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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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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
0012023-01-01JOE WARREN2024-06-26 JOE WARREN2024-06-26
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

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

Measure Date Value
2024 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-261054395
Net assets as of the end of the plan year2024-06-260
Total assets as of the beginning of the plan year2024-06-262956956
Value of plan covered by a fidelity bond2024-06-26400000
Other expenses paid from plan in this plan year2024-06-2685024
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-26-2011728
Plan net income in this plan year2024-06-26-2956956
Net assets as of the end of the plan year2024-06-260
Net assets as of the beginning of the plan year2024-06-262956956
Employer contributions to plan in this plan year2024-06-26109167
Fees paid to broker by Benefit Provider2024-06-267099
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2662027
2022 : PENSION PLAN FOR THE EMPLOYEES OF APPALACHIAN ELECTRONIC INSTRUMENTS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-11477289
Net assets as of the end of the plan year2022-10-114151708
Total assets as of the beginning of the plan year2022-10-114119101
Value of plan covered by a fidelity bond2022-10-11400000
Participant contributions to plan in this plan year2022-10-110
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11385186
Plan net income in this plan year2022-10-1132607
Net assets as of the end of the plan year2022-10-114151708
Net assets as of the beginning of the plan year2022-10-114119101
Employer contributions to plan in this plan year2022-10-11124710
Fees paid to broker by Benefit Provider2022-10-1110096
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-11122711
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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