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Plan Name | THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 341 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
341 | 2022-01-01 | ||||
341 | 2021-01-01 | ||||
341 | 2020-01-01 | ||||
341 | 2019-01-01 | ||||
341 | 2018-01-01 | ||||
341 | 2017-01-01 | RICHARD J. WEHRLE | |||
341 | 2016-01-01 | RICHARD J. WEHRLE | |||
341 | 2015-01-01 | RICHARD J. WEHRLE | RICHARD J. WEHRLE | 2016-09-19 | |
341 | 2014-01-01 | RICHARD J. WEHRLE | RICHARD J. WEHRLE | 2015-07-30 | |
341 | 2013-01-01 | RICHARD J. WEHRLE | RICHARD J. WEHRLE | 2014-09-26 | |
341 | 2012-01-01 | RICHARD J WEHRLE | |||
341 | 2011-01-01 | RICHARD J. WEHRLE | |||
341 | 2009-01-01 | RICHARD J. WEHRLE | |||
341 | 2009-01-01 | RICHARD J. WEHRLE |
Measure | Date | Value |
---|---|---|
2022: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 23,670,610 |
Acturial value of plan assets | 2022-12-31 | 22,346,832 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 11,366,405 |
Number of terminated vested participants | 2022-12-31 | 95 |
Fundng target for terminated vested participants | 2022-12-31 | 2,529,418 |
Active participant vested funding target | 2022-12-31 | 3,105,343 |
Number of active participants | 2022-12-31 | 51 |
Total funding liabilities for active participants | 2022-12-31 | 3,200,701 |
Total participant count | 2022-12-31 | 293 |
Total funding target for all participants | 2022-12-31 | 17,096,524 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 69,478 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 293 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 127 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 93 |
Total of all active and inactive participants | 2022-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 22 |
Total participants | 2022-01-01 | 289 |
2021: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 22,369,982 |
Acturial value of plan assets | 2021-12-31 | 20,395,759 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 11,172,051 |
Number of terminated vested participants | 2021-12-31 | 98 |
Fundng target for terminated vested participants | 2021-12-31 | 2,516,986 |
Active participant vested funding target | 2021-12-31 | 3,300,256 |
Number of active participants | 2021-12-31 | 55 |
Total funding liabilities for active participants | 2021-12-31 | 3,402,737 |
Total participant count | 2021-12-31 | 300 |
Total funding target for all participants | 2021-12-31 | 17,091,774 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 62,655 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 128 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 95 |
Total of all active and inactive participants | 2021-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 19 |
Total participants | 2021-01-01 | 293 |
2020: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 20,604,798 |
Acturial value of plan assets | 2020-12-31 | 19,729,942 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 10,924,693 |
Number of terminated vested participants | 2020-12-31 | 101 |
Fundng target for terminated vested participants | 2020-12-31 | 2,685,489 |
Active participant vested funding target | 2020-12-31 | 3,881,962 |
Number of active participants | 2020-12-31 | 61 |
Total funding liabilities for active participants | 2020-12-31 | 4,026,312 |
Total participant count | 2020-12-31 | 303 |
Total funding target for all participants | 2020-12-31 | 17,636,494 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 67,115 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 128 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 98 |
Total of all active and inactive participants | 2020-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 19 |
Total participants | 2020-01-01 | 300 |
2019: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 18,106,075 |
Acturial value of plan assets | 2019-12-31 | 19,242,619 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 10,998,739 |
Number of terminated vested participants | 2019-12-31 | 103 |
Fundng target for terminated vested participants | 2019-12-31 | 2,517,466 |
Active participant vested funding target | 2019-12-31 | 3,881,535 |
Number of active participants | 2019-12-31 | 64 |
Total funding liabilities for active participants | 2019-12-31 | 4,024,529 |
Total participant count | 2019-12-31 | 306 |
Total funding target for all participants | 2019-12-31 | 17,540,734 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 65,122 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 126 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 101 |
Total of all active and inactive participants | 2019-01-01 | 288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 15 |
Total participants | 2019-01-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 20,326,704 |
Acturial value of plan assets | 2018-12-31 | 19,304,684 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 10,321,852 |
Number of terminated vested participants | 2018-12-31 | 105 |
Fundng target for terminated vested participants | 2018-12-31 | 2,455,612 |
Active participant vested funding target | 2018-12-31 | 3,912,708 |
Number of active participants | 2018-12-31 | 67 |
Total funding liabilities for active participants | 2018-12-31 | 4,063,156 |
Total participant count | 2018-12-31 | 316 |
Total funding target for all participants | 2018-12-31 | 16,840,620 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 578,143 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 612,022 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 64,130 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 316 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 126 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 102 |
Total of all active and inactive participants | 2018-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 14 |
Total participants | 2018-01-01 | 306 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 18,154,653 |
Acturial value of plan assets | 2017-12-31 | 18,454,345 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,209,767 |
Number of terminated vested participants | 2017-12-31 | 111 |
Fundng target for terminated vested participants | 2017-12-31 | 2,805,732 |
Active participant vested funding target | 2017-12-31 | 4,105,712 |
Number of active participants | 2017-12-31 | 70 |
Total funding liabilities for active participants | 2017-12-31 | 4,303,342 |
Total participant count | 2017-12-31 | 317 |
Total funding target for all participants | 2017-12-31 | 16,318,841 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 848,497 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 899,831 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 600,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 578,143 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 52,132 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 578,143 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 126 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 104 |
Total of all active and inactive participants | 2017-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 16,841,809 |
Acturial value of plan assets | 2016-12-31 | 17,854,130 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 7,848,233 |
Number of terminated vested participants | 2016-12-31 | 112 |
Fundng target for terminated vested participants | 2016-12-31 | 3,416,311 |
Active participant vested funding target | 2016-12-31 | 4,577,231 |
Number of active participants | 2016-12-31 | 78 |
Total funding liabilities for active participants | 2016-12-31 | 4,805,759 |
Total participant count | 2016-12-31 | 321 |
Total funding target for all participants | 2016-12-31 | 16,070,303 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 574,757 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 610,737 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 900,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 848,497 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 54,231 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 848,497 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 110 |
Total of all active and inactive participants | 2016-01-01 | 298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 19 |
Total participants | 2016-01-01 | 317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 111 |
Total of all active and inactive participants | 2015-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 321 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 326 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 116 |
Total of all active and inactive participants | 2014-01-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 16 |
Total participants | 2014-01-01 | 321 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 109 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 117 |
Total of all active and inactive participants | 2013-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 116 |
Total of all active and inactive participants | 2012-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 334 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 120 |
Total of all active and inactive participants | 2011-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 340 |
2009: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 127 |
Total of all active and inactive participants | 2009-01-01 | 335 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 16 |
Measure | Date | Value |
---|---|---|
2022 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-4,197,989 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,203,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,139,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $18,269,251 |
Value of total assets at beginning of year | 2022-12-31 | $23,670,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $63,752 |
Total interest from all sources | 2022-12-31 | $6,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,850 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $25,850 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,451 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $1,734 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $24 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,401,359 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,269,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,670,610 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $63,752 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,255,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,577,171 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $16,581,926 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $21,596,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $430,751 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $497,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $497,375 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,337 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-332,351 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-3,899,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,139,618 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FISHER, HERBST & KEMBLE, P.C. |
Accountancy firm EIN | 2022-12-31 | 742584861 |
2021 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,466,053 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,165,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,097,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $23,670,610 |
Value of total assets at beginning of year | 2021-12-31 | $22,369,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $68,385 |
Total interest from all sources | 2021-12-31 | $376 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $54,713 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $54,713 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $54 |
Other income not declared elsewhere | 2021-12-31 | $3,440 |
Total non interest bearing cash at end of year | 2021-12-31 | $24 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $-1,930 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,300,628 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,670,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,369,982 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $68,385 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,577,171 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,343,840 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $21,596,040 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $14,622,370 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $497,375 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $405,648 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $405,648 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $265,456 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,142,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,097,040 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,893,449 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,128,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,066,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $22,369,982 |
Value of total assets at beginning of year | 2020-12-31 | $20,604,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,458 |
Total interest from all sources | 2020-12-31 | $1,933 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $132,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $132,400 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $54 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $477 |
Other income not declared elsewhere | 2020-12-31 | $3,853 |
Total non interest bearing cash at end of year | 2020-12-31 | $-1,930 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $-2,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,765,184 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,369,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,604,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $61,458 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,343,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,692,632 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,622,370 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $13,544,698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $405,648 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $369,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $369,472 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,933 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $596,631 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,158,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,066,807 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,591,027 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,092,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,026,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $20,604,798 |
Value of total assets at beginning of year | 2019-12-31 | $18,106,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $65,367 |
Total interest from all sources | 2019-12-31 | $6,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $184,732 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $184,732 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $477 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $469 |
Other income not declared elsewhere | 2019-12-31 | $4,112 |
Total non interest bearing cash at end of year | 2019-12-31 | $-2,481 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $-2,440 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,498,724 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $20,604,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,106,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $65,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,692,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,845,031 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,544,698 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $11,903,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $369,472 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $359,637 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $359,637 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $6,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $770,967 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,624,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,026,936 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,165,071 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,055,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $992,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $18,106,074 |
Value of total assets at beginning of year | 2018-12-31 | $20,326,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $62,714 |
Total interest from all sources | 2018-12-31 | $6,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $181,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $181,246 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $469 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $335 |
Other income not declared elsewhere | 2018-12-31 | $3,966 |
Total non interest bearing cash at end of year | 2018-12-31 | $-2,440 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $-1,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,220,629 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,106,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,326,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,845,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,551,428 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $11,903,377 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $13,318,359 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $359,637 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $458,498 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $458,498 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-613,063 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-743,482 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $992,844 |
Contract administrator fees | 2018-12-31 | $62,714 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,166,727 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $997,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $935,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $600,000 |
Value of total assets at end of year | 2017-12-31 | $20,326,703 |
Value of total assets at beginning of year | 2017-12-31 | $18,157,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $62,314 |
Total interest from all sources | 2017-12-31 | $4,880 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $174,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $174,822 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $335 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $372 |
Other income not declared elsewhere | 2017-12-31 | $5,148 |
Total non interest bearing cash at end of year | 2017-12-31 | $-1,917 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $-1,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,168,976 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,326,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,157,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,551,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,242,047 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $13,318,359 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,148,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $458,498 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $467,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $467,799 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,880 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $515,617 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,866,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $935,437 |
Contract administrator fees | 2017-12-31 | $62,314 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,234,154 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $918,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $868,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $900,000 |
Value of total assets at end of year | 2016-12-31 | $18,157,727 |
Value of total assets at beginning of year | 2016-12-31 | $16,842,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $50,499 |
Total interest from all sources | 2016-12-31 | $1,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $113,535 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $113,535 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $372 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $80 |
Other income not declared elsewhere | 2016-12-31 | $7,504 |
Total non interest bearing cash at end of year | 2016-12-31 | $-1,391 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $-1,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,315,471 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,157,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,842,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,242,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,805,215 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,148,900 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,392,137 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $467,799 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $496,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $496,380 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,605 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $144,347 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,067,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $900,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $300,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $150,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $868,184 |
Contract administrator fees | 2016-12-31 | $50,499 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2016-12-31 | 742606559 |
2015 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $379,070 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $832,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $780,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $600,000 |
Value of total assets at end of year | 2015-12-31 | $16,842,256 |
Value of total assets at beginning of year | 2015-12-31 | $17,295,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $51,676 |
Total interest from all sources | 2015-12-31 | $770 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $107,948 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $107,948 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $80 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $62 |
Other income not declared elsewhere | 2015-12-31 | $7,555 |
Total non interest bearing cash at end of year | 2015-12-31 | $-1,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-453,479 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,842,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,295,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,805,215 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,357,148 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,392,137 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,252,403 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $496,380 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $504,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $504,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $770 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-279,437 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-57,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $150,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $181,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $780,873 |
Contract administrator fees | 2015-12-31 | $51,676 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PADGETT, STRATEMANN, & CO. LLP |
Accountancy firm EIN | 2015-12-31 | 741650885 |
2014 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $1,567,861 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $810,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $758,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $695,918 |
Value of total assets at end of year | 2014-12-31 | $17,295,735 |
Value of total assets at beginning of year | 2014-12-31 | $16,538,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $51,796 |
Total interest from all sources | 2014-12-31 | $546 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $123,220 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $123,220 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $62 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $52 |
Other income not declared elsewhere | 2014-12-31 | $7,293 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $757,233 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,295,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,538,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,357,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,095,779 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,252,403 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,975,255 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $504,166 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $329,616 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $329,616 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $546 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $179,735 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $561,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $695,918 |
Employer contributions (assets) at end of year | 2014-12-31 | $181,956 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $137,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $758,832 |
Contract administrator fees | 2014-12-31 | $51,796 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PADGETT, STRATEMANN, & CO. LLP |
Accountancy firm EIN | 2014-12-31 | 741650885 |
2013 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $2,767,139 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $784,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $733,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $625,210 |
Value of total assets at end of year | 2013-12-31 | $16,538,502 |
Value of total assets at beginning of year | 2013-12-31 | $14,556,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $51,675 |
Total interest from all sources | 2013-12-31 | $738 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $135,099 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $135,099 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $52 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $39 |
Other income not declared elsewhere | 2013-12-31 | $6,156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,982,301 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,538,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,556,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,095,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,927,880 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,975,255 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,948,330 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $329,616 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $271,230 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $271,230 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $738 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $495,012 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,504,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $625,210 |
Employer contributions (assets) at end of year | 2013-12-31 | $137,800 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $408,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $733,163 |
Contract administrator fees | 2013-12-31 | $51,675 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PMB HELIN DONOVAN LLP |
Accountancy firm EIN | 2013-12-31 | 743001153 |
2012 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $2,930,916 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $715,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $670,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,208,271 |
Value of total assets at end of year | 2012-12-31 | $14,556,201 |
Value of total assets at beginning of year | 2012-12-31 | $12,340,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $44,483 |
Total interest from all sources | 2012-12-31 | $265 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $171,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $171,644 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $39 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5 |
Other income not declared elsewhere | 2012-12-31 | $8,135 |
Administrative expenses (other) incurred | 2012-12-31 | $11,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,215,793 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,556,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,340,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,927,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,446,977 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,948,330 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,592,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $271,230 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $185,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $185,422 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $712,092 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $830,509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,208,271 |
Employer contributions (assets) at end of year | 2012-12-31 | $408,722 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $115,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $670,640 |
Contract administrator fees | 2012-12-31 | $33,140 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PMB HELIN DONOVAN LLP |
Accountancy firm EIN | 2012-12-31 | 743001153 |
2011 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $433,493 |
Total of all expenses incurred | 2011-12-31 | $751,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $707,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $461,363 |
Value of total assets at end of year | 2011-12-31 | $12,340,408 |
Value of total assets at beginning of year | 2011-12-31 | $12,658,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $43,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $241,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $241,472 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $50 |
Other income not declared elsewhere | 2011-12-31 | $2,370 |
Administrative expenses (other) incurred | 2011-12-31 | $225 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $435,784 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-317,818 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,340,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,658,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,632,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,455,696 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,592,676 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $5,593,253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-350,474 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $78,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $461,363 |
Employer contributions (assets) at end of year | 2011-12-31 | $115,328 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $173,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $707,957 |
Contract administrator fees | 2011-12-31 | $43,129 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG, LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,831,308 |
Total loss/gain on sale of assets | 2010-12-31 | $-323,957 |
Total of all expenses incurred | 2010-12-31 | $593,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $564,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $484,966 |
Value of total assets at end of year | 2010-12-31 | $12,658,226 |
Value of total assets at beginning of year | 2010-12-31 | $11,420,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $28,365 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $150,287 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $128,257 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $50 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $8,539 |
Other income not declared elsewhere | 2010-12-31 | $2,622 |
Administrative expenses (other) incurred | 2010-12-31 | $1,311 |
Total non interest bearing cash at end of year | 2010-12-31 | $435,784 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,451 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,238,046 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,658,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,420,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,455,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,149,402 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $5,593,253 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,097,136 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $420,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $484,966 |
Employer contributions (assets) at end of year | 2010-12-31 | $173,443 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $547,669 |
Income. Dividends from common stock | 2010-12-31 | $22,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $564,897 |
Contract administrator fees | 2010-12-31 | $27,054 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $4,712,119 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,033,674 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,357,631 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG, LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE GRADALL COMPANY EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |