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RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

A. DUDA & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:A. DUDA & SONS, INC.
Employer identification number (EIN):590700499
NAIC Classification:111210
NAIC Description:Vegetable and Melon Farming

Additional information about A. DUDA & SONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1953-08-27
Company Identification Number: 175048
Legal Registered Office Address: 1200 DUDA TRAIL

OVIEDO

32765

More information about A. DUDA & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MARK ENGWALL2022-10-04
0012020-01-01MARK ENGWALL2021-10-05 MARK ENGWALL2021-10-05
0012019-01-01MARK ENGWALL2020-10-02
0012018-01-01MARK ENGWALL2019-10-04
0012017-01-01
0012017-01-01MARK ENGWALL2019-09-23 MARK ENGWALL2019-09-23
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01TIMOTHY ABRAMIC
0012011-01-01MARK ENGWALL
0012010-01-01MARK ENGWALL MARK ENGWALL2011-10-17
0012009-01-01MARK ENGWALL MARK ENGWALL2010-10-12

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2022 401k membership
Market value of plan assets2022-12-3138,597,037
Acturial value of plan assets2022-12-3137,672,460
Funding target for retired participants and beneficiaries receiving payment2022-12-3128,793,587
Number of terminated vested participants2022-12-31202
Fundng target for terminated vested participants2022-12-314,524,923
Active participant vested funding target2022-12-311,884,980
Number of active participants2022-12-3172
Total funding liabilities for active participants2022-12-311,891,696
Total participant count2022-12-311,194
Total funding target for all participants2022-12-3135,210,206
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 contributions2022-12-31708,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31747,407
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
Total employer contributions2022-12-31278,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31272,236
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
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 cost2022-12-31175,765
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 year2022-12-31272,236
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2021 401k membership
Market value of plan assets2021-12-3135,907,255
Acturial value of plan assets2021-12-3132,639,104
Funding target for retired participants and beneficiaries receiving payment2021-12-3129,102,855
Number of terminated vested participants2021-12-31248
Fundng target for terminated vested participants2021-12-315,746,828
Active participant vested funding target2021-12-311,943,989
Number of active participants2021-12-3182
Total funding liabilities for active participants2021-12-311,964,208
Total participant count2021-12-311,253
Total funding target for all participants2021-12-3136,813,891
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 contributions2021-12-311,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,072
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 contributions2021-12-311,299,000
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 date2021-12-311,262,826
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-31164,783
Net shortfall amortization installment of oustanding balance2021-12-314,174,787
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31554,047
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31554,047
Contributions allocatedtoward minimum required contributions for current year2021-12-311,262,826
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,190
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2020 401k membership
Market value of plan assets2020-12-3133,069,743
Acturial value of plan assets2020-12-3131,593,887
Funding target for retired participants and beneficiaries receiving payment2020-12-3130,354,777
Number of terminated vested participants2020-12-31261
Fundng target for terminated vested participants2020-12-315,981,580
Active participant vested funding target2020-12-312,447,400
Number of active participants2020-12-3194
Total funding liabilities for active participants2020-12-312,488,531
Total participant count2020-12-311,286
Total funding target for all participants2020-12-3138,824,888
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 contributions2020-12-311,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,173
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 contributions2020-12-311,807,000
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 date2020-12-311,731,202
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-31144,114
Net shortfall amortization installment of oustanding balance2020-12-317,231,001
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,730,183
Additional cash requirement2020-12-311,730,183
Contributions allocatedtoward minimum required contributions for current year2020-12-311,731,202
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,230
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-01642
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01282
Total participants2020-01-011,190
2019: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2019 401k membership
Market value of plan assets2019-12-3128,594,861
Acturial value of plan assets2019-12-3129,958,351
Funding target for retired participants and beneficiaries receiving payment2019-12-3130,745,671
Number of terminated vested participants2019-12-31277
Fundng target for terminated vested participants2019-12-316,289,781
Active participant vested funding target2019-12-312,708,695
Number of active participants2019-12-3199
Total funding liabilities for active participants2019-12-312,783,768
Total participant count2019-12-311,311
Total funding target for all participants2019-12-3139,819,220
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3154,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3157,822
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-312,704,000
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 date2019-12-312,545,485
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-31158,033
Net shortfall amortization installment of oustanding balance2019-12-319,860,869
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,544,372
Additional cash requirement2019-12-312,544,372
Contributions allocatedtoward minimum required contributions for current year2019-12-312,545,485
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,275
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Number of retired or separated participants receiving benefits2019-01-01658
Number of other retired or separated participants entitled to future benefits2019-01-01202
Total of all active and inactive participants2019-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01276
Total participants2019-01-011,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2018 401k membership
Market value of plan assets2018-12-3132,206,152
Acturial value of plan assets2018-12-3130,953,595
Funding target for retired participants and beneficiaries receiving payment2018-12-3128,709,775
Number of terminated vested participants2018-12-31310
Fundng target for terminated vested participants2018-12-316,761,337
Active participant vested funding target2018-12-313,476,135
Number of active participants2018-12-31127
Total funding liabilities for active participants2018-12-313,595,669
Total participant count2018-12-311,339
Total funding target for all participants2018-12-3139,066,781
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,263
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,637,000
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 date2018-12-311,516,613
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 cost2018-12-31155,069
Net shortfall amortization installment of oustanding balance2018-12-318,113,186
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,461,821
Additional cash requirement2018-12-311,461,821
Contributions allocatedtoward minimum required contributions for current year2018-12-311,516,613
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,303
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-01677
Number of other retired or separated participants entitled to future benefits2018-01-01231
Total of all active and inactive participants2018-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01268
Total participants2018-01-011,275
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2017 401k membership
Market value of plan assets2017-12-3129,638,326
Acturial value of plan assets2017-12-3129,779,112
Funding target for retired participants and beneficiaries receiving payment2017-12-3128,015,043
Number of terminated vested participants2017-12-31327
Fundng target for terminated vested participants2017-12-316,747,968
Active participant vested funding target2017-12-314,035,865
Number of active participants2017-12-31136
Total funding liabilities for active participants2017-12-314,222,884
Total participant count2017-12-311,352
Total funding target for all participants2017-12-3138,985,895
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31161,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31171,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
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 year2017-12-310
Total employer contributions2017-12-311,438,000
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 date2017-12-311,373,661
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
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 cost2017-12-31163,310
Net shortfall amortization installment of oustanding balance2017-12-319,206,783
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,364,516
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,364,516
Contributions allocatedtoward minimum required contributions for current year2017-12-311,373,661
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,316
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-01645
Number of other retired or separated participants entitled to future benefits2017-01-01260
Total of all active and inactive participants2017-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01271
Total participants2017-01-011,303
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2016 401k membership
Market value of plan assets2016-12-3129,915,426
Acturial value of plan assets2016-12-3132,004,909
Funding target for retired participants and beneficiaries receiving payment2016-12-3128,276,939
Number of terminated vested participants2016-12-31359
Fundng target for terminated vested participants2016-12-317,131,408
Active participant vested funding target2016-12-314,033,888
Number of active participants2016-12-31142
Total funding liabilities for active participants2016-12-314,200,253
Total participant count2016-12-311,391
Total funding target for all participants2016-12-3139,608,600
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 contributions2016-12-31316,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31336,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,260,000
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 date2016-12-311,213,084
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 cost2016-12-31183,151
Net shortfall amortization installment of oustanding balance2016-12-317,603,691
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,051,305
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,051,305
Contributions allocatedtoward minimum required contributions for current year2016-12-311,213,084
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,353
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-01639
Number of other retired or separated participants entitled to future benefits2016-01-01287
Total of all active and inactive participants2016-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01254
Total participants2016-01-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,376
Total number of active participants reported on line 7a of the Form 55002015-01-01142
Number of retired or separated participants receiving benefits2015-01-01647
Number of other retired or separated participants entitled to future benefits2015-01-01319
Total of all active and inactive participants2015-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01245
Total participants2015-01-011,353
2014: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,417
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-01623
Number of other retired or separated participants entitled to future benefits2014-01-01348
Total of all active and inactive participants2014-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01238
Total participants2014-01-011,376
2013: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,469
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-01576
Number of other retired or separated participants entitled to future benefits2013-01-01409
Total of all active and inactive participants2013-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01236
Total participants2013-01-011,397
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,630
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-01554
Number of other retired or separated participants entitled to future benefits2011-01-01505
Total of all active and inactive participants2011-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01255
Total participants2011-01-011,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,650
Total number of active participants reported on line 7a of the Form 55002010-01-01189
Number of retired or separated participants receiving benefits2010-01-01549
Number of other retired or separated participants entitled to future benefits2010-01-01637
Total of all active and inactive participants2010-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01255
Total participants2010-01-011,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,677
Total number of active participants reported on line 7a of the Form 55002009-01-01266
Number of retired or separated participants receiving benefits2009-01-01539
Number of other retired or separated participants entitled to future benefits2009-01-01614
Total of all active and inactive participants2009-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01231
Total participants2009-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

Measure Date Value
2021 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,059,741
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,369,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,195,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,299,000
Value of total assets at end of year2021-12-31$38,597,037
Value of total assets at beginning of year2021-12-31$35,907,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$174,802
Total interest from all sources2021-12-31$135
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$836,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$836,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,771,900
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,221,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$247,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,127
Administrative expenses (other) incurred2021-12-31$38,758
Total non interest bearing cash at end of year2021-12-31$-557,948
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,689,782
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,597,037
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,907,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$136,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,403,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,378,258
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$1,232,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$731,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$683,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$683,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,924,445
Net investment gain or loss from common/collective trusts2021-12-31$121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,299,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$390,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,193,451
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,112,038
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,112,038
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2021-12-31593198021
2020 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,105,005
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,267,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,103,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,807,000
Value of total assets at end of year2020-12-31$35,907,255
Value of total assets at beginning of year2020-12-31$33,069,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,863
Total interest from all sources2020-12-31$1,168
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$673,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$673,210
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,221,129
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,150,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,581
Other income not declared elsewhere2020-12-31$21,316
Administrative expenses (other) incurred2020-12-31$38,896
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,837,512
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,907,255
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,069,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$124,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,378,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,630,689
Value of interest in common/collective trusts at end of year2020-12-31$1,232,325
Value of interest in common/collective trusts at beginning of year2020-12-31$809,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$683,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$852,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$852,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,598,924
Net investment gain or loss from common/collective trusts2020-12-31$3,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,807,000
Employer contributions (assets) at end of year2020-12-31$390,000
Employer contributions (assets) at beginning of year2020-12-31$1,606,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,103,630
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,146,548
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,146,548
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2020-12-31593198021
2019 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,794,313
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,319,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,176,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,704,000
Value of total assets at end of year2019-12-31$33,069,743
Value of total assets at beginning of year2019-12-31$28,594,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,458
Total interest from all sources2019-12-31$6,059
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$721,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$721,210
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,150,579
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,889,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,720
Other income not declared elsewhere2019-12-31$3,523
Administrative expenses (other) incurred2019-12-31$35,703
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,474,882
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,069,743
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,594,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$106,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,630,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,979,286
Value of interest in common/collective trusts at end of year2019-12-31$809,394
Value of interest in common/collective trusts at beginning of year2019-12-31$73,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$852,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$654,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$654,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,341,902
Net investment gain or loss from common/collective trusts2019-12-31$17,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,704,000
Employer contributions (assets) at end of year2019-12-31$1,606,000
Employer contributions (assets) at beginning of year2019-12-31$997,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,176,973
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2019-12-31593198021
2018 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-284,108
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,327,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,170,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,637,000
Value of total assets at end of year2018-12-31$28,594,861
Value of total assets at beginning of year2018-12-31$32,206,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,822
Total interest from all sources2018-12-31$6,689
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$825,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$825,406
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,889,029
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,793,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,013
Other income not declared elsewhere2018-12-31$1,688
Administrative expenses (other) incurred2018-12-31$39,415
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,611,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,594,861
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,206,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$117,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,979,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,326,814
Value of interest in common/collective trusts at end of year2018-12-31$73,197
Value of interest in common/collective trusts at beginning of year2018-12-31$3,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$654,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$426,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$426,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,756,668
Net investment gain or loss from common/collective trusts2018-12-31$1,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,637,000
Employer contributions (assets) at end of year2018-12-31$997,000
Employer contributions (assets) at beginning of year2018-12-31$649,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,170,361
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2018-12-31593198021
2017 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,807,668
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,239,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,086,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,438,000
Value of total assets at end of year2017-12-31$32,206,152
Value of total assets at beginning of year2017-12-31$29,638,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$153,412
Total interest from all sources2017-12-31$2,938
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$618,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$618,609
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,793,290
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,604,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,257
Other income not declared elsewhere2017-12-31$8,355
Administrative expenses (other) incurred2017-12-31$39,348
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,567,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,206,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,638,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$114,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,326,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,176,819
Value of interest in common/collective trusts at end of year2017-12-31$3,128
Value of interest in common/collective trusts at beginning of year2017-12-31$1,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$426,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$533,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$533,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,739,119
Net investment gain or loss from common/collective trusts2017-12-31$647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,438,000
Employer contributions (assets) at end of year2017-12-31$649,000
Employer contributions (assets) at beginning of year2017-12-31$315,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,086,430
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2017-12-31593198021
2016 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,905,425
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,182,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,021,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,260,000
Value of total assets at end of year2016-12-31$29,638,326
Value of total assets at beginning of year2016-12-31$29,915,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$161,403
Total interest from all sources2016-12-31$5,253
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$556,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$556,258
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,604,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,750
Other income not declared elsewhere2016-12-31$44,314
Administrative expenses (other) incurred2016-12-31$20,131
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-277,100
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,638,326
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,915,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$141,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,176,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,272,238
Value of interest in common/collective trusts at end of year2016-12-31$1,102
Value of interest in common/collective trusts at beginning of year2016-12-31$3,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$533,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$629,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$629,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,039,265
Net investment gain or loss from common/collective trusts2016-12-31$335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,260,000
Employer contributions (assets) at end of year2016-12-31$315,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,021,122
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2016-12-31593198021
2015 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2015 401k financial data
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$316,626
Total of all expenses incurred2015-12-31$3,259,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,077,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,626,000
Value of total assets at end of year2015-12-31$29,915,426
Value of total assets at beginning of year2015-12-31$32,857,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$181,587
Total interest from all sources2015-12-31$757
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$624,444
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$624,444
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$9,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$59,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2,282
Administrative expenses (other) incurred2015-12-31$39,227
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,942,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,915,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,857,893
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$142,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,272,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,777,239
Value of interest in common/collective trusts at end of year2015-12-31$3,705
Value of interest in common/collective trusts at beginning of year2015-12-31$13,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$629,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,627,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,627,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,937,005
Net investment gain or loss from common/collective trusts2015-12-31$148
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$1,626,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,077,506
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 name2015-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2015-12-31593198021
2014 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2014 401k financial data
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$1,403,728
Total income from all sources (including contributions)2014-12-31$2,118,355
Total of all expenses incurred2014-12-31$3,770,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,328,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,249,000
Value of total assets at end of year2014-12-31$32,857,893
Value of total assets at beginning of year2014-12-31$35,913,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$441,893
Total interest from all sources2014-12-31$313
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$783,292
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$783,292
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$59,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$49,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,403,728
Other income not declared elsewhere2014-12-31$11,856
Administrative expenses (other) incurred2014-12-31$290,514
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$252,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,651,813
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,857,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,509,706
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$151,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,777,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,477,313
Value of interest in common/collective trusts at end of year2014-12-31$13,769
Value of interest in common/collective trusts at beginning of year2014-12-31$83
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,627,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,165,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,165,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-926,185
Net investment gain or loss from common/collective trusts2014-12-31$79
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$2,249,000
Employer contributions (assets) at end of year2014-12-31$380,000
Employer contributions (assets) at beginning of year2014-12-31$968,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,328,275
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 name2014-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2014-12-31593198021
2013 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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$1,403,728
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$5,411,372
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,388,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,997,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,230,000
Value of total assets at end of year2013-12-31$35,913,434
Value of total assets at beginning of year2013-12-31$32,486,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$390,376
Total interest from all sources2013-12-31$3,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$809,188
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$809,188
Administrative expenses professional fees incurred2013-12-31$49,384
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$49,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$33,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,403,728
Other income not declared elsewhere2013-12-31$18,350
Administrative expenses (other) incurred2013-12-31$197,166
Total non interest bearing cash at end of year2013-12-31$252,845
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$2,023,198
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,509,706
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,486,508
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$143,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,477,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,311,256
Interest earned on other investments2013-12-31$93
Income. Interest from corporate debt instruments2013-12-31$2,845
Value of interest in common/collective trusts at end of year2013-12-31$83
Value of interest in common/collective trusts at beginning of year2013-12-31$15,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,165,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$592,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$592,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,350,281
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$2,230,000
Employer contributions (assets) at end of year2013-12-31$968,500
Employer contributions (assets) at beginning of year2013-12-31$376,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,997,798
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,157,693
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2013-12-31593198021
2011 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,535,460
Total unrealized appreciation/depreciation of assets2011-12-31$-1,535,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,857,741
Total loss/gain on sale of assets2011-12-31$308,849
Total of all expenses incurred2011-12-31$3,575,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,046,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,484,198
Value of total assets at end of year2011-12-31$30,358,948
Value of total assets at beginning of year2011-12-31$32,077,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$529,359
Total interest from all sources2011-12-31$208,927
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$641,770
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$424,118
Administrative expenses professional fees incurred2011-12-31$189,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$70,839
Other income not declared elsewhere2011-12-31$2,141
Administrative expenses (other) incurred2011-12-31$143,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,718,200
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,358,948
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,077,148
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$196,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,031,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,481,542
Income. Interest from corporate debt instruments2011-12-31$208,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$956,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,290,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,290,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-252,684
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$2,484,198
Employer contributions (assets) at end of year2011-12-31$898,563
Employer contributions (assets) at beginning of year2011-12-31$1,228,091
Income. Dividends from common stock2011-12-31$217,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,046,582
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,909,606
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,028,644
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$12,492,254
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,048,170
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
Aggregate proceeds on sale of assets2011-12-31$20,049,210
Aggregate carrying amount (costs) on sale of assets2011-12-31$19,740,361
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 name2011-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2011-12-31593198021
2010 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,640,039
Total unrealized appreciation/depreciation of assets2010-12-31$1,640,039
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$6,150,105
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,398,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,861,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,635,679
Value of total assets at end of year2010-12-31$32,077,148
Value of total assets at beginning of year2010-12-31$29,325,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$537,644
Total interest from all sources2010-12-31$130,680
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$513,824
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$322,401
Administrative expenses professional fees incurred2010-12-31$222,854
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Administrative expenses (other) incurred2010-12-31$160,017
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$2,751,360
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,077,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,325,788
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$154,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,481,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,408,605
Income. Interest from corporate debt instruments2010-12-31$130,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,290,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,344,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,344,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,229,883
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$2,635,679
Employer contributions (assets) at end of year2010-12-31$1,228,091
Employer contributions (assets) at beginning of year2010-12-31$1,289,323
Income. Dividends from common stock2010-12-31$191,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,861,101
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,028,644
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,512,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,048,170
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,771,270
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 name2010-12-31H BRUCE FRUTCHEY & ASSOCIATES CPA'S
Accountancy firm EIN2010-12-31591734505
2009 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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 RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

2021: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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
2011: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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
2010: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, 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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