401k Plan data: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY plan

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 401k Plan overview

Plan Name	TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY
Plan identification number	005

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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 TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2022-01-01 RONALD STEFFENS
005 2021-01-01
005 2021-01-01 RONALD STEFFENS
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 GRADY WALL
005 2016-01-01 GRADY WALL
005 2015-01-01 GRADY WALL
005 2014-01-01 GRADY WALL
005 2013-01-01 GRADY WALL
005 2012-01-01 GRADY WALL

Financial Data on TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Measure	Date	Value
2022 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k financial data
Total plan liabilities at beginning of year	2022-05-31	$14,853
Total income from all sources	2022-05-31	$-1,260
Expenses. Total of all expenses incurred	2022-05-31	$145,842
Benefits paid (including direct rollovers)	2022-05-31	$145,842
Total plan assets at beginning of year	2022-05-31	$161,955
Value of fidelity bond covering the plan	2022-05-31	$500,000
Other income received	2022-05-31	$-1,260
Net income (gross income less expenses)	2022-05-31	$-147,102
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$147,102
2021 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$14,853
Total plan liabilities at beginning of year	2021-12-31	$869
Total income from all sources	2021-12-31	$-28,218
Expenses. Total of all expenses incurred	2021-12-31	$1,931,790
Benefits paid (including direct rollovers)	2021-12-31	$1,900,151
Total plan assets at end of year	2021-12-31	$161,955
Total plan assets at beginning of year	2021-12-31	$2,107,979
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$-28,218
Net income (gross income less expenses)	2021-12-31	$-1,960,008
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$147,102
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,107,110
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$31,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$869
Total plan liabilities at beginning of year	2020-12-31	$1,072
Total income from all sources	2020-12-31	$262,193
Expenses. Total of all expenses incurred	2020-12-31	$119,031
Benefits paid (including direct rollovers)	2020-12-31	$97,869
Total plan assets at end of year	2020-12-31	$2,107,979
Total plan assets at beginning of year	2020-12-31	$1,965,020
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$262,193
Net income (gross income less expenses)	2020-12-31	$143,162
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,107,110
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,963,948
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,072
Total plan liabilities at beginning of year	2019-12-31	$2,697
Total income from all sources	2019-12-31	$339,533
Expenses. Total of all expenses incurred	2019-12-31	$109,487
Benefits paid (including direct rollovers)	2019-12-31	$91,734
Total plan assets at end of year	2019-12-31	$1,965,020
Total plan assets at beginning of year	2019-12-31	$1,736,599
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$339,533
Net income (gross income less expenses)	2019-12-31	$230,046
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,963,948
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,733,902
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$2,697
Total plan liabilities at beginning of year	2018-12-31	$2,378
Total income from all sources	2018-12-31	$-19,904
Expenses. Total of all expenses incurred	2018-12-31	$97,631
Benefits paid (including direct rollovers)	2018-12-31	$81,692
Total plan assets at end of year	2018-12-31	$1,736,599
Total plan assets at beginning of year	2018-12-31	$1,853,815
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-19,904
Net income (gross income less expenses)	2018-12-31	$-117,535
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,733,902
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,851,437
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$2,378
Total plan liabilities at beginning of year	2017-12-31	$2,394
Total income from all sources	2017-12-31	$237,833
Expenses. Total of all expenses incurred	2017-12-31	$238,986
Benefits paid (including direct rollovers)	2017-12-31	$211,048
Total plan assets at end of year	2017-12-31	$1,853,815
Total plan assets at beginning of year	2017-12-31	$1,854,984
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$237,833
Net income (gross income less expenses)	2017-12-31	$-1,153
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,851,437
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,852,590
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,394
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$183,332
Expenses. Total of all expenses incurred	2016-12-31	$100,580
Benefits paid (including direct rollovers)	2016-12-31	$80,828
Total plan assets at end of year	2016-12-31	$1,854,984
Total plan assets at beginning of year	2016-12-31	$1,769,838
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$108,332
Net income (gross income less expenses)	2016-12-31	$82,752
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,852,590
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,769,838
Total contributions received or receivable from employer(s)	2016-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$1,884
Total income from all sources	2015-12-31	$122,891
Expenses. Total of all expenses incurred	2015-12-31	$85,352
Benefits paid (including direct rollovers)	2015-12-31	$70,799
Total plan assets at end of year	2015-12-31	$1,769,838
Total plan assets at beginning of year	2015-12-31	$1,734,183
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$14,553
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$22,891
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$37,539
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,769,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,732,299
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,884
Total plan liabilities at beginning of year	2014-12-31	$1,722
Total income from all sources	2014-12-31	$198,468
Expenses. Total of all expenses incurred	2014-12-31	$90,582
Benefits paid (including direct rollovers)	2014-12-31	$75,752
Total plan assets at end of year	2014-12-31	$1,734,183
Total plan assets at beginning of year	2014-12-31	$1,626,135
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,830
Other income received	2014-12-31	$96,928
Net income (gross income less expenses)	2014-12-31	$107,886
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,732,299
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,624,413
Total contributions received or receivable from employer(s)	2014-12-31	$101,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,722
Total plan liabilities at beginning of year	2013-12-31	$1,663
Total income from all sources	2013-12-31	$335,075
Expenses. Total of all expenses incurred	2013-12-31	$87,157
Benefits paid (including direct rollovers)	2013-12-31	$73,912
Total plan assets at end of year	2013-12-31	$1,626,135
Total plan assets at beginning of year	2013-12-31	$1,378,158
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$13,245
Other income received	2013-12-31	$235,984
Net income (gross income less expenses)	2013-12-31	$247,918
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,624,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,376,495
Total contributions received or receivable from employer(s)	2013-12-31	$99,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,663
Total plan liabilities at beginning of year	2012-12-31	$1,464
Total income from all sources	2012-12-31	$264,704
Expenses. Total of all expenses incurred	2012-12-31	$81,366
Benefits paid (including direct rollovers)	2012-12-31	$69,519
Total plan assets at end of year	2012-12-31	$1,378,158
Total plan assets at beginning of year	2012-12-31	$1,194,621
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,847
Other income received	2012-12-31	$134,425
Net income (gross income less expenses)	2012-12-31	$183,338
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,376,495
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,193,157
Total contributions received or receivable from employer(s)	2012-12-31	$130,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator
005	2022-01-01
005	2022-01-01	RONALD STEFFENS
005	2021-01-01
005	2021-01-01	RONALD STEFFENS
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	GRADY WALL
005	2016-01-01	GRADY WALL
005	2015-01-01	GRADY WALL
005	2014-01-01	GRADY WALL
005	2013-01-01	GRADY WALL
005	2012-01-01	GRADY WALL