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THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameTHE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN
Plan identification number 340

THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

GRADALL INDUSTRIES LLC has sponsored the creation of one or more 401k plans.

Company Name:GRADALL INDUSTRIES LLC
Employer identification number (EIN):742660540
NAIC Classification:333100

Additional information about GRADALL INDUSTRIES LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2019-11-22
Company Identification Number: 0803477504
Legal Registered Office Address: PO BOX 549

SEGUIN
United States of America (USA)
78156

More information about GRADALL INDUSTRIES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3402016-01-01RICHARD J. WEHRLE
3402015-01-01RICHARD J. WEHRLE RICHARD J. WEHRLE2016-09-19
3402014-01-01RICHARD J. WEHRLE RICHARD J. WEHRLE2015-07-30
3402013-01-01RICHARD J. WEHRLE RICHARD J. WEHRLE2014-09-26
3402012-01-01RICHARD J. WEHRLE
3402011-01-01RICHARD J. WEHRLE
3402009-01-01RICHARD J. WEHRLE
3402009-01-01RICHARD J. WEHRLE

Plan Statistics for THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN

Measure Date Value
2016: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-019,168,282
Acturial value of plan assets2016-12-019,720,121
Funding target for retired participants and beneficiaries receiving payment2016-12-015,158,958
Number of terminated vested participants2016-12-0199
Fundng target for terminated vested participants2016-12-01850,935
Active participant vested funding target2016-12-011,615,105
Number of active participants2016-12-01116
Total funding liabilities for active participants2016-12-011,839,669
Total participant count2016-12-01444
Total funding target for all participants2016-12-017,849,562
Balance at beginning of prior year after applicable adjustments2016-12-01313,346
Prefunding balance at beginning of prior year after applicable adjustments2016-12-010
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-010
Prefunding balanced used to offset prior years funding requirement2016-12-010
Amount remaining of carryover balance2016-12-01313,346
Amount remaining of prefunding balance2016-12-010
Present value of excess contributions2016-12-01578,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-01614,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-010
Reductions in prefunding balances due to elections or deemed elections2016-12-010
Balance of carryovers at beginning of current year2016-12-01309,241
Balance of prefunding at beginning of current year2016-12-010
Total employer contributions2016-12-01622,262
Total employee contributions2016-12-010
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-010
Contributions made to avoid restrictions adjusted to valuation date2016-12-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-01591,260
Unpaid minimum required contributions for all prior years2016-12-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-010
Remaining amount of unpaid minimum required contributions2016-12-010
Minimum required contributions for current year target normal cost2016-12-0132,423
Net shortfall amortization installment of oustanding balance2016-12-010
Total funding amount beforereflecting carryover/prefunding balances2016-12-010
Additional cash requirement2016-12-010
Contributions allocatedtoward minimum required contributions for current year2016-12-01591,260
Unpaid minimum required contributions for current year2016-12-010
Unpaid minimum required contributions for all years2016-12-010
Total participants, beginning-of-year2016-01-01444
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01456
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-01190
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0142
Total participants2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01464
Total number of active participants reported on line 7a of the Form 55002014-01-01121
Number of retired or separated participants receiving benefits2014-01-01190
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0138
Total participants2014-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01468
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-01191
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0139
Total participants2013-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01479
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-01188
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0138
Total participants2012-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01486
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-01226
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0139
Total participants2011-01-01518
2009: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01493
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-01222
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149

Financial Data on THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN

Measure Date Value
2016 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-01$0
Total income from all sources (including contributions)2016-12-01$774,806
Total loss/gain on sale of assets2016-12-01$0
Total of all expenses incurred2016-12-01$9,943,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-01$9,910,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-01$622,262
Value of total assets at end of year2016-12-01$0
Value of total assets at beginning of year2016-12-01$9,168,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-01$33,513
Total interest from all sources2016-12-01$24,784
Total dividends received (eg from common stock, registered investment company shares)2016-12-01$16,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-01$16,838
Was this plan covered by a fidelity bond2016-12-01Yes
Value of fidelity bond cover2016-12-01$6,000,000
If this is an individual account plan, was there a blackout period2016-12-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-01$0
Were there any nonexempt tranactions with any party-in-interest2016-12-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-01$39
Other income not declared elsewhere2016-12-01$2,253
Total non interest bearing cash at end of year2016-12-01$0
Total non interest bearing cash at beginning of year2016-12-01$-841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-01No
Value of net income/loss2016-12-01$-9,168,725
Value of net assets at end of year (total assets less liabilities)2016-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-01$9,168,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-01No
Were any leases to which the plan was party in default or uncollectible2016-12-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-01$3,144,465
Value of interest in common/collective trusts at end of year2016-12-01$0
Value of interest in common/collective trusts at beginning of year2016-12-01$5,634,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-01$240,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-01$240,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-01$24,784
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-01$2,587,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-01$20,399
Net investment gain or loss from common/collective trusts2016-12-01$88,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-01Yes
Was there a failure to transmit to the plan any participant contributions2016-12-01No
Has the plan failed to provide any benefit when due under the plan2016-12-01No
Contributions received in cash from employer2016-12-01$622,262
Employer contributions (assets) at end of year2016-12-01$0
Employer contributions (assets) at beginning of year2016-12-01$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-01$7,322,033
Contract administrator fees2016-12-01$33,513
Did the plan have assets held for investment2016-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-01Yes
Opinion of an independent qualified public accountant for this plan2016-12-01Disclaimer
Accountancy firm name2016-12-01AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2016-12-01742606559
2015 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$478,496
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$674,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$646,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,000
Value of total assets at end of year2015-12-31$9,168,725
Value of total assets at beginning of year2015-12-31$9,364,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,075
Total interest from all sources2015-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$62,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$62,917
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$39
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36
Other income not declared elsewhere2015-12-31$4,111
Total non interest bearing cash at end of year2015-12-31$-841
Total non interest bearing cash at beginning of year2015-12-31$-704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-196,182
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,168,725
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,364,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,144,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,432,332
Value of interest in common/collective trusts at end of year2015-12-31$5,634,210
Value of interest in common/collective trusts at beginning of year2015-12-31$5,367,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$240,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$423,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$423,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-157,419
Net investment gain or loss from common/collective trusts2015-12-31$-31,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$600,000
Employer contributions (assets) at end of year2015-12-31$150,000
Employer contributions (assets) at beginning of year2015-12-31$141,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$646,603
Contract administrator fees2015-12-31$28,075
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PADGETT, STRATEMANN, & CO. LLP
Accountancy firm EIN2015-12-31741650885
2014 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,030,787
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$667,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$639,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$560,656
Value of total assets at end of year2014-12-31$9,364,907
Value of total assets at beginning of year2014-12-31$9,002,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,024
Total interest from all sources2014-12-31$285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$62,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,574
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$26
Other income not declared elsewhere2014-12-31$4,109
Total non interest bearing cash at end of year2014-12-31$-704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$362,837
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,364,907
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,002,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,432,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,839,109
Value of interest in common/collective trusts at end of year2014-12-31$5,367,795
Value of interest in common/collective trusts at beginning of year2014-12-31$4,851,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$423,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$182,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$182,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,188
Net investment gain or loss from common/collective trusts2014-12-31$304,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$560,656
Employer contributions (assets) at end of year2014-12-31$141,883
Employer contributions (assets) at beginning of year2014-12-31$128,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$639,926
Contract administrator fees2014-12-31$28,024
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PADGETT, STRATEMANN, & CO. LLP
Accountancy firm EIN2014-12-31741650885
2013 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,726,406
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$659,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$630,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$561,785
Value of total assets at end of year2013-12-31$9,002,070
Value of total assets at beginning of year2013-12-31$7,934,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,129
Total interest from all sources2013-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$73,431
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15
Other income not declared elsewhere2013-12-31$3,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,067,350
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,002,070
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,934,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,839,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,774,341
Value of interest in common/collective trusts at end of year2013-12-31$4,851,821
Value of interest in common/collective trusts at beginning of year2013-12-31$3,765,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$182,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$149,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$149,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$268,883
Net investment gain or loss from common/collective trusts2013-12-31$818,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$561,785
Employer contributions (assets) at end of year2013-12-31$128,800
Employer contributions (assets) at beginning of year2013-12-31$245,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$630,927
Contract administrator fees2013-12-31$28,129
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2013-12-31743001153
2012 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,784,634
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$642,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$617,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$848,053
Value of total assets at end of year2012-12-31$7,934,720
Value of total assets at beginning of year2012-12-31$6,792,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,285
Total interest from all sources2012-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,697
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4
Other income not declared elsewhere2012-12-31$4,385
Administrative expenses (other) incurred2012-12-31$6,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,142,469
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,934,720
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,792,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,774,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,077,166
Value of interest in common/collective trusts at end of year2012-12-31$3,765,271
Value of interest in common/collective trusts at beginning of year2012-12-31$2,509,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$149,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$79,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$79,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$389,500
Net investment gain or loss from common/collective trusts2012-12-31$448,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$848,053
Employer contributions (assets) at end of year2012-12-31$245,122
Employer contributions (assets) at beginning of year2012-12-31$125,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$617,880
Contract administrator fees2012-12-31$18,102
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,666,299
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,666,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2012-12-31743001153
2011 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$449,866
Total of all expenses incurred2011-12-31$649,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$626,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$501,449
Value of total assets at end of year2011-12-31$6,792,251
Value of total assets at beginning of year2011-12-31$6,991,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,224
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$129,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$129,241
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25
Other income not declared elsewhere2011-12-31$1,834
Administrative expenses (other) incurred2011-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-199,443
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,792,251
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,991,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,156,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,482,152
Value of interest in common/collective trusts at end of year2011-12-31$2,509,998
Value of interest in common/collective trusts at beginning of year2011-12-31$2,820,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,428
Net investment gain or loss from common/collective trusts2011-12-31$20,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$501,449
Employer contributions (assets) at end of year2011-12-31$125,355
Employer contributions (assets) at beginning of year2011-12-31$689,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$626,085
Contract administrator fees2011-12-31$22,974
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,148,294
Total loss/gain on sale of assets2010-12-31$-167,858
Total of all expenses incurred2010-12-31$608,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$589,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$477,344
Value of total assets at end of year2010-12-31$6,415,501
Value of total assets at beginning of year2010-12-31$5,875,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,061
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$75,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$63,345
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,872
Other income not declared elsewhere2010-12-31$3,478
Administrative expenses (other) incurred2010-12-31$873
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$539,971
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,415,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,875,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,482,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,026,774
Value of interest in common/collective trusts at end of year2010-12-31$2,820,477
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$553,190
Net investment gain or loss from common/collective trusts2010-12-31$206,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$477,344
Employer contributions (assets) at end of year2010-12-31$112,847
Employer contributions (assets) at beginning of year2010-12-31$363,244
Income. Dividends from common stock2010-12-31$12,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$589,262
Contract administrator fees2010-12-31$18,188
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,479,286
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,665,374
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,833,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN

2016: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE GRADALL COMPANY HOURLY EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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