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Plan Name | MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MATERIAL HANDLING SYSTEMS, INC |
Employer identification number (EIN): | 611350369 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about MATERIAL HANDLING SYSTEMS, INC
Jurisdiction of Incorporation: | Alaska Department Commerce, Community & Economic Development |
Incorporation Date: | 2007-11-09 |
Company Identification Number: | 112250 |
Legal Registered Office Address: |
3955 E. BLUE LICK ROAD LOUISVILLE United States of America (USA) 40229 |
More information about MATERIAL HANDLING SYSTEMS, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | BRIAN JOHNSON | |||
002 | 2016-01-01 | BRIAN JOHNSON | |||
002 | 2015-01-01 | BRIAN JOHNSON | |||
002 | 2014-01-01 | BRIAN JOHNSON | |||
002 | 2013-01-01 | BRIAN JOHNSON | |||
002 | 2012-01-01 | SCOTT MCREYNOLDS | |||
002 | 2011-01-01 | SCOTT MCREYNOLDS | |||
002 | 2010-01-01 | SCOTT MCREYNOLDS | |||
002 | 2009-01-01 | SCOTT MCREYNOLDS | |||
002 | 2009-01-01 | SCOTT MCREYNOLDS | |||
002 | 2008-07-03 | SCOTT MCREYNOLDS |
Measure | Date | Value |
---|---|---|
2017: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 41 |
Total of all active and inactive participants | 2017-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 277 |
Number of participants with account balances | 2017-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 214 |
Number of participants with account balances | 2016-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 27 |
Total of all active and inactive participants | 2015-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 165 |
Number of participants with account balances | 2015-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 147 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 14 |
2013: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 134 |
Number of participants with account balances | 2013-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 102 |
Number of participants with account balances | 2012-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 75 |
Total participants | 2011-01-01 | 75 |
Number of participants with account balances | 2011-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 21 |
Total of all active and inactive participants | 2010-01-01 | 64 |
Total participants | 2010-01-01 | 64 |
Number of participants with account balances | 2010-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 64 |
Number of participants with account balances | 2009-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-07-03 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-03 | 64 |
Number of retired or separated participants receiving benefits | 2008-07-03 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-07-03 | 0 |
Total of all active and inactive participants | 2008-07-03 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-03 | 0 |
Total participants | 2008-07-03 | 64 |
Number of participants with account balances | 2008-07-03 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-03 | 0 |
Measure | Date | Value |
---|---|---|
2017 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
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 | $7,107,009 |
Expenses. Interest paid | 2017-12-31 | $348,937 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $348,937 |
Total income from all sources (including contributions) | 2017-12-31 | $16,751,418 |
Total of all expenses incurred | 2017-12-31 | $7,772,865 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,423,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $631,356 |
Value of total assets at end of year | 2017-12-31 | $405,624,544 |
Value of total assets at beginning of year | 2017-12-31 | $403,753,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $250 |
Total interest from all sources | 2017-12-31 | $1,255,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $7,929,154 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $7,929,154 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,978,553 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $405,624,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $396,645,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $405,624,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $1,255,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,935,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $403,753,000 |
Contributions received in cash from employer | 2017-12-31 | $631,356 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,423,678 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $7,107,009 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | RINEY HANCOCK CPAS PSC |
Accountancy firm EIN | 2017-12-31 | 610920132 |
2016 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $309,596,000 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $309,596,000 |
Total transfer of assets from this plan | 2016-12-31 | $780,893 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,107,009 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,375,682 |
Expenses. Interest paid | 2016-12-31 | $362,683 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $362,683 |
Total income from all sources (including contributions) | 2016-12-31 | $311,237,867 |
Total of all expenses incurred | 2016-12-31 | $592,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $229,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,641,867 |
Value of total assets at end of year | 2016-12-31 | $403,753,000 |
Value of total assets at beginning of year | 2016-12-31 | $94,157,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $310,645,566 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $396,645,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $86,781,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $403,753,000 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $94,157,000 |
Contributions received in cash from employer | 2016-12-31 | $1,641,867 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $229,618 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $7,107,009 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $7,375,682 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MOUNTJOY CHILTON MEDLEY |
Accountancy firm EIN | 2016-12-31 | 271235638 |
2015 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $18,893,000 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $18,893,000 |
Total transfer of assets from this plan | 2015-12-31 | $497,205 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,375,682 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,631,279 |
Expenses. Interest paid | 2015-12-31 | $375,759 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $375,759 |
Total income from all sources (including contributions) | 2015-12-31 | $20,085,685 |
Total of all expenses incurred | 2015-12-31 | $441,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $66,158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,192,685 |
Value of total assets at end of year | 2015-12-31 | $94,157,000 |
Value of total assets at beginning of year | 2015-12-31 | $75,266,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $19,643,768 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $86,781,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $67,634,755 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $94,157,000 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $75,264,000 |
Contributions received in cash from employer | 2015-12-31 | $1,192,685 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $66,158 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $7,375,682 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $7,631,279 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MOUNTJOY CHILTON MEDLEY |
Accountancy firm EIN | 2015-12-31 | 271235638 |
2014 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $50,148,000 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $50,148,000 |
Total transfer of assets from this plan | 2014-12-31 | $217,935 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,631,279 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,874,436 |
Expenses. Interest paid | 2014-12-31 | $388,200 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $388,200 |
Total income from all sources (including contributions) | 2014-12-31 | $51,019,356 |
Total of all expenses incurred | 2014-12-31 | $416,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $27,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $871,356 |
Value of total assets at end of year | 2014-12-31 | $75,266,034 |
Value of total assets at beginning of year | 2014-12-31 | $25,123,949 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $50,603,177 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $67,634,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,249,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,034 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $7,949 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $7,949 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $75,264,000 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $25,116,000 |
Contributions received in cash from employer | 2014-12-31 | $871,356 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $27,979 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $7,631,279 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $7,874,436 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MOUNTJOY CHILTON MEDLEY |
Accountancy firm EIN | 2014-12-31 | 271235638 |
2013 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $17,157,000 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $17,157,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7,874,436 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,105,757 |
Expenses. Interest paid | 2013-12-31 | $400,035 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $400,035 |
Total income from all sources (including contributions) | 2013-12-31 | $17,788,425 |
Total of all expenses incurred | 2013-12-31 | $425,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $25,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $631,356 |
Value of total assets at end of year | 2013-12-31 | $25,123,949 |
Value of total assets at beginning of year | 2013-12-31 | $7,992,104 |
Total interest from all sources | 2013-12-31 | $69 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $17,363,166 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,249,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-113,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned on other investments | 2013-12-31 | $69 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $7,949 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $33,104 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $33,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $25,116,000 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $7,959,000 |
Contributions received in cash from employer | 2013-12-31 | $631,356 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $25,224 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $7,874,436 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $8,105,757 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2013-12-31 | 271235638 |
2012 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $8,105,757 |
Total plan liabilities at beginning of year | 2012-12-31 | $8,326,808 |
Total income from all sources | 2012-12-31 | $6,793,355 |
Expenses. Total of all expenses incurred | 2012-12-31 | $417,428 |
Benefits paid (including direct rollovers) | 2012-12-31 | $6,135 |
Total plan assets at end of year | 2012-12-31 | $7,992,104 |
Total plan assets at beginning of year | 2012-12-31 | $1,837,228 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $411,293 |
Other income received | 2012-12-31 | $6,131,999 |
Net income (gross income less expenses) | 2012-12-31 | $6,375,927 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $-113,653 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-6,489,580 |
Assets. Value of employer securities | 2012-12-31 | $7,959,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $661,356 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $8,326,808 |
Total plan liabilities at beginning of year | 2011-12-31 | $8,535,169 |
Total income from all sources | 2011-12-31 | $84,356 |
Expenses. Total of all expenses incurred | 2011-12-31 | $432,767 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,760 |
Total plan assets at end of year | 2011-12-31 | $1,837,228 |
Total plan assets at beginning of year | 2011-12-31 | $2,394,000 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $422,007 |
Other income received | 2011-12-31 | $-567,000 |
Net income (gross income less expenses) | 2011-12-31 | $-348,411 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $-6,489,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-6,141,169 |
Assets. Value of employer securities | 2011-12-31 | $1,827,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $651,356 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $8,535,169 |
Total plan liabilities at beginning of year | 2010-12-31 | $8,734,332 |
Total income from all sources | 2010-12-31 | $1,226,357 |
Expenses. Total of all expenses incurred | 2010-12-31 | $432,194 |
Total plan assets at end of year | 2010-12-31 | $2,394,000 |
Total plan assets at beginning of year | 2010-12-31 | $1,799,000 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $432,194 |
Other income received | 2010-12-31 | $595,000 |
Net income (gross income less expenses) | 2010-12-31 | $794,163 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $-6,141,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-6,935,332 |
Assets. Value of employer securities | 2010-12-31 | $2,394,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $631,357 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2017: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | First time form 5500 has been submitted | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: MATERIAL HANDLING SYSTEMS, INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
2008-07-03 | Type of plan entity | Single employer plan |
2008-07-03 | Submission has been amended | Yes |
2008-07-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2008-07-03 | Plan funding arrangement – Trust | Yes |
2008-07-03 | Plan benefit arrangement - Trust | Yes |