SUPERIOR COMPANIES OF MINNESOTA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUPERIOR MECHANICAL 401(K) PLAN
Measure | Date | Value |
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2022 : SUPERIOR MECHANICAL 401(K) PLAN 2022 401k financial data |
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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 | $-775,487 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $249,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $245,523 |
Value of total corrective distributions | 2022-12-31 | $122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $865,610 |
Value of total assets at end of year | 2022-12-31 | $9,910,909 |
Value of total assets at beginning of year | 2022-12-31 | $10,935,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,912 |
Total interest from all sources | 2022-12-31 | $20,769 |
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 | $487,338 |
Participant contributions at end of year | 2022-12-31 | $150,617 |
Participant contributions at beginning of year | 2022-12-31 | $131,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $157,221 |
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 | $-1,025,044 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,910,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,935,953 |
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 | $8,725,996 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $9,990,459 |
Interest on participant loans | 2022-12-31 | $6,415 |
Interest earned on other investments | 2022-12-31 | $14,354 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,034,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $814,182 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,661,866 |
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 | $221,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $245,523 |
Contract administrator fees | 2022-12-31 | $3,912 |
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 | WESTBERG EISCHENS PLLP |
Accountancy firm EIN | 2022-12-31 | 411792388 |
2021 : SUPERIOR MECHANICAL 401(K) PLAN 2021 401k financial data |
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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 | $2,312,685 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $279,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $275,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $718,650 |
Value of total assets at end of year | 2021-12-31 | $10,935,953 |
Value of total assets at beginning of year | 2021-12-31 | $8,902,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,373 |
Total interest from all sources | 2021-12-31 | $11,914 |
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 | $494,056 |
Participant contributions at end of year | 2021-12-31 | $131,312 |
Participant contributions at beginning of year | 2021-12-31 | $87,345 |
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 | $2,033,121 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,935,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,902,832 |
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 | $9,990,459 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,281,571 |
Interest on participant loans | 2021-12-31 | $4,753 |
Interest earned on other investments | 2021-12-31 | $7,161 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $814,182 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $533,916 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,582,121 |
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 | Yes |
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 | $224,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $275,191 |
Contract administrator fees | 2021-12-31 | $4,373 |
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 | WESTBERG EISCHENS PLLP |
Accountancy firm EIN | 2021-12-31 | 411792388 |
2020 : SUPERIOR MECHANICAL 401(K) PLAN 2020 401k financial data |
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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 | $1,982,039 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $729,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $723,193 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $793,446 |
Value of total assets at end of year | 2020-12-31 | $8,902,832 |
Value of total assets at beginning of year | 2020-12-31 | $7,649,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $973 |
Total interest from all sources | 2020-12-31 | $9,721 |
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 | $452,571 |
Participant contributions at end of year | 2020-12-31 | $87,345 |
Participant contributions at beginning of year | 2020-12-31 | $148,228 |
Participant contributions at beginning of year | 2020-12-31 | $3,130 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,040 |
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 | $1,252,898 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,902,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,649,934 |
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 | $8,281,571 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $7,494,377 |
Interest on participant loans | 2020-12-31 | $5,584 |
Interest earned on other investments | 2020-12-31 | $4,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $533,916 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,178,872 |
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 | $340,875 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $723,193 |
Contract administrator fees | 2020-12-31 | $973 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | WESTBERG EICHENS PLLP |
Accountancy firm EIN | 2020-12-31 | 411792388 |
2019 : SUPERIOR MECHANICAL 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $2,530,554 |
Total income from all sources (including contributions) | 2019-12-31 | $2,530,554 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $330,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $328,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $328,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,270,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,270,609 |
Value of total assets at end of year | 2019-12-31 | $7,649,934 |
Value of total assets at end of year | 2019-12-31 | $7,649,934 |
Value of total assets at beginning of year | 2019-12-31 | $5,449,616 |
Value of total assets at beginning of year | 2019-12-31 | $5,449,616 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,281 |
Total interest from all sources | 2019-12-31 | $8,121 |
Total interest from all sources | 2019-12-31 | $8,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $467,414 |
Contributions received from participants | 2019-12-31 | $467,414 |
Participant contributions at end of year | 2019-12-31 | $148,228 |
Participant contributions at end of year | 2019-12-31 | $148,228 |
Participant contributions at beginning of year | 2019-12-31 | $172,375 |
Participant contributions at beginning of year | 2019-12-31 | $172,375 |
Participant contributions at end of year | 2019-12-31 | $3,130 |
Participant contributions at end of year | 2019-12-31 | $3,130 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $56,682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $56,682 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,040 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,040 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,094 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,094 |
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 |
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 | $2,200,318 |
Value of net income/loss | 2019-12-31 | $2,200,318 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,649,934 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,649,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,449,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,449,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $7,494,377 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,494,377 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,274,147 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,274,147 |
Interest on participant loans | 2019-12-31 | $8,121 |
Interest on participant loans | 2019-12-31 | $8,121 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,251,824 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,251,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $746,513 |
Contributions received in cash from employer | 2019-12-31 | $746,513 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,159 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,159 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $328,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $328,955 |
Contract administrator fees | 2019-12-31 | $1,281 |
Contract administrator fees | 2019-12-31 | $1,281 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WESTBERG EICHENS PLLP |
Accountancy firm name | 2019-12-31 | WESTBERG EICHENS PLLP |
Accountancy firm EIN | 2019-12-31 | 411792388 |
2018 : SUPERIOR MECHANICAL 401(K) 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 | $395,501 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $663,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $662,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $805,301 |
Value of total assets at end of year | 2018-12-31 | $5,449,616 |
Value of total assets at beginning of year | 2018-12-31 | $5,717,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,347 |
Total interest from all sources | 2018-12-31 | $7,749 |
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 |
Administrative expenses professional fees incurred | 2018-12-31 | $50 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $425,744 |
Participant contributions at end of year | 2018-12-31 | $172,375 |
Participant contributions at beginning of year | 2018-12-31 | $187,623 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $364 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $108,844 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,094 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,295 |
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 | $-267,931 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,449,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,717,547 |
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 | $5,274,147 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,526,934 |
Interest on participant loans | 2018-12-31 | $7,747 |
Interest earned on other investments | 2018-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,149 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-417,549 |
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 | $270,713 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $662,085 |
Contract administrator fees | 2018-12-31 | $1,297 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WESTBERG EICHENS, PLLP |
Accountancy firm EIN | 2018-12-31 | 411792388 |
2017 : SUPERIOR MECHANICAL 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,432,709 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $352,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $350,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $615,389 |
Value of total assets at end of year | 2017-12-31 | $5,717,547 |
Value of total assets at beginning of year | 2017-12-31 | $4,637,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,408 |
Total interest from all sources | 2017-12-31 | $8,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $415,871 |
Participant contributions at end of year | 2017-12-31 | $187,623 |
Participant contributions at beginning of year | 2017-12-31 | $213,544 |
Participant contributions at end of year | 2017-12-31 | $364 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $6,305 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,080,541 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,717,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,637,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $5,526,934 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $4,421,021 |
Interest on participant loans | 2017-12-31 | $8,527 |
Interest earned on other investments | 2017-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,149 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,146 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $808,790 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $193,213 |
Employer contributions (assets) at end of year | 2017-12-31 | $182 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $350,760 |
Contract administrator fees | 2017-12-31 | $1,408 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WESTBERG EICHENS, PLLP |
Accountancy firm EIN | 2017-12-31 | 411792388 |
2016 : SUPERIOR MECHANICAL 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $983,477 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $305,380 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $304,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $666,252 |
Value of total assets at end of year | 2016-12-31 | $4,637,006 |
Value of total assets at beginning of year | 2016-12-31 | $3,958,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,096 |
Total interest from all sources | 2016-12-31 | $8,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $353,718 |
Participant contributions at end of year | 2016-12-31 | $213,544 |
Participant contributions at beginning of year | 2016-12-31 | $214,504 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $53 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $678,097 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,637,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,958,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $4,421,021 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,742,514 |
Interest on participant loans | 2016-12-31 | $8,763 |
Interest earned on other investments | 2016-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,146 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $476 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $308,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $312,534 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $67 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $304,284 |
Contract administrator fees | 2016-12-31 | $1,096 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WESTBERG EICHENS, PLLP |
Accountancy firm EIN | 2016-12-31 | 411792388 |
2015 : SUPERIOR MECHANICAL 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $465,869 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $167,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $157,885 |
Value of total corrective distributions | 2015-12-31 | $8,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $545,006 |
Value of total assets at end of year | 2015-12-31 | $3,958,909 |
Value of total assets at beginning of year | 2015-12-31 | $3,660,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $994 |
Total interest from all sources | 2015-12-31 | $10,045 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $299,660 |
Participant contributions at end of year | 2015-12-31 | $214,504 |
Participant contributions at beginning of year | 2015-12-31 | $218,827 |
Participant contributions at end of year | 2015-12-31 | $53 |
Participant contributions at beginning of year | 2015-12-31 | $19,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $23,959 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $298,657 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,958,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,660,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,742,514 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,420,135 |
Interest on participant loans | 2015-12-31 | $9,333 |
Interest earned on other investments | 2015-12-31 | $712 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-89,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $221,387 |
Employer contributions (assets) at end of year | 2015-12-31 | $67 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $615 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $157,885 |
Contract administrator fees | 2015-12-31 | $994 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WESTBERG EICHENS, PLLP |
Accountancy firm EIN | 2015-12-31 | 411792388 |
2014 : SUPERIOR MECHANICAL 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $585,225 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $14,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $14,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $441,029 |
Value of total assets at end of year | 2014-12-31 | $3,660,252 |
Value of total assets at beginning of year | 2014-12-31 | $3,089,910 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $752 |
Total interest from all sources | 2014-12-31 | $7,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $289,027 |
Participant contributions at end of year | 2014-12-31 | $218,827 |
Participant contributions at beginning of year | 2014-12-31 | $149,135 |
Participant contributions at end of year | 2014-12-31 | $19,380 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $570,342 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,660,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,089,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,420,135 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,939,480 |
Interest on participant loans | 2014-12-31 | $7,395 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $136,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $152,002 |
Employer contributions (assets) at end of year | 2014-12-31 | $615 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $14,131 |
Contract administrator fees | 2014-12-31 | $752 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WESTBERG EISCHENS, PLLP |
Accountancy firm EIN | 2014-12-31 | 411792388 |
2013 : SUPERIOR MECHANICAL 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,007,534 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $382,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $382,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $512,853 |
Value of total assets at end of year | 2013-12-31 | $3,089,910 |
Value of total assets at beginning of year | 2013-12-31 | $2,464,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $3,963 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $245,989 |
Participant contributions at end of year | 2013-12-31 | $149,135 |
Participant contributions at beginning of year | 2013-12-31 | $62,622 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $43,944 |
Other income not declared elsewhere | 2013-12-31 | $-360 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $625,201 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,089,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,464,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,939,480 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,400,792 |
Interest on participant loans | 2013-12-31 | $3,963 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $491,078 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $222,920 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $382,333 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WESTBERG EISCHENS, PLLP |
Accountancy firm EIN | 2013-12-31 | 411792388 |
2012 : SUPERIOR MECHANICAL 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $848,348 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $168,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $168,490 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $577,719 |
Value of total assets at end of year | 2012-12-31 | $2,464,709 |
Value of total assets at beginning of year | 2012-12-31 | $1,784,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $1,789 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $245,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $272,249 |
Participant contributions at end of year | 2012-12-31 | $62,622 |
Participant contributions at beginning of year | 2012-12-31 | $18,906 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $334 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,884 |
Other income not declared elsewhere | 2012-12-31 | $795 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,295 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $679,858 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,464,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,784,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,400,792 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,765,447 |
Interest on participant loans | 2012-12-31 | $1,789 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $268,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $303,586 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $168,490 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WESTBERG EISCHENS, PLLP |
Accountancy firm EIN | 2012-12-31 | 411792388 |
2011 : SUPERIOR MECHANICAL 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,828,316 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $43,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $43,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,975,847 |
Value of total assets at end of year | 2011-12-31 | $1,784,851 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $106 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $245,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $270,608 |
Participant contributions at end of year | 2011-12-31 | $18,906 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $334 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,297,791 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,784,851 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,784,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,765,447 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $106 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-147,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $407,448 |
Employer contributions (assets) at end of year | 2011-12-31 | $164 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $43,465 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WESTBERG EISCHENS, PLLP |
Accountancy firm EIN | 2011-12-31 | 411792388 |