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RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

FAIRFIELD MANUFACTURING COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:FAIRFIELD MANUFACTURING COMPANY INC
Employer identification number (EIN):630500160
NAIC Classification:332210

Additional information about FAIRFIELD MANUFACTURING COMPANY INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-03-20
Company Identification Number: 0801100904
Legal Registered Office Address: PO BOX 7940

LAFAYETTE
United States of America (USA)
47903

More information about FAIRFIELD MANUFACTURING COMPANY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-07-01
0022019-07-01LAURA BOWLES2021-04-15
0022018-07-01
0022018-07-01
0022017-07-01
0022016-07-01MELISSA WEGER
0022015-07-01JANE WOLFE
0022014-07-01JANE WOLFE
0022013-07-01JANE WOLFE
0022012-07-01JANE WOLFE JANE WOLFE2014-04-15
0022011-07-01JANE WOLFE JANE WOLFE2013-04-15
0022010-07-01JANE WOLFE
0022009-07-01 JANE WOLFE2011-04-14
0022009-07-01
0022009-07-01JANE WOLFE
0022009-07-01JANE WOLFE
0022009-07-01JANE WOLFE

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2022 401k membership
Market value of plan assets2022-12-31150,301,798
Acturial value of plan assets2022-12-31150,301,798
Funding target for retired participants and beneficiaries receiving payment2022-12-3196,266,601
Number of terminated vested participants2022-12-31259
Fundng target for terminated vested participants2022-12-3112,973,805
Active participant vested funding target2022-12-3126,089,158
Number of active participants2022-12-31199
Total funding liabilities for active participants2022-12-3129,108,553
Total participant count2022-12-311,553
Total funding target for all participants2022-12-31138,348,959
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31751,751
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31751,751
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31759,118
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,477,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,526
Total number of active participants reported on line 7a of the Form 55002022-01-01171
Number of retired or separated participants receiving benefits2022-01-01878
Number of other retired or separated participants entitled to future benefits2022-01-01232
Total of all active and inactive participants2022-01-011,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01198
Total participants2022-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2021 401k membership
Market value of plan assets2021-12-31160,046,825
Acturial value of plan assets2021-12-31160,046,825
Funding target for retired participants and beneficiaries receiving payment2021-12-3195,860,821
Number of terminated vested participants2021-12-31272
Fundng target for terminated vested participants2021-12-3112,641,812
Active participant vested funding target2021-12-3128,727,471
Number of active participants2021-12-31222
Total funding liabilities for active participants2021-12-3132,024,253
Total participant count2021-12-311,583
Total funding target for all participants2021-12-31140,526,886
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31710,338
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31710,338
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31751,751
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,346,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,556
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-01876
Number of other retired or separated participants entitled to future benefits2021-01-01242
Total of all active and inactive participants2021-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01209
Total participants2021-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2020 401k membership
Market value of plan assets2020-12-31155,494,641
Acturial value of plan assets2020-12-31155,494,641
Funding target for retired participants and beneficiaries receiving payment2020-12-3199,452,262
Number of terminated vested participants2020-12-31277
Fundng target for terminated vested participants2020-12-3112,741,848
Active participant vested funding target2020-12-3129,662,939
Number of active participants2020-12-31228
Total funding liabilities for active participants2020-12-3133,158,546
Total participant count2020-12-311,604
Total funding target for all participants2020-12-31145,352,656
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,010,172
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,395,852
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31614,320
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31710,338
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31200,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-07-011,577
Total number of active participants reported on line 7a of the Form 55002020-07-01222
Number of retired or separated participants receiving benefits2020-07-01868
Number of other retired or separated participants entitled to future benefits2020-07-01255
Total of all active and inactive participants2020-07-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01211
Total participants2020-07-011,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-30143,776,268
Acturial value of plan assets2020-06-30142,572,543
Funding target for retired participants and beneficiaries receiving payment2020-06-3098,500,371
Number of terminated vested participants2020-06-30318
Fundng target for terminated vested participants2020-06-3012,166,179
Active participant vested funding target2020-06-3030,765,560
Number of active participants2020-06-30247
Total funding liabilities for active participants2020-06-3034,580,649
Total participant count2020-06-301,671
Total funding target for all participants2020-06-30145,247,199
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-301,862,995
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-301,862,995
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-302,010,172
Total employer contributions2020-06-30500,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30464,375
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,099,000
Net shortfall amortization installment of oustanding balance2020-06-304,684,828
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-301,860,227
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-301,395,852
Additional cash requirement2020-06-30464,375
Contributions allocatedtoward minimum required contributions for current year2020-06-30464,375
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2019 401k membership
Total participants, beginning-of-year2019-07-011,671
Total number of active participants reported on line 7a of the Form 55002019-07-01228
Number of retired or separated participants receiving benefits2019-07-01890
Number of other retired or separated participants entitled to future benefits2019-07-01259
Total of all active and inactive participants2019-07-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01200
Total participants2019-07-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-30142,002,354
Acturial value of plan assets2019-06-30141,897,126
Funding target for retired participants and beneficiaries receiving payment2019-06-3093,912,257
Number of terminated vested participants2019-06-30334
Fundng target for terminated vested participants2019-06-3011,301,784
Active participant vested funding target2019-06-3034,754,290
Number of active participants2019-06-30258
Total funding liabilities for active participants2019-06-3034,754,290
Total participant count2019-06-301,700
Total funding target for all participants2019-06-30139,968,331
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-302,335,211
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-302,335,211
Present value of excess contributions2019-06-3028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-30609,993
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-301,862,995
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3065,800
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2018 401k membership
Total participants, beginning-of-year2018-07-011,661
Total of all active and inactive participants2018-07-010
Total participants2018-07-010
Total number of active participants reported on line 7a of the Form 55002018-07-01247
Number of retired or separated participants receiving benefits2018-07-01910
Number of other retired or separated participants entitled to future benefits2018-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01204
Market value of plan assets2018-06-30141,994,817
Acturial value of plan assets2018-06-30140,312,034
Funding target for retired participants and beneficiaries receiving payment2018-06-3090,803,410
Number of terminated vested participants2018-06-30340
Fundng target for terminated vested participants2018-06-3010,534,827
Active participant vested funding target2018-06-3036,638,586
Number of active participants2018-06-30283
Total funding liabilities for active participants2018-06-3036,638,586
Total participant count2018-06-301,739
Total funding target for all participants2018-06-30137,976,823
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-302,860,747
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-302,860,747
Present value of excess contributions2018-06-30511,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30542,861
Reductions in prefunding balances due to elections or deemed elections2018-06-30756,684
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-302,335,211
Total employer contributions2018-06-30737,864
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30690,647
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30690,619
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30690,619
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30690,619
Contributions allocatedtoward minimum required contributions for current year2018-06-30690,647
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2017 401k membership
Total participants, beginning-of-year2017-07-011,739
Total number of active participants reported on line 7a of the Form 55002017-07-01258
Number of retired or separated participants receiving benefits2017-07-01920
Number of other retired or separated participants entitled to future benefits2017-07-01328
Total of all active and inactive participants2017-07-011,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01194
Total participants2017-07-011,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-30137,946,111
Acturial value of plan assets2017-06-30139,445,274
Funding target for retired participants and beneficiaries receiving payment2017-06-3086,641,088
Number of terminated vested participants2017-06-30363
Fundng target for terminated vested participants2017-06-3010,874,950
Active participant vested funding target2017-06-3038,450,510
Number of active participants2017-06-30305
Total funding liabilities for active participants2017-06-3038,450,510
Total participant count2017-06-301,785
Total funding target for all participants2017-06-30135,966,548
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-302,654,493
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-302,654,493
Present value of excess contributions2017-06-30971,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-301,032,266
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-302,860,747
Total employer contributions2017-06-301,609,832
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-301,503,694
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,609,830
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30991,851
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30991,851
Contributions allocatedtoward minimum required contributions for current year2017-06-301,503,694
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2016 401k membership
Total participants, beginning-of-year2016-07-011,785
Total number of active participants reported on line 7a of the Form 55002016-07-01283
Number of retired or separated participants receiving benefits2016-07-01936
Number of other retired or separated participants entitled to future benefits2016-07-01340
Total of all active and inactive participants2016-07-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01180
Total participants2016-07-011,739
2015: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2015 401k membership
Total participants, beginning-of-year2015-07-011,811
Total number of active participants reported on line 7a of the Form 55002015-07-01305
Number of retired or separated participants receiving benefits2015-07-01941
Number of other retired or separated participants entitled to future benefits2015-07-01354
Total of all active and inactive participants2015-07-011,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01185
Total participants2015-07-011,785
2014: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2014 401k membership
Total participants, beginning-of-year2014-07-012,181
Total number of active participants reported on line 7a of the Form 55002014-07-01343
Number of retired or separated participants receiving benefits2014-07-01916
Number of other retired or separated participants entitled to future benefits2014-07-01367
Total of all active and inactive participants2014-07-011,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01185
Total participants2014-07-011,811
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2013 401k membership
Total participants, beginning-of-year2013-07-012,209
Total number of active participants reported on line 7a of the Form 55002013-07-01385
Number of retired or separated participants receiving benefits2013-07-011,029
Number of other retired or separated participants entitled to future benefits2013-07-01734
Total of all active and inactive participants2013-07-012,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0133
Total participants2013-07-012,181
2012: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2012 401k membership
Total participants, beginning-of-year2012-07-012,206
Total number of active participants reported on line 7a of the Form 55002012-07-01443
Number of retired or separated participants receiving benefits2012-07-01789
Number of other retired or separated participants entitled to future benefits2012-07-01772
Total of all active and inactive participants2012-07-012,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01173
Total participants2012-07-012,177
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2011 401k membership
Total participants, beginning-of-year2011-07-012,236
Total number of active participants reported on line 7a of the Form 55002011-07-01459
Number of retired or separated participants receiving benefits2011-07-01780
Number of other retired or separated participants entitled to future benefits2011-07-01796
Total of all active and inactive participants2011-07-012,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01171
Total participants2011-07-012,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2010 401k membership
Total participants, beginning-of-year2010-07-012,272
Total number of active participants reported on line 7a of the Form 55002010-07-01486
Number of retired or separated participants receiving benefits2010-07-01758
Number of other retired or separated participants entitled to future benefits2010-07-01829
Total of all active and inactive participants2010-07-012,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-01163
Total participants2010-07-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2009 401k membership
Total participants, beginning-of-year2009-07-012,298
Total number of active participants reported on line 7a of the Form 55002009-07-01518
Number of retired or separated participants receiving benefits2009-07-01722
Number of other retired or separated participants entitled to future benefits2009-07-01858
Total of all active and inactive participants2009-07-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01174
Total participants2009-07-012,272
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-34,963,278
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,525,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,525,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$105,812,840
Value of total assets at beginning of year2022-12-31$150,301,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,488,958
Value of net assets at end of year (total assets less liabilities)2022-12-31$105,812,840
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$150,301,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$105,812,840
Value of interest in master investment trust accounts at beginning of year2022-12-31$150,301,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,525,680
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635706
2021 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$-419,597
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,325,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,325,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$150,301,798
Value of total assets at beginning of year2021-12-31$160,046,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,745,028
Value of net assets at end of year (total assets less liabilities)2021-12-31$150,301,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$160,046,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$150,301,798
Value of interest in master investment trust accounts at beginning of year2021-12-31$160,046,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,325,431
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REHMANN ROBSON LLC
Accountancy firm EIN2021-12-31383635706
2020 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$242,235
Total income from all sources (including contributions)2020-12-31$9,332,111
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,547,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,547,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$160,046,826
Value of total assets at beginning of year2020-12-31$155,504,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,998,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$242,235
Other income not declared elsewhere2020-12-31$168,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,784,335
Value of net assets at end of year (total assets less liabilities)2020-12-31$160,046,826
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$155,262,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,705,385
Value of interest in master investment trust accounts at end of year2020-12-31$160,046,826
Value of interest in master investment trust accounts at beginning of year2020-12-31$149,166,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$134,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$134,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,547,776
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REHMANN ROBSON LLC
Accountancy firm EIN2020-12-31383635706
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$242,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$216,556
Total income from all sources (including contributions)2020-06-30$20,882,676
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$9,703,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,239,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$500,000
Value of total assets at end of year2020-06-30$155,504,726
Value of total assets at beginning of year2020-06-30$144,299,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$464,332
Total interest from all sources2020-06-30$257,317
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$3,998,238
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$3,868,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$242,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$216,556
Other income not declared elsewhere2020-06-30$20,291
Administrative expenses (other) incurred2020-06-30$113,980
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$11,179,195
Value of net assets at end of year (total assets less liabilities)2020-06-30$155,262,491
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$144,083,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$277,752
Value of interest in pooled separate accounts at end of year2020-06-30$1,705,385
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,674,092
Interest earned on other investments2020-06-30$253,898
Value of interest in master investment trust accounts at end of year2020-06-30$149,166,897
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$138,219,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$134,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$536,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$536,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3,419
Net investment gain/loss from pooled separate accounts2020-06-30$20,939
Net investment gain or loss from common/collective trusts2020-06-30$7,973,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$500,000
Employer contributions (assets) at end of year2020-06-30$500,000
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$9,239,149
Contract administrator fees2020-06-30$72,600
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30REHMANN ROBSON LLC
Accountancy firm EIN2020-06-30383635706
2019 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$216,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$205,697
Total income from all sources (including contributions)2019-06-30$11,661,192
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$9,383,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,965,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$144,299,852
Value of total assets at beginning of year2019-06-30$142,011,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$417,645
Total interest from all sources2019-06-30$203,319
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$3,868,672
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$3,807,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$216,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$205,697
Other income not declared elsewhere2019-06-30$3,198
Administrative expenses (other) incurred2019-06-30$65,023
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,277,672
Value of net assets at end of year (total assets less liabilities)2019-06-30$144,083,296
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$141,805,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$246,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$0
Value of interest in pooled separate accounts at end of year2019-06-30$1,674,092
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,643,813
Interest earned on other investments2019-06-30$197,405
Value of interest in common/collective trusts at end of year2019-06-30$138,219,603
Value of interest in common/collective trusts at beginning of year2019-06-30$135,441,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$536,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$564,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$564,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,914
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$29,297
Net investment gain or loss from common/collective trusts2019-06-30$11,425,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$553,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,965,875
Contract administrator fees2019-06-30$106,417
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2019-06-30351090346
2018 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$205,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$137,087
Total income from all sources (including contributions)2018-06-30$9,205,520
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$9,277,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,849,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$737,864
Value of total assets at end of year2018-06-30$142,011,321
Value of total assets at beginning of year2018-06-30$142,015,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$428,545
Total interest from all sources2018-06-30$183,933
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$3,807,833
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$3,795,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$205,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$137,087
Other income not declared elsewhere2018-06-30$10,499
Administrative expenses (other) incurred2018-06-30$66,691
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-72,344
Value of net assets at end of year (total assets less liabilities)2018-06-30$141,805,624
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$141,877,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$253,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$1,643,813
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,633,934
Interest earned on other investments2018-06-30$180,540
Value of interest in common/collective trusts at end of year2018-06-30$135,441,011
Value of interest in common/collective trusts at beginning of year2018-06-30$134,807,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$564,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$570,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$570,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$3,393
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$21,379
Net investment gain or loss from common/collective trusts2018-06-30$8,251,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$737,864
Employer contributions (assets) at end of year2018-06-30$553,398
Employer contributions (assets) at beginning of year2018-06-30$1,207,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$8,849,319
Contract administrator fees2018-06-30$108,504
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2018-06-30351090346
2017 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$137,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$79,837
Total income from all sources (including contributions)2017-06-30$13,137,271
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$9,153,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,728,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,609,832
Value of total assets at end of year2017-06-30$142,015,055
Value of total assets at beginning of year2017-06-30$137,973,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$424,161
Total interest from all sources2017-06-30$189,184
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$3,795,517
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$3,826,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$137,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$79,837
Other income not declared elsewhere2017-06-30$169,478
Administrative expenses (other) incurred2017-06-30$65,231
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,984,230
Value of net assets at end of year (total assets less liabilities)2017-06-30$141,877,968
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$137,893,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$248,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$0
Value of interest in pooled separate accounts at end of year2017-06-30$1,633,934
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,958,100
Interest earned on other investments2017-06-30$187,943
Value of interest in common/collective trusts at end of year2017-06-30$134,807,520
Value of interest in common/collective trusts at beginning of year2017-06-30$130,314,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$570,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$286,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$286,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,241
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$11,823
Net investment gain or loss from common/collective trusts2017-06-30$11,156,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,609,832
Employer contributions (assets) at end of year2017-06-30$1,207,374
Employer contributions (assets) at beginning of year2017-06-30$1,587,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,728,880
Contract administrator fees2017-06-30$109,949
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2017-06-30351090346
2016 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$79,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$12,227,503
Total loss/gain on sale of assets2016-06-30$524,661
Total of all expenses incurred2016-06-30$8,936,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,456,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,116,828
Value of total assets at end of year2016-06-30$137,973,575
Value of total assets at beginning of year2016-06-30$134,603,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$480,031
Total interest from all sources2016-06-30$333,118
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$3,826,166
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$3,862,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$743,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$79,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$3,061
Administrative expenses (other) incurred2016-06-30$480,031
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$4,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$3,290,733
Value of net assets at end of year (total assets less liabilities)2016-06-30$137,893,738
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$134,603,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$55,768,942
Value of interest in pooled separate accounts at end of year2016-06-30$1,958,100
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,505,776
Interest earned on other investments2016-06-30$208,396
Income. Interest from US Government securities2016-06-30$123,870
Value of interest in common/collective trusts at end of year2016-06-30$130,314,957
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$286,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,883,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,883,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$852
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$52,085,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-968,949
Net investment gain/loss from pooled separate accounts2016-06-30$9,597
Net investment gain or loss from common/collective trusts2016-06-30$10,209,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,116,828
Employer contributions (assets) at end of year2016-06-30$1,587,621
Employer contributions (assets) at beginning of year2016-06-30$1,723,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,456,739
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$17,024,824
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$210,472,602
Aggregate carrying amount (costs) on sale of assets2016-06-30$209,947,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2016-06-30351090346
2015 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-22,166
Total unrealized appreciation/depreciation of assets2015-06-30$-22,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$6,288,884
Total loss/gain on sale of assets2015-06-30$-3,700,954
Total of all expenses incurred2015-06-30$16,888,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$16,312,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,115,459
Value of total assets at end of year2015-06-30$134,603,005
Value of total assets at beginning of year2015-06-30$145,202,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$575,621
Total interest from all sources2015-06-30$4,887,115
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,630,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,319,494
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$3,862,730
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$3,920,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$743,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$540,778
Other income not declared elsewhere2015-06-30$8,718
Administrative expenses (other) incurred2015-06-30$200,911
Total non interest bearing cash at end of year2015-06-30$4,816
Total non interest bearing cash at beginning of year2015-06-30$16,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-10,599,394
Value of net assets at end of year (total assets less liabilities)2015-06-30$134,603,005
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$145,202,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$374,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$55,768,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$58,179,710
Value of interest in pooled separate accounts at end of year2015-06-30$1,505,776
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,395,701
Interest earned on other investments2015-06-30$220,103
Income. Interest from US Government securities2015-06-30$2,638,548
Income. Interest from corporate debt instruments2015-06-30$2,027,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,883,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$7,596,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$7,596,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$606
Asset value of US Government securities at end of year2015-06-30$52,085,284
Asset value of US Government securities at beginning of year2015-06-30$12,687,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$370,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,115,459
Employer contributions (assets) at end of year2015-06-30$1,723,582
Employer contributions (assets) at beginning of year2015-06-30$1,974,026
Income. Dividends from common stock2015-06-30$310,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$16,312,657
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$40,994,279
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$17,024,824
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$17,896,155
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$102,455,728
Aggregate carrying amount (costs) on sale of assets2015-06-30$106,156,682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2015-06-30351090346
2014 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$6,091,194
Total unrealized appreciation/depreciation of assets2014-06-30$6,091,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$25,700,782
Total loss/gain on sale of assets2014-06-30$583,028
Total of all expenses incurred2014-06-30$7,992,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$7,385,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,608,442
Value of total assets at end of year2014-06-30$145,202,399
Value of total assets at beginning of year2014-06-30$127,494,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$606,887
Total interest from all sources2014-06-30$2,504,271
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,238,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$927,450
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,920,812
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$3,989,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$540,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$612,624
Other income not declared elsewhere2014-06-30$28,330
Administrative expenses (other) incurred2014-06-30$101,837
Total non interest bearing cash at end of year2014-06-30$16,798
Total non interest bearing cash at beginning of year2014-06-30$1,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$17,707,903
Value of net assets at end of year (total assets less liabilities)2014-06-30$145,202,399
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$127,494,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$505,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$58,179,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$44,322,559
Value of interest in pooled separate accounts at end of year2014-06-30$1,395,701
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,215,440
Interest earned on other investments2014-06-30$220,775
Income. Interest from US Government securities2014-06-30$151,095
Income. Interest from corporate debt instruments2014-06-30$2,132,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$7,596,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$722,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$722,807
Asset value of US Government securities at end of year2014-06-30$12,687,546
Asset value of US Government securities at beginning of year2014-06-30$13,364,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$9,647,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,608,442
Employer contributions (assets) at end of year2014-06-30$1,974,026
Employer contributions (assets) at beginning of year2014-06-30$7,046,564
Income. Dividends from common stock2014-06-30$310,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,385,992
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$40,994,279
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$40,121,627
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$17,896,155
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$16,097,625
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$20,170,193
Aggregate carrying amount (costs) on sale of assets2014-06-30$19,587,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2014-06-30351090346
2013 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-1,485,387
Total unrealized appreciation/depreciation of assets2013-06-30$-1,485,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$19,830,880
Total loss/gain on sale of assets2013-06-30$93,197
Total of all expenses incurred2013-06-30$7,112,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,622,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,474,495
Value of total assets at end of year2013-06-30$127,494,496
Value of total assets at beginning of year2013-06-30$114,776,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$490,120
Total interest from all sources2013-06-30$2,688,031
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,102,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$764,809
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$3,989,792
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$4,083,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$612,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$739,535
Other income not declared elsewhere2013-06-30$105,837
Administrative expenses (other) incurred2013-06-30$58,368
Total non interest bearing cash at end of year2013-06-30$1,365
Total non interest bearing cash at beginning of year2013-06-30$1,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$12,718,000
Value of net assets at end of year (total assets less liabilities)2013-06-30$127,494,496
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$114,776,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$431,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$44,322,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$31,277,209
Value of interest in pooled separate accounts at end of year2013-06-30$1,215,440
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,182,467
Interest earned on other investments2013-06-30$237,589
Income. Interest from US Government securities2013-06-30$344,969
Income. Interest from corporate debt instruments2013-06-30$2,105,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$722,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$315,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$315,271
Asset value of US Government securities at end of year2013-06-30$13,364,093
Asset value of US Government securities at beginning of year2013-06-30$20,439,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$5,852,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$11,474,495
Employer contributions (assets) at end of year2013-06-30$7,046,564
Employer contributions (assets) at beginning of year2013-06-30$3,801,012
Income. Dividends from common stock2013-06-30$337,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$6,622,760
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$40,121,627
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$38,096,560
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$16,097,625
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$14,839,381
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$39,185,523
Aggregate carrying amount (costs) on sale of assets2013-06-30$39,092,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2013-06-30351090346
2012 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$7,363,843
Total unrealized appreciation/depreciation of assets2012-06-30$7,363,843
Total income from all sources (including contributions)2012-06-30$17,060,345
Total loss/gain on sale of assets2012-06-30$370,354
Total of all expenses incurred2012-06-30$6,886,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$6,326,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,984,450
Value of total assets at end of year2012-06-30$114,776,496
Value of total assets at beginning of year2012-06-30$104,602,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$559,711
Total interest from all sources2012-06-30$3,453,013
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,047,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$4,083,726
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$4,198,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$739,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,108,823
Other income not declared elsewhere2012-06-30$46,657
Total non interest bearing cash at end of year2012-06-30$1,345
Total non interest bearing cash at beginning of year2012-06-30$5,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$10,174,005
Value of net assets at end of year (total assets less liabilities)2012-06-30$114,776,496
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$104,602,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$559,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$31,277,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$32,830,286
Value of interest in pooled separate accounts at end of year2012-06-30$1,182,467
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,154,817
Interest earned on other investments2012-06-30$249,522
Income. Interest from US Government securities2012-06-30$1,190,102
Income. Interest from corporate debt instruments2012-06-30$2,013,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$315,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$846,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$846,961
Asset value of US Government securities at end of year2012-06-30$20,439,990
Asset value of US Government securities at beginning of year2012-06-30$14,937,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,209,649
Net investment gain/loss from pooled separate accounts2012-06-30$3,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$6,984,450
Employer contributions (assets) at end of year2012-06-30$3,801,012
Employer contributions (assets) at beginning of year2012-06-30$1,283,377
Income. Dividends from preferred stock2012-06-30$384,389
Income. Dividends from common stock2012-06-30$663,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,326,629
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$32,631,567
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$38,096,560
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$14,839,381
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$15,605,295
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$32,792,552
Aggregate carrying amount (costs) on sale of assets2012-06-30$32,422,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2012-06-30351090346
2011 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$3,060,278
Total unrealized appreciation/depreciation of assets2011-06-30$3,060,278
Total income from all sources (including contributions)2011-06-30$18,828,412
Total loss/gain on sale of assets2011-06-30$-52,262
Total of all expenses incurred2011-06-30$6,361,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$5,963,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,953,377
Value of total assets at end of year2011-06-30$104,602,491
Value of total assets at beginning of year2011-06-30$92,135,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$398,556
Total interest from all sources2011-06-30$3,644,161
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$857,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$466,345
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,108,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$564,649
Other income not declared elsewhere2011-06-30$6,774
Total non interest bearing cash at end of year2011-06-30$5,520
Total non interest bearing cash at beginning of year2011-06-30$5,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,466,787
Value of net assets at end of year (total assets less liabilities)2011-06-30$104,602,491
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$92,135,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$398,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$32,830,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$25,000,739
Value of interest in pooled separate accounts at end of year2011-06-30$1,154,817
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,078,486
Interest earned on other investments2011-06-30$270,650
Income. Interest from US Government securities2011-06-30$1,452,116
Income. Interest from corporate debt instruments2011-06-30$1,920,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$846,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$881,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$881,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,198,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$4,339,446
Asset value of US Government securities at end of year2011-06-30$14,937,124
Asset value of US Government securities at beginning of year2011-06-30$14,923,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$7,358,500
Net investment gain/loss from pooled separate accounts2011-06-30$32
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,953,377
Employer contributions (assets) at end of year2011-06-30$1,283,377
Employer contributions (assets) at beginning of year2011-06-30$500,000
Income. Dividends from common stock2011-06-30$391,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$5,963,069
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$32,631,567
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$31,946,213
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$15,605,295
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$12,896,932
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$27,823,463
Aggregate carrying amount (costs) on sale of assets2011-06-30$27,875,725
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KATZ SAPPER & MILLER LLP
Accountancy firm EIN2011-06-30351090346
2010 : RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF FAIRFIELD MANUFACTURING COMPANY INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Insurance policy start date2020-07-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered1577
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered1671
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered1700
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered1785
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered1811
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered2181
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered2177
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered2206
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA259
Policy instance 1
Insurance contract or identification numberGA259
Number of Individuals Covered2236
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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