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PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.
Plan identification number 001

PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

APPALACHIAN ELECTRONIC INSTRUMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:APPALACHIAN ELECTRONIC INSTRUMENTS, INC.
Employer identification number (EIN):550384909
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOE WARREN2023-10-10 JOE WARREN2023-10-10
0012021-01-01JEANNE WILLIAMS2022-09-12 JEANNE WILLIAMS2022-09-12
0012021-01-01JOE WARREN2022-10-11 JOE WARREN2022-10-11
0012020-01-01JEANNE WILLIAMS2021-05-25 JEANNE WILLIAMS2021-05-25
0012020-01-01JOE WARREN2021-10-12 JOE WARREN2021-10-12
0012019-01-01JOE WARREN2020-09-17 JOE WARREN2020-09-17
0012018-01-01JOE WARREN2019-10-10 JOE WARREN2019-10-10
0012018-01-01JOE WARREN2019-10-01 JOE WARREN2019-10-01
0012018-01-01JOE WARREN2019-07-30 JOE WARREN2019-07-30
0012017-01-01JOE WARREN2018-09-27
0012016-01-01JOE WARREN2017-06-30
0012015-01-01JOE WARREN
0012014-01-01JOE WARREN
0012013-01-01JOE WARREN
0012012-01-01JOE WARREN
0012011-01-01JOE WARREN JOE WARREN2012-10-10
0012009-01-01JOE WARREN JOE WARREN2010-10-08

Plan Statistics for PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.

401k plan membership statisitcs for PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.

Measure Date Value
2022: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2022 401k membership
Market value of plan assets2022-12-314,150,836
Acturial value of plan assets2022-12-313,889,523
Funding target for retired participants and beneficiaries receiving payment2022-12-312,821,812
Number of terminated vested participants2022-12-3115
Fundng target for terminated vested participants2022-12-31396,337
Active participant vested funding target2022-12-31524,232
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-31524,232
Total participant count2022-12-3176
Total funding target for all participants2022-12-313,742,381
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 contributions2022-12-3136,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3138,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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
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 date2022-12-310
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 cost2022-12-3189,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2021 401k membership
Market value of plan assets2021-12-314,119,004
Acturial value of plan assets2021-12-313,707,104
Funding target for retired participants and beneficiaries receiving payment2021-12-312,898,259
Number of terminated vested participants2021-12-3114
Fundng target for terminated vested participants2021-12-31299,582
Active participant vested funding target2021-12-31607,784
Number of active participants2021-12-3123
Total funding liabilities for active participants2021-12-31607,784
Total participant count2021-12-3181
Total funding target for all participants2021-12-313,805,625
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 contributions2021-12-3110,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3110,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 contributions2021-12-31124,710
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 date2021-12-31119,996
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 cost2021-12-3174,000
Net shortfall amortization installment of oustanding balance2021-12-3198,521
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3183,186
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3183,186
Contributions allocatedtoward minimum required contributions for current year2021-12-31119,996
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2020 401k membership
Market value of plan assets2020-12-313,721,270
Acturial value of plan assets2020-12-313,445,864
Funding target for retired participants and beneficiaries receiving payment2020-12-312,964,521
Number of terminated vested participants2020-12-3113
Fundng target for terminated vested participants2020-12-31283,559
Active participant vested funding target2020-12-31730,123
Number of active participants2020-12-3126
Total funding liabilities for active participants2020-12-31730,123
Total participant count2020-12-3181
Total funding target for all participants2020-12-313,978,203
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 contributions2020-12-3141,660
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3143,905
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 contributions2020-12-31223,883
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 date2020-12-31216,689
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 cost2020-12-3197,000
Net shortfall amortization installment of oustanding balance2020-12-31532,339
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31206,387
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31206,387
Contributions allocatedtoward minimum required contributions for current year2020-12-31216,689
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2019 401k membership
Market value of plan assets2019-12-313,195,672
Acturial value of plan assets2019-12-313,270,855
Funding target for retired participants and beneficiaries receiving payment2019-12-312,880,347
Number of terminated vested participants2019-12-3115
Fundng target for terminated vested participants2019-12-31327,133
Active participant vested funding target2019-12-31875,461
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-31875,461
Total participant count2019-12-3184
Total funding target for all participants2019-12-314,082,941
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3148,892
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 balance2019-12-3148,892
Present value of excess contributions2019-12-31165,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31174,732
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 elections2019-12-3148,344
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31266,170
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 date2019-12-31253,159
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 cost2019-12-3152,800
Net shortfall amortization installment of oustanding balance2019-12-31812,086
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31211,499
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31211,499
Contributions allocatedtoward minimum required contributions for current year2019-12-31253,159
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2018 401k membership
Market value of plan assets2018-12-313,279,762
Acturial value of plan assets2018-12-313,133,829
Funding target for retired participants and beneficiaries receiving payment2018-12-312,942,646
Number of terminated vested participants2018-12-3114
Fundng target for terminated vested participants2018-12-31303,040
Active participant vested funding target2018-12-31847,101
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-31847,101
Total participant count2018-12-3183
Total funding target for all participants2018-12-314,092,787
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3142,671
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 balance2018-12-3142,671
Present value of excess contributions2018-12-315,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,477
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 year2018-12-3148,892
Total employer contributions2018-12-31312,555
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 date2018-12-31297,067
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-311,007,850
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31131,554
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31131,554
Contributions allocatedtoward minimum required contributions for current year2018-12-31297,067
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2017 401k membership
Market value of plan assets2017-12-313,035,168
Acturial value of plan assets2017-12-313,129,879
Funding target for retired participants and beneficiaries receiving payment2017-12-311,913,848
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-31264,766
Active participant vested funding target2017-12-311,654,110
Number of active participants2017-12-3131
Total funding liabilities for active participants2017-12-311,654,110
Total participant count2017-12-3183
Total funding target for all participants2017-12-313,832,724
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3140,516
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 balance2017-12-3140,516
Present value of excess contributions2017-12-3145,670
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3148,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3142,671
Total employer contributions2017-12-3190,000
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 date2017-12-3187,398
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31745,516
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3182,220
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3182,220
Contributions allocatedtoward minimum required contributions for current year2017-12-3187,398
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2016 401k membership
Market value of plan assets2016-12-313,016,879
Acturial value of plan assets2016-12-313,182,722
Funding target for retired participants and beneficiaries receiving payment2016-12-311,973,802
Number of terminated vested participants2016-12-3115
Fundng target for terminated vested participants2016-12-31282,232
Active participant vested funding target2016-12-311,585,216
Number of active participants2016-12-3132
Total funding liabilities for active participants2016-12-311,585,216
Total participant count2016-12-3187
Total funding target for all participants2016-12-313,841,250
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 contributions2016-12-3138,147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3140,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3140,516
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 year2016-12-3140,516
Total employer contributions2016-12-31120,000
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 date2016-12-31115,790
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31699,044
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3170,120
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3170,120
Contributions allocatedtoward minimum required contributions for current year2016-12-31115,790
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-0131
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01104
2013: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0140
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01116
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.

Measure Date Value
2015 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$144,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$469,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$455,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$120,000
Value of total assets at end of year2015-12-31$3,016,879
Value of total assets at beginning of year2015-12-31$3,341,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,979
Total interest from all sources2015-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$99,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$99,847
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-325,107
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,016,879
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,341,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,960,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,340,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$55,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$120,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$455,517
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$279,649
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$281,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$267,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$123,000
Value of total assets at end of year2014-12-31$3,341,986
Value of total assets at beginning of year2014-12-31$3,343,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,958
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$140,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$140,711
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,719
Other income not declared elsewhere2014-12-31$6,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,341,986
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,343,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,340,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,341,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$123,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$267,262
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$643,445
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$278,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$265,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$146,000
Value of total assets at end of year2013-12-31$3,343,557
Value of total assets at beginning of year2013-12-31$2,978,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,815
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$102,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$102,243
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,898
Other income not declared elsewhere2013-12-31$11,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$365,373
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,343,557
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,978,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,341,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,976,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$383,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$146,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$265,257
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2013-12-31560574444
2012 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$475,114
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$277,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$265,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,812
Value of total assets at end of year2012-12-31$2,978,184
Value of total assets at beginning of year2012-12-31$2,780,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,991
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$83,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$83,729
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,772
Other income not declared elsewhere2012-12-31$482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$197,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,978,184
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,780,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,976,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,693,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$270,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$120,812
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$73,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$265,249
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2012-12-31560574444
2011 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$128,345
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$251,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$239,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$170,000
Value of total assets at end of year2011-12-31$2,780,310
Value of total assets at beginning of year2011-12-31$2,903,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,924
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$76,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$76,096
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,126
Other income not declared elsewhere2011-12-31$-996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-123,210
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,780,310
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,903,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,693,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,821,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-116,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$170,000
Employer contributions (assets) at end of year2011-12-31$73,000
Employer contributions (assets) at beginning of year2011-12-31$78,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$239,631
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2011-12-31560574444
2010 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$428,433
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$224,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$133,987
Value of total assets at end of year2010-12-31$2,903,520
Value of total assets at beginning of year2010-12-31$2,699,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,152
Total interest from all sources2010-12-31$-3,069
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$76,120
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$203,726
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,903,520
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,699,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,821,382
Income. Interest from US Government securities2010-12-31$-3,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,612,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,612,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$221,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$133,987
Employer contributions (assets) at end of year2010-12-31$78,987
Employer contributions (assets) at beginning of year2010-12-31$84,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2010-12-31560574444
2009 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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 PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC.

2015: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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