01GRADY WALL
0012012-01-01GRADY WALL
0012011-01-01GRADY WALL
0012009-01-01GRADY WALL

Plan Statistics for SMITH FOUNDRY COMPANY PENSION PLAN

401k plan membership statisitcs for SMITH FOUNDRY COMPANY PENSION PLAN

Measure Date Value
2025: SMITH FOUNDRY COMPANY PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-235
Total number of particpants at end of year2025-07-230
2024: SMITH FOUNDRY COMPANY PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-245
Total number of particpants at end of year2024-09-245
2022: SMITH FOUNDRY COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,149,733
Acturial value of plan assets2022-12-311,122,618
Funding target for retired participants and beneficiaries receiving payment2022-12-31820,926
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-31229,435
Active participant vested funding target2022-12-311,799
Number of active participants2022-12-311
Total funding liabilities for active participants2022-12-31143,350
Total participant count2022-12-315
Total funding target for all participants2022-12-311,193,711
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31121
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31360,596
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31343,133
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-3171,093
Total funding amount beforereflecting carryover/prefunding balances2022-12-317,214
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-317,214
Contributions allocatedtoward minimum required contributions for current year2022-12-31343,133
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SMITH FOUNDRY COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,123,993
Acturial value of plan assets2021-12-311,067,373
Funding target for retired participants and beneficiaries receiving payment2021-12-31872,994
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-31216,299
Active participant vested funding target2021-12-311,951
Number of active participants2021-12-311
Total funding liabilities for active participants2021-12-31129,582
Total participant count2021-12-316
Total funding target for all participants2021-12-311,218,875
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31130
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31137
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3114,729
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3114,241
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31151,502
Total funding amount beforereflecting carryover/prefunding balances2021-12-3114,126
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3114,126
Contributions allocatedtoward minimum required contributions for current year2021-12-3114,241
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SMITH FOUNDRY COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,089,030
Acturial value of plan assets2020-12-311,074,239
Funding target for retired participants and beneficiaries receiving payment2020-12-31917,366
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31163,541
Active participant vested funding target2020-12-311,947
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-31125,664
Total participant count2020-12-316
Total funding target for all participants2020-12-311,206,571
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3127,725
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3126,764
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31132,332
Total funding amount beforereflecting carryover/prefunding balances2020-12-3126,634
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3126,634
Contributions allocatedtoward minimum required contributions for current year2020-12-3126,764
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SMITH FOUNDRY COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,159,482
Acturial value of plan assets2019-12-311,262,741
Funding target for retired participants and beneficiaries receiving payment2019-12-31931,450
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31177,034
Active participant vested funding target2019-12-31182,021
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31294,760
Total participant count2019-12-317
Total funding target for all participants2019-12-311,403,244
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-3113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3114
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 year2019-12-310
Total employer contributions2019-12-3125,878
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 date2019-12-3125,029
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 balance2019-12-31140,503
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3124,929
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3124,929
Contributions allocatedtoward minimum required contributions for current year2019-12-3125,029
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SMITH FOUNDRY COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,313,713
Acturial value of plan assets2018-12-311,274,084
Funding target for retired participants and beneficiaries receiving payment2018-12-31945,068
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31162,540
Active participant vested funding target2018-12-31169,152
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31271,360
Total participant count2018-12-317
Total funding target for all participants2018-12-311,378,968
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3110
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 year2018-12-310
Total employer contributions2018-12-3135,428
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 date2018-12-3133,369
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 cost2018-12-3116,179
Net shortfall amortization installment of oustanding balance2018-12-31104,884
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3133,356
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3133,356
Contributions allocatedtoward minimum required contributions for current year2018-12-3133,369
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SMITH FOUNDRY COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,243,247
Acturial value of plan assets2017-12-311,302,286
Funding target for retired participants and beneficiaries receiving payment2017-12-31923,080
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31141,920
Active participant vested funding target2017-12-31150,917
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31240,085
Total participant count2017-12-317
Total funding target for all participants2017-12-311,305,085
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-3158,238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3161,622
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3121,507
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 date2017-12-3119,571
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 cost2017-12-3119,102
Net shortfall amortization installment of oustanding balance2017-12-312,799
Total funding amount beforereflecting carryover/prefunding balances2017-12-3119,562
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3119,562
Contributions allocatedtoward minimum required contributions for current year2017-12-3119,571
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SMITH FOUNDRY COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,187,197
Acturial value of plan assets2016-12-311,305,916
Funding target for retired participants and beneficiaries receiving payment2016-12-31146,197
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31129,327
Active participant vested funding target2016-12-31919,987
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31999,605
Total participant count2016-12-317
Total funding target for all participants2016-12-311,275,129
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3177,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3181,677
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 year2016-12-310
Total employer contributions2016-12-3160,000
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 date2016-12-3158,238
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 cost2016-12-3116,558
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3158,238
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
2015: SMITH FOUNDRY COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
2014: SMITH FOUNDRY COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SMITH FOUNDRY COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SMITH FOUNDRY COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SMITH FOUNDRY COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SMITH FOUNDRY COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SMITH FOUNDRY COMPANY PENSION PLAN

Measure Date Value
2025 : SMITH FOUNDRY COMPANY PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-231379930
Net assets as of the end of the plan year2025-07-230
Total assets as of the beginning of the plan year2025-07-231321465
Value of plan covered by a fidelity bond2025-07-23200000
Participant contributions to plan in this plan year2025-07-230
Other expenses paid from plan in this plan year2025-07-236375
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2358465
Plan net income in this plan year2025-07-23-1321465
Net assets as of the end of the plan year2025-07-230
Net assets as of the beginning of the plan year2025-07-231321465
Employer contributions to plan in this plan year2025-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
2024 : SMITH FOUNDRY COMPANY PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-2477234
Net assets as of the end of the plan year2024-09-241321465
Total assets as of the beginning of the plan year2024-09-241305638
Value of plan covered by a fidelity bond2024-09-24200000
Participant contributions to plan in this plan year2024-09-240
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-2493061
Plan net income in this plan year2024-09-2415827
Net assets as of the end of the plan year2024-09-241321465
Net assets as of the beginning of the plan year2024-09-241305638
Employer contributions to plan in this plan year2024-09-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-240
2020 : SMITH FOUNDRY COMPANY PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$117,573
Expenses. Total of all expenses incurred2020-12-31$82,615
Benefits paid (including direct rollovers)2020-12-31$82,615
Total plan assets at end of year2020-12-31$1,124,024
Total plan assets at beginning of year2020-12-31$1,089,066
Value of fidelity bond covering the plan2020-12-31$265,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$89,848
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$34,958
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,124,024
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,089,066
Total contributions received or receivable from employer(s)2020-12-31$27,725
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SMITH FOUNDRY COMPANY PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$204,118
Expenses. Total of all expenses incurred2019-12-31$275,123
Benefits paid (including direct rollovers)2019-12-31$275,123
Total plan assets at end of year2019-12-31$1,089,066
Total plan assets at beginning of year2019-12-31$1,160,071
Value of fidelity bond covering the plan2019-12-31$265,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$178,240
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-71,005
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,089,066
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,160,071
Total contributions received or receivable from employer(s)2019-12-31$25,878
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SMITH FOUNDRY COMPANY PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-71,844
Expenses. Total of all expenses incurred2018-12-31$82,615
Benefits paid (including direct rollovers)2018-12-31$82,615
Total plan assets at end of year2018-12-31$1,160,071
Total plan assets at beginning of year2018-12-31$1,314,530
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-107,272
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-154,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,160,071
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,314,530
Total contributions received or receivable from employer(s)2018-12-31$35,428
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SMITH FOUNDRY COMPANY PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$163,271
Expenses. Total of all expenses incurred2017-12-31$91,988
Benefits paid (including direct rollovers)2017-12-31$80,483
Total plan assets at end of year2017-12-31$1,314,530
Total plan assets at beginning of year2017-12-31$1,243,247
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$11,505
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$141,764
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$71,283
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,314,530
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,243,247
Total contributions received or receivable from employer(s)2017-12-31$21,507
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SMITH FOUNDRY COMPANY PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$128,985
Expenses. Total of all expenses incurred2016-12-31$72,970
Benefits paid (including direct rollovers)2016-12-31$58,920
Total plan assets at end of year2016-12-31$1,243,247
Total plan assets at beginning of year2016-12-31$1,187,232
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$14,050
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$68,985
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$56,015
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,243,247
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,187,232
Total contributions received or receivable from employer(s)2016-12-31$60,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SMITH FOUNDRY COMPANY PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$15,079
Expenses. Total of all expenses incurred2015-12-31$351,235
Benefits paid (including direct rollovers)2015-12-31$334,677
Total plan assets at end of year2015-12-31$1,187,232
Total plan assets at beginning of year2015-12-31$1,523,388
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$16,558
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-64,921
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-336,156
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,187,232
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,523,388
Total contributions received or receivable from employer(s)2015-12-31$80,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SMITH FOUNDRY COMPANY PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$71,882
Expenses. Total of all expenses incurred2014-12-31$24,536
Benefits paid (including direct rollovers)2014-12-31$13,423
Total plan assets at end of year2014-12-31$1,523,388
Total plan assets at beginning of year2014-12-31$1,476,042
Value of fidelity bond covering the plan2014-12-31$265,000
Expenses. Other expenses not covered elsewhere2014-12-31$11,113
Other income received2014-12-31$884
Net income (gross income less expenses)2014-12-31$47,346
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,523,388
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,476,042
Total contributions received or receivable from employer(s)2014-12-31$70,998
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SMITH FOUNDRY COMPANY PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$266,081
Expenses. Total of all expenses incurred2013-12-31$21,036
Benefits paid (including direct rollovers)2013-12-31$13,423
Total plan assets at end of year2013-12-31$1,476,042
Total plan assets at beginning of year2013-12-31$1,230,997
Value of fidelity bond covering the plan2013-12-31$265,000
Expenses. Other expenses not covered elsewhere2013-12-31$7,613
Other income received2013-12-31$192,593
Net income (gross income less expenses)2013-12-31$245,045
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,476,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,230,997
Total contributions received or receivable from employer(s)2013-12-31$73,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SMITH FOUNDRY COMPANY PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$156,291
Expenses. Total of all expenses incurred2012-12-31$18,697
Benefits paid (including direct rollovers)2012-12-31$13,423
Total plan assets at end of year2012-12-31$1,230,997
Total plan assets at beginning of year2012-12-31$1,093,403
Value of fidelity bond covering the plan2012-12-31$265,000
Expenses. Other expenses not covered elsewhere2012-12-31$5,274
Other income received2012-12-31$79,526
Net income (gross income less expenses)2012-12-31$137,594
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,230,997
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,093,403
Total contributions received or receivable from employer(s)2012-12-31$76,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SMITH FOUNDRY COMPANY PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$61,501
Expenses. Total of all expenses incurred2011-12-31$20,593
Benefits paid (including direct rollovers)2011-12-31$13,423
Total plan assets at end of year2011-12-31$1,093,403
Total plan assets at beginning of year2011-12-31$1,052,495
Value of fidelity bond covering the plan2011-12-31$265,000
Expenses. Other expenses not covered elsewhere2011-12-31$7,170
Other income received2011-12-31$-13,977
Net income (gross income less expenses)2011-12-31$40,908
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,093,403
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,052,495
Total contributions received or receivable from employer(s)2011-12-31$75,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SMITH FOUNDRY COMPANY PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$126,086
Expenses. Total of all expenses incurred2010-12-31$140,581
Benefits paid (including direct rollovers)2010-12-31$133,698
Total plan assets at end of year2010-12-31$1,052,495
Total plan assets at beginning of year2010-12-31$1,066,990
Value of fidelity bond covering the plan2010-12-31$265,000
Expenses. Other expenses not covered elsewhere2010-12-31$6,883
Other income received2010-12-31$19,771
Net income (gross income less expenses)2010-12-31$-14,495
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,052,495
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,066,990
Total contributions received or receivable from employer(s)2010-12-31$106,315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SMITH FOUNDRY COMPANY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SMITH FOUNDRY COMPANY PENSION PLAN

2020: SMITH FOUNDRY COMPANY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMITH FOUNDRY COMPANY 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: SMITH FOUNDRY COMPANY 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: SMITH FOUNDRY COMPANY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMITH FOUNDRY COMPANY 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
2015: SMITH FOUNDRY COMPANY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMITH FOUNDRY COMPANY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMITH FOUNDRY COMPANY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMITH FOUNDRY COMPANY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMITH FOUNDRY COMPANY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMITH FOUNDRY COMPANY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38404
Policy instance 1
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract number6504845
Policy instance 2

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3