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Plan Name | RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | AHLSTROM-MUNKSJO FILTRATION LLC |
Employer identification number (EIN): | 621801781 |
NAIC Classification: | 322100 |
Additional information about AHLSTROM-MUNKSJO FILTRATION LLC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 1999-11-09 |
Company Identification Number: | 3123177 |
Legal Registered Office Address: |
874 Walker Rd Ste C Dover United States of America (USA) 19904 |
More information about AHLSTROM-MUNKSJO FILTRATION LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | STEPHEN SCHOOLCRAFT | 2023-10-09 | ||
004 | 2021-01-01 | MATTHEW SPAULDING | 2022-10-12 | ||
004 | 2020-01-01 | BRUCE WEST | 2021-10-13 | ||
004 | 2020-01-01 | BRUCE WEST | 2022-06-01 | ||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | ||||
004 | 2016-01-01 | ||||
004 | 2015-01-01 | ||||
004 | 2014-01-01 | ||||
004 | 2013-01-01 | ||||
004 | 2012-01-01 | SHARON YOUNG | |||
004 | 2011-01-01 | LEONARD MIRAHVER | |||
004 | 2009-01-01 | LEONARD MIRAHVER |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 8,059,583 |
Acturial value of plan assets | 2022-12-31 | 7,838,823 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 4,639,392 |
Number of terminated vested participants | 2022-12-31 | 8 |
Fundng target for terminated vested participants | 2022-12-31 | 392,327 |
Active participant vested funding target | 2022-12-31 | 1,863,634 |
Number of active participants | 2022-12-31 | 16 |
Total funding liabilities for active participants | 2022-12-31 | 1,903,895 |
Total participant count | 2022-12-31 | 56 |
Total funding target for all participants | 2022-12-31 | 6,935,614 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 14,470 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 14,470 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 15,237 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 92,345 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 8,063,188 |
Acturial value of plan assets | 2021-12-31 | 7,256,870 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 4,109,172 |
Number of terminated vested participants | 2021-12-31 | 8 |
Fundng target for terminated vested participants | 2021-12-31 | 393,744 |
Active participant vested funding target | 2021-12-31 | 2,269,068 |
Number of active participants | 2021-12-31 | 20 |
Total funding liabilities for active participants | 2021-12-31 | 2,316,205 |
Total participant count | 2021-12-31 | 58 |
Total funding target for all participants | 2021-12-31 | 6,819,121 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 12,304 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 12,304 |
Present value of excess contributions | 2021-12-31 | 128,134 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 135,502 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 14,470 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 132,355 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
2020: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 7,075,451 |
Acturial value of plan assets | 2020-12-31 | 6,692,961 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 3,043,975 |
Number of terminated vested participants | 2020-12-31 | 11 |
Fundng target for terminated vested participants | 2020-12-31 | 847,880 |
Active participant vested funding target | 2020-12-31 | 2,476,061 |
Number of active participants | 2020-12-31 | 23 |
Total funding liabilities for active participants | 2020-12-31 | 2,528,830 |
Total participant count | 2020-12-31 | 55 |
Total funding target for all participants | 2020-12-31 | 6,420,685 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 156,450 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 146,323 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 10,127 |
Present value of excess contributions | 2020-12-31 | 5,493 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 6,674 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 12,304 |
Total employer contributions | 2020-12-31 | 133,200 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 128,134 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 155,910 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 128,134 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 6,099,376 |
Acturial value of plan assets | 2019-12-31 | 6,342,330 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 3,179,576 |
Number of terminated vested participants | 2019-12-31 | 8 |
Fundng target for terminated vested participants | 2019-12-31 | 447,197 |
Active participant vested funding target | 2019-12-31 | 2,635,859 |
Number of active participants | 2019-12-31 | 26 |
Total funding liabilities for active participants | 2019-12-31 | 2,693,299 |
Total participant count | 2019-12-31 | 55 |
Total funding target for all participants | 2019-12-31 | 6,320,072 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 163,309 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 163,309 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 156,450 |
Total employer contributions | 2019-12-31 | 6,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 5,493 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 124,518 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 134,192 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 146,323 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 146,323 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 5,493 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 6,701,815 |
Acturial value of plan assets | 2018-12-31 | 6,212,229 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,707,183 |
Number of terminated vested participants | 2018-12-31 | 7 |
Fundng target for terminated vested participants | 2018-12-31 | 384,223 |
Active participant vested funding target | 2018-12-31 | 2,728,283 |
Number of active participants | 2018-12-31 | 30 |
Total funding liabilities for active participants | 2018-12-31 | 2,788,658 |
Total participant count | 2018-12-31 | 55 |
Total funding target for all participants | 2018-12-31 | 5,880,064 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 315,771 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 178,074 |
Amount remaining of prefunding balance | 2018-12-31 | 137,697 |
Present value of excess contributions | 2018-12-31 | 516,300 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 569,546 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 163,309 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 129,573 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 5,396,476 |
Acturial value of plan assets | 2017-12-31 | 5,514,971 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,448,561 |
Number of terminated vested participants | 2017-12-31 | 8 |
Fundng target for terminated vested participants | 2017-12-31 | 349,133 |
Active participant vested funding target | 2017-12-31 | 2,590,432 |
Number of active participants | 2017-12-31 | 32 |
Total funding liabilities for active participants | 2017-12-31 | 2,650,367 |
Total participant count | 2017-12-31 | 56 |
Total funding target for all participants | 2017-12-31 | 5,448,061 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 288,639 |
Amount remaining of prefunding balance | 2017-12-31 | 288,639 |
Present value of excess contributions | 2017-12-31 | 473,128 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 502,225 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 315,771 |
Total employer contributions | 2017-12-31 | 600,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 547,436 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 164,661 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 248,861 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 209,204 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 178,068 |
Additional cash requirement | 2017-12-31 | 31,136 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 547,436 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
2016: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 7,352,096 |
Acturial value of plan assets | 2016-12-31 | 7,685,765 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 4,254,898 |
Number of terminated vested participants | 2016-12-31 | 28 |
Fundng target for terminated vested participants | 2016-12-31 | 917,720 |
Active participant vested funding target | 2016-12-31 | 2,147,629 |
Number of active participants | 2016-12-31 | 32 |
Total funding liabilities for active participants | 2016-12-31 | 2,413,750 |
Total participant count | 2016-12-31 | 119 |
Total funding target for all participants | 2016-12-31 | 7,586,368 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 296,771 |
Amount remaining of prefunding balance | 2016-12-31 | 296,771 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 288,639 |
Total employer contributions | 2016-12-31 | 705,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 658,017 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 153,622 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 189,242 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 184,889 |
Additional cash requirement | 2016-12-31 | 184,889 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 658,017 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 56 |
Total participants | 2016-01-01 | 56 |
2015: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 59 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 28 |
Total of all active and inactive participants | 2015-01-01 | 119 |
Total participants | 2015-01-01 | 119 |
2014: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 26 |
Total of all active and inactive participants | 2014-01-01 | 119 |
Total participants | 2014-01-01 | 119 |
2013: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 120 |
Total participants | 2013-01-01 | 120 |
2012: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 27 |
Total of all active and inactive participants | 2012-01-01 | 121 |
Total participants | 2012-01-01 | 121 |
2011: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2016 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $14,164 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,176 |
Total income from all sources (including contributions) | 2016-12-31 | $1,362,496 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,319,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,232,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $705,000 |
Value of total assets at end of year | 2016-12-31 | $5,402,999 |
Value of total assets at beginning of year | 2016-12-31 | $7,352,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $86,988 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $230,889 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $230,889 |
Administrative expenses professional fees incurred | 2016-12-31 | $23,971 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,043 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $16,055 |
Administrative expenses (other) incurred | 2016-12-31 | $58,346 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $14,164 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $7,176 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $32,141 |
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 | $-1,956,512 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,388,835 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,345,347 |
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 |
Investment advisory and management fees | 2016-12-31 | $4,671 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,692,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,304,327 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $426,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 |
Contributions received in cash from employer | 2016-12-31 | $705,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $705,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,232,020 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,182,527 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,182,527 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLUM, SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2016-12-31 | 061009205 |
2015 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,176 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $10,822 |
Total income from all sources (including contributions) | 2015-12-31 | $-192,153 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $463,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $366,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $7,352,523 |
Value of total assets at beginning of year | 2015-12-31 | $8,011,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $96,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $241,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $241,064 |
Administrative expenses professional fees incurred | 2015-12-31 | $34,901 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $16,055 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $16,608 |
Administrative expenses (other) incurred | 2015-12-31 | $33,351 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $7,176 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $10,822 |
Total non interest bearing cash at end of year | 2015-12-31 | $32,141 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $30,015 |
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 | $-655,162 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,345,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,000,509 |
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 |
Investment advisory and management fees | 2015-12-31 | $27,849 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,304,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,964,708 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-433,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 |
Contributions received in cash from employer | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $366,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $199,787 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $199,787 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUM, SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2015-12-31 | 061009205 |
2014 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $10,822 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,497 |
Total income from all sources (including contributions) | 2014-12-31 | $1,018,221 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $452,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $370,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $8,011,331 |
Value of total assets at beginning of year | 2014-12-31 | $7,442,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $81,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $241,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $241,463 |
Administrative expenses professional fees incurred | 2014-12-31 | $41,072 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $16,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $15,939 |
Administrative expenses (other) incurred | 2014-12-31 | $11,788 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $10,822 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $8,497 |
Total non interest bearing cash at end of year | 2014-12-31 | $30,015 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $29,976 |
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 | $566,173 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,000,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,434,336 |
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 |
Investment advisory and management fees | 2014-12-31 | $28,893 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,964,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,396,918 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $776,758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 |
Contributions received in cash from employer | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $370,295 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $67,603 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $67,603 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLUM, SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2014-12-31 | 061009205 |
2013 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,497 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,515 |
Total income from all sources (including contributions) | 2013-12-31 | $407,152 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $410,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $339,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $7,442,833 |
Value of total assets at beginning of year | 2013-12-31 | $7,446,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $70,568 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $232,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $232,110 |
Administrative expenses professional fees incurred | 2013-12-31 | $35,707 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $15,939 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $13,632 |
Administrative expenses (other) incurred | 2013-12-31 | $8,034 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $8,497 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $8,515 |
Total non interest bearing cash at end of year | 2013-12-31 | $29,976 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $28,145 |
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 | $-3,309 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,434,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,437,645 |
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 |
Investment advisory and management fees | 2013-12-31 | $26,827 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,396,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,404,383 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $175,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $339,893 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $62,566 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $62,566 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLUM SHAPIRO & COMPANY |
Accountancy firm EIN | 2013-12-31 | 061009205 |
2012 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,515 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,415 |
Total income from all sources (including contributions) | 2012-12-31 | $1,159,458 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $390,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $317,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $240,000 |
Value of total assets at end of year | 2012-12-31 | $7,446,160 |
Value of total assets at beginning of year | 2012-12-31 | $6,681,264 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $73,082 |
Total interest from all sources | 2012-12-31 | $60 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $217,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $217,162 |
Administrative expenses professional fees incurred | 2012-12-31 | $43,275 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $13,632 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $12,124 |
Administrative expenses (other) incurred | 2012-12-31 | $5,353 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $8,515 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $12,415 |
Total non interest bearing cash at end of year | 2012-12-31 | $28,145 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $25,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $768,796 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,437,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,668,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $24,454 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,404,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,169,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $474,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $474,106 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $60 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $702,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $317,580 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $777,546 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $777,546 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLUM SHAPIRO& COMPANY |
Accountancy firm EIN | 2012-12-31 | 061009205 |
2011 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $15,956 |
Total income from all sources (including contributions) | 2011-12-31 | $1,432,458 |
Total loss/gain on sale of assets | 2011-12-31 | $304,071 |
Total of all expenses incurred | 2011-12-31 | $379,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $301,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,005,000 |
Value of total assets at end of year | 2011-12-31 | $6,681,264 |
Value of total assets at beginning of year | 2011-12-31 | $5,631,752 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $78,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $160,689 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $160,689 |
Administrative expenses professional fees incurred | 2011-12-31 | $49,179 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $12,124 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $5,164 |
Administrative expenses (other) incurred | 2011-12-31 | $9,679 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $12,415 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $15,956 |
Total non interest bearing cash at end of year | 2011-12-31 | $25,903 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $23,332 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,053,053 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,668,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,615,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $19,164 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,169,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,148,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $474,106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $390,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $390,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-37,302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,005,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $65,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $301,383 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $5,343,772 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $5,039,701 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLUM SHAPIRO & CO |
Accountancy firm EIN | 2011-12-31 | 061009205 |
2010 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $15,956 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,963 |
Total income from all sources (including contributions) | 2010-12-31 | $1,522,692 |
Total loss/gain on sale of assets | 2010-12-31 | $68,314 |
Total of all expenses incurred | 2010-12-31 | $361,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $285,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $890,000 |
Value of total assets at end of year | 2010-12-31 | $5,631,752 |
Value of total assets at beginning of year | 2010-12-31 | $4,465,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $76,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $115,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $115,520 |
Administrative expenses professional fees incurred | 2010-12-31 | $49,535 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $5,164 |
Administrative expenses (other) incurred | 2010-12-31 | $11,121 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $15,956 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $10,963 |
Total non interest bearing cash at end of year | 2010-12-31 | $23,332 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $56 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,160,917 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,615,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,454,879 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $15,658 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,148,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,024,528 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $390,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $441,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $441,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $448,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $890,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $65,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $285,461 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,275,499 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,207,185 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BLUM SHAPIRO & CO |
Accountancy firm EIN | 2010-12-31 | 061009205 |
2020: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRINGS 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |