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Plan Name | RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | HUDSON PRODUCTS CORPORATION |
Employer identification number (EIN): | 741586257 |
NAIC Classification: | 332900 |
Additional information about HUDSON PRODUCTS CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1967-07-31 |
Company Identification Number: | 0023750800 |
Legal Registered Office Address: |
2200 AIRPORT INDUSTRIAL DR STE 100 BALL GROUND United States of America (USA) 30107 |
More information about HUDSON PRODUCTS CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-02-29 | ||||
002 | 2019-03-01 | ||||
002 | 2018-03-01 | ||||
002 | 2017-03-01 | VENESSA VAUGHT |
Measure | Date | Value |
---|---|---|
2021: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2021 401k membership | ||
Market value of plan assets | 2021-02-28 | 1,905,017 |
Acturial value of plan assets | 2021-02-28 | 1,905,017 |
Funding target for retired participants and beneficiaries receiving payment | 2021-02-28 | 1,028,509 |
Number of terminated vested participants | 2021-02-28 | 82 |
Fundng target for terminated vested participants | 2021-02-28 | 1,163,400 |
Active participant vested funding target | 2021-02-28 | 0 |
Number of active participants | 2021-02-28 | 0 |
Total funding liabilities for active participants | 2021-02-28 | 0 |
Total participant count | 2021-02-28 | 103 |
Total funding target for all participants | 2021-02-28 | 2,191,909 |
Balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-02-28 | 0 |
Amount remaining of carryover balance | 2021-02-28 | 0 |
Amount remaining of prefunding balance | 2021-02-28 | 0 |
Present value of excess contributions | 2021-02-28 | 7,212 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-02-28 | 7,619 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-02-28 | 0 |
Balance of carryovers at beginning of current year | 2021-02-28 | 0 |
Balance of prefunding at beginning of current year | 2021-02-28 | 0 |
Total employer contributions | 2021-02-28 | 104,000 |
Total employee contributions | 2021-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-02-28 | 100,381 |
Liquidity shortfalls end of Q1 | 2021-02-28 | 0 |
Liquidity shortfalls end of Q2 | 2021-02-28 | 0 |
Liquidity shortfalls end of Q3 | 2021-02-28 | 0 |
Liquidity shortfalls end of Q4 | 2021-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2021-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2021-02-28 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2021-02-28 | 286,892 |
Waiver amortization installment | 2021-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-02-28 | 76,828 |
Carryover balance elected to use to offset funding requirement | 2021-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-02-28 | 0 |
Additional cash requirement | 2021-02-28 | 76,828 |
Contributions allocatedtoward minimum required contributions for current year | 2021-02-28 | 100,381 |
Unpaid minimum required contributions for current year | 2021-02-28 | 0 |
Unpaid minimum required contributions for all years | 2021-02-28 | 0 |
2020: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2020 401k membership | ||
Total participants, beginning-of-year | 2020-02-29 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-29 | 0 |
Number of retired or separated participants receiving benefits | 2020-02-29 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-02-29 | 0 |
Total of all active and inactive participants | 2020-02-29 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-29 | 0 |
Total participants | 2020-02-29 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-29 | 0 |
Market value of plan assets | 2020-02-29 | 1,807,651 |
Acturial value of plan assets | 2020-02-29 | 1,807,651 |
Funding target for retired participants and beneficiaries receiving payment | 2020-02-29 | 1,047,139 |
Number of terminated vested participants | 2020-02-29 | 81 |
Fundng target for terminated vested participants | 2020-02-29 | 1,059,533 |
Active participant vested funding target | 2020-02-29 | 0 |
Number of active participants | 2020-02-29 | 0 |
Total funding liabilities for active participants | 2020-02-29 | 0 |
Total participant count | 2020-02-29 | 102 |
Total funding target for all participants | 2020-02-29 | 2,106,672 |
Balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-02-29 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-02-29 | 0 |
Amount remaining of carryover balance | 2020-02-29 | 0 |
Amount remaining of prefunding balance | 2020-02-29 | 0 |
Present value of excess contributions | 2020-02-29 | 16,558 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-02-29 | 17,522 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-02-29 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-02-29 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-02-29 | 0 |
Balance of carryovers at beginning of current year | 2020-02-29 | 0 |
Balance of prefunding at beginning of current year | 2020-02-29 | 0 |
Total employer contributions | 2020-02-29 | 97,895 |
Total employee contributions | 2020-02-29 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-02-29 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-02-29 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-02-29 | 94,175 |
Liquidity shortfalls end of Q1 | 2020-02-29 | 0 |
Liquidity shortfalls end of Q2 | 2020-02-29 | 0 |
Liquidity shortfalls end of Q3 | 2020-02-29 | 0 |
Liquidity shortfalls end of Q4 | 2020-02-29 | 0 |
Unpaid minimum required contributions for all prior years | 2020-02-29 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-02-29 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-02-29 | 0 |
Minimum required contributions for current year target normal cost | 2020-02-29 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2020-02-29 | 299,021 |
Waiver amortization installment | 2020-02-29 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-02-29 | 86,963 |
Carryover balance elected to use to offset funding requirement | 2020-02-29 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-02-29 | 0 |
Additional cash requirement | 2020-02-29 | 86,963 |
Contributions allocatedtoward minimum required contributions for current year | 2020-02-29 | 94,175 |
Unpaid minimum required contributions for current year | 2020-02-29 | 0 |
Unpaid minimum required contributions for all years | 2020-02-29 | 0 |
2019: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2019 401k membership | ||
Total participants, beginning-of-year | 2019-03-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-03-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 78 |
Total of all active and inactive participants | 2019-03-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 6 |
Total participants | 2019-03-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-03-01 | 0 |
Market value of plan assets | 2019-02-28 | 1,848,502 |
Acturial value of plan assets | 2019-02-28 | 1,848,502 |
Funding target for retired participants and beneficiaries receiving payment | 2019-02-28 | 1,007,042 |
Number of terminated vested participants | 2019-02-28 | 83 |
Fundng target for terminated vested participants | 2019-02-28 | 971,991 |
Active participant vested funding target | 2019-02-28 | 0 |
Number of active participants | 2019-02-28 | 0 |
Total funding liabilities for active participants | 2019-02-28 | 0 |
Total participant count | 2019-02-28 | 104 |
Total funding target for all participants | 2019-02-28 | 1,979,033 |
Balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-02-28 | 0 |
Amount remaining of carryover balance | 2019-02-28 | 0 |
Amount remaining of prefunding balance | 2019-02-28 | 0 |
Present value of excess contributions | 2019-02-28 | 2,543 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-02-28 | 2,696 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-02-28 | 0 |
Balance of carryovers at beginning of current year | 2019-02-28 | 0 |
Balance of prefunding at beginning of current year | 2019-02-28 | 0 |
Total employer contributions | 2019-02-28 | 69,534 |
Total employee contributions | 2019-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-02-28 | 68,944 |
Liquidity shortfalls end of Q1 | 2019-02-28 | 0 |
Liquidity shortfalls end of Q2 | 2019-02-28 | 0 |
Liquidity shortfalls end of Q3 | 2019-02-28 | 0 |
Liquidity shortfalls end of Q4 | 2019-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2019-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2019-02-28 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2019-02-28 | 130,531 |
Waiver amortization installment | 2019-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-02-28 | 52,386 |
Carryover balance elected to use to offset funding requirement | 2019-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-02-28 | 0 |
Additional cash requirement | 2019-02-28 | 52,386 |
Contributions allocatedtoward minimum required contributions for current year | 2019-02-28 | 68,944 |
Unpaid minimum required contributions for current year | 2019-02-28 | 0 |
Unpaid minimum required contributions for all years | 2019-02-28 | 0 |
2018: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2018 401k membership | ||
Total participants, beginning-of-year | 2018-03-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-03-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 20 |
Total of all active and inactive participants | 2018-03-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 4 |
Total participants | 2018-03-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 0 |
Market value of plan assets | 2018-02-28 | 1,606,212 |
Acturial value of plan assets | 2018-02-28 | 1,606,212 |
Funding target for retired participants and beneficiaries receiving payment | 2018-02-28 | 391,980 |
Number of terminated vested participants | 2018-02-28 | 61 |
Fundng target for terminated vested participants | 2018-02-28 | 540,873 |
Active participant vested funding target | 2018-02-28 | 935,914 |
Number of active participants | 2018-02-28 | 36 |
Total funding liabilities for active participants | 2018-02-28 | 940,332 |
Total participant count | 2018-02-28 | 108 |
Total funding target for all participants | 2018-02-28 | 1,873,185 |
Balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-02-28 | 0 |
Amount remaining of carryover balance | 2018-02-28 | 0 |
Amount remaining of prefunding balance | 2018-02-28 | 0 |
Present value of excess contributions | 2018-02-28 | 2,803 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-02-28 | 2,978 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-02-28 | 0 |
Balance of carryovers at beginning of current year | 2018-02-28 | 0 |
Balance of prefunding at beginning of current year | 2018-02-28 | 0 |
Total employer contributions | 2018-02-28 | 135,041 |
Total employee contributions | 2018-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-02-28 | 130,682 |
Liquidity shortfalls end of Q1 | 2018-02-28 | 0 |
Liquidity shortfalls end of Q2 | 2018-02-28 | 0 |
Liquidity shortfalls end of Q3 | 2018-02-28 | 0 |
Liquidity shortfalls end of Q4 | 2018-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2018-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2018-02-28 | 67,544 |
Net shortfall amortization installment of oustanding balance | 2018-02-28 | 266,973 |
Waiver amortization installment | 2018-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-02-28 | 128,139 |
Carryover balance elected to use to offset funding requirement | 2018-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-02-28 | 0 |
Additional cash requirement | 2018-02-28 | 128,139 |
Contributions allocatedtoward minimum required contributions for current year | 2018-02-28 | 130,682 |
Unpaid minimum required contributions for current year | 2018-02-28 | 0 |
Unpaid minimum required contributions for all years | 2018-02-28 | 0 |
2017: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2017 401k membership | ||
Total participants, beginning-of-year | 2017-03-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-03-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 80 |
Total of all active and inactive participants | 2017-03-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-03-01 | 3 |
Total participants | 2017-03-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-03-01 | 4 |
Measure | Date | Value |
---|---|---|
2021 : RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-02-28 | $0 |
Total transfer of assets from this plan | 2021-02-28 | $2,412,350 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $0 |
Total income from all sources (including contributions) | 2021-02-28 | $595,588 |
Total loss/gain on sale of assets | 2021-02-28 | $0 |
Total of all expenses incurred | 2021-02-28 | $88,268 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $84,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $104,000 |
Value of total assets at end of year | 2021-02-28 | $0 |
Value of total assets at beginning of year | 2021-02-28 | $1,905,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $3,850 |
Total interest from all sources | 2021-02-28 | $527 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-02-28 | $15,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-02-28 | $15,822 |
Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
Value of fidelity bond cover | 2021-02-28 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-02-28 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
Value of net income/loss | 2021-02-28 | $507,320 |
Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $1,905,030 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-02-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-02-28 | $1,866,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-02-28 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-02-28 | $5,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-02-28 | $5,174 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-02-28 | $475,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
Contributions received in cash from employer | 2021-02-28 | $104,000 |
Employer contributions (assets) at end of year | 2021-02-28 | $0 |
Employer contributions (assets) at beginning of year | 2021-02-28 | $32,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-02-28 | $84,418 |
Contract administrator fees | 2021-02-28 | $3,850 |
Did the plan have assets held for investment | 2021-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | Yes |
Aggregate proceeds on sale of assets | 2021-02-28 | $103,105 |
Aggregate carrying amount (costs) on sale of assets | 2021-02-28 | $103,105 |
Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Disclaimer |
Accountancy firm name | 2021-02-28 | BKD, LLP |
Accountancy firm EIN | 2021-02-28 | 440160260 |
2020 : RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-02-29 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
Total income from all sources (including contributions) | 2020-02-29 | $187,061 |
Total loss/gain on sale of assets | 2020-02-29 | $0 |
Total of all expenses incurred | 2020-02-29 | $89,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $84,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $97,895 |
Value of total assets at end of year | 2020-02-29 | $1,905,030 |
Value of total assets at beginning of year | 2020-02-29 | $1,807,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $5,630 |
Total interest from all sources | 2020-02-29 | $92 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $41,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-02-29 | $41,472 |
Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
Value of fidelity bond cover | 2020-02-29 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-02-29 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-02-29 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-02-29 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
Value of net income/loss | 2020-02-29 | $97,379 |
Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $1,905,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $1,807,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-02-29 | $1,866,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $1,777,796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $5,174 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $29,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $29,830 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $92 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $47,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
Contributions received in cash from employer | 2020-02-29 | $97,895 |
Employer contributions (assets) at end of year | 2020-02-29 | $32,984 |
Employer contributions (assets) at beginning of year | 2020-02-29 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $84,052 |
Contract administrator fees | 2020-02-29 | $5,630 |
Did the plan have assets held for investment | 2020-02-29 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
Aggregate proceeds on sale of assets | 2020-02-29 | $87,614 |
Aggregate carrying amount (costs) on sale of assets | 2020-02-29 | $87,614 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Disclaimer |
Accountancy firm name | 2020-02-29 | BKD, LLP |
Accountancy firm EIN | 2020-02-29 | 440160260 |
2019 : RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2019 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $0 |
2018 : RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $0 |
Total income from all sources (including contributions) | 2018-02-28 | $316,579 |
Total loss/gain on sale of assets | 2018-02-28 | $0 |
Total of all expenses incurred | 2018-02-28 | $75,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $69,169 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $135,041 |
Value of total assets at end of year | 2018-02-28 | $1,848,502 |
Value of total assets at beginning of year | 2018-02-28 | $1,607,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $5,999 |
Total interest from all sources | 2018-02-28 | $47 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-02-28 | $30,525 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-02-28 | $30,525 |
Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
Value of fidelity bond cover | 2018-02-28 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-02-28 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
Other income not declared elsewhere | 2018-02-28 | $549 |
Administrative expenses (other) incurred | 2018-02-28 | $549 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
Value of net income/loss | 2018-02-28 | $241,411 |
Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $1,848,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $1,607,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-02-28 | $1,767,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-02-28 | $1,531,911 |
Value of interest in common/collective trusts at end of year | 2018-02-28 | $73,934 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-02-28 | $899 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-02-28 | $2,962 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-02-28 | $2,962 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-02-28 | $47 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-02-28 | $141,381 |
Net investment gain or loss from common/collective trusts | 2018-02-28 | $9,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
Contributions received in cash from employer | 2018-02-28 | $135,041 |
Employer contributions (assets) at end of year | 2018-02-28 | $6,000 |
Employer contributions (assets) at beginning of year | 2018-02-28 | $72,218 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-02-28 | $69,169 |
Contract administrator fees | 2018-02-28 | $5,450 |
Did the plan have assets held for investment | 2018-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
Aggregate proceeds on sale of assets | 2018-02-28 | $195,822 |
Aggregate carrying amount (costs) on sale of assets | 2018-02-28 | $195,822 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Disclaimer |
Accountancy firm name | 2018-02-28 | BKD, LLP |
Accountancy firm EIN | 2018-02-28 | 440160260 |
2020: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2020 form 5500 responses | ||
---|---|---|
2020-02-29 | Type of plan entity | Single employer plan |
2020-02-29 | Submission has been amended | No |
2020-02-29 | This submission is the final filing | Yes |
2020-02-29 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-02-29 | Plan is a collectively bargained plan | No |
2020-02-29 | Plan funding arrangement – Trust | Yes |
2020-02-29 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2019 form 5500 responses | ||
2019-03-01 | Type of plan entity | Single employer plan |
2019-03-01 | Submission has been amended | No |
2019-03-01 | This submission is the final filing | No |
2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-03-01 | Plan is a collectively bargained plan | No |
2019-03-01 | Plan funding arrangement – Trust | Yes |
2019-03-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2018 form 5500 responses | ||
2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | Submission has been amended | No |
2018-03-01 | This submission is the final filing | No |
2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-03-01 | Plan is a collectively bargained plan | No |
2018-03-01 | Plan funding arrangement – Trust | Yes |
2018-03-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR UNION EMPLOYEES OF SMITHCO ENGINEERING 2017 form 5500 responses | ||
2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Submission has been amended | No |
2017-03-01 | This submission is the final filing | No |
2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-03-01 | Plan is a collectively bargained plan | No |
2017-03-01 | Plan funding arrangement – Trust | Yes |
2017-03-01 | Plan benefit arrangement - Trust | Yes |