?>
Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | LUFKIN INDUSTRIES, LLC. |
Employer identification number (EIN): | 750404410 |
NAIC Classification: | 333200 |
Additional information about LUFKIN INDUSTRIES, LLC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2009-02-27 |
Company Identification Number: | F178252 |
Legal Registered Office Address: |
4701 COX ROAD, SUITE 285 GLEN ALLEN United States of America (USA) 23060 |
More information about LUFKIN INDUSTRIES, LLC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DANIEL O. WEBBER | 2023-10-11 | ||
001 | 2021-01-01 | DANIEL O. WEBBER | 2022-10-13 | ||
001 | 2020-01-01 | DANIEL O. WEBBER | 2021-10-14 | ||
001 | 2019-01-01 | DANIEL O. WEBBER | 2020-10-14 | ||
001 | 2019-01-01 | DANIEL O. WEBBER | 2020-10-14 | ||
001 | 2018-01-01 | DANIEL O. WEBBER | 2019-10-14 | ||
001 | 2017-01-01 | WADE EVANS | BERNARD (CASEY) MAKEL | 2018-10-09 | |
001 | 2016-01-01 | PHIL PESEZ | MELODY HAYES | 2017-10-13 | |
001 | 2015-01-01 | MELODY HAYES | |||
001 | 2014-01-01 | MELODY HAYES | |||
001 | 2013-01-01 | MELODY HAYES | |||
001 | 2012-01-01 | MARIA KHOURY | |||
001 | 2011-01-01 | CHRIS BOONE | |||
001 | 2009-01-01 | CHRIS BOONE |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 400,011,311 |
Acturial value of plan assets | 2022-12-31 | 391,307,315 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 183,052,838 |
Number of terminated vested participants | 2022-12-31 | 1,375 |
Fundng target for terminated vested participants | 2022-12-31 | 63,051,237 |
Active participant vested funding target | 2022-12-31 | 26,645,552 |
Number of active participants | 2022-12-31 | 181 |
Total funding liabilities for active participants | 2022-12-31 | 28,610,773 |
Total participant count | 2022-12-31 | 3,199 |
Total funding target for all participants | 2022-12-31 | 274,714,848 |
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 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,400,000 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 3,181 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 172 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,298 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,238 |
Total of all active and inactive participants | 2022-01-01 | 2,708 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 348 |
Total participants | 2022-01-01 | 3,056 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 403,753,913 |
Acturial value of plan assets | 2021-12-31 | 363,378,522 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 178,647,424 |
Number of terminated vested participants | 2021-12-31 | 1,442 |
Fundng target for terminated vested participants | 2021-12-31 | 63,170,700 |
Active participant vested funding target | 2021-12-31 | 27,862,614 |
Number of active participants | 2021-12-31 | 184 |
Total funding liabilities for active participants | 2021-12-31 | 30,251,559 |
Total participant count | 2021-12-31 | 3,258 |
Total funding target for all participants | 2021-12-31 | 272,069,683 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 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 | 1,200,000 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 3,242 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,313 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,346 |
Total of all active and inactive participants | 2021-01-01 | 2,840 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 341 |
Total participants | 2021-01-01 | 3,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 361,437,893 |
Acturial value of plan assets | 2020-12-31 | 342,024,327 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 178,644,949 |
Number of terminated vested participants | 2020-12-31 | 1,326 |
Fundng target for terminated vested participants | 2020-12-31 | 54,100,457 |
Active participant vested funding target | 2020-12-31 | 46,093,362 |
Number of active participants | 2020-12-31 | 389 |
Total funding liabilities for active participants | 2020-12-31 | 50,047,476 |
Total participant count | 2020-12-31 | 3,313 |
Total funding target for all participants | 2020-12-31 | 282,792,882 |
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 |
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 |
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 | 1,000,000 |
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 | 3,299 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,320 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,421 |
Total of all active and inactive participants | 2020-01-01 | 2,925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 317 |
Total participants | 2020-01-01 | 3,242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 316,259,266 |
Acturial value of plan assets | 2019-12-31 | 330,944,409 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 178,641,070 |
Number of terminated vested participants | 2019-12-31 | 1,331 |
Fundng target for terminated vested participants | 2019-12-31 | 51,142,733 |
Active participant vested funding target | 2019-12-31 | 49,526,150 |
Number of active participants | 2019-12-31 | 461 |
Total funding liabilities for active participants | 2019-12-31 | 54,721,852 |
Total participant count | 2019-12-31 | 3,396 |
Total funding target for all participants | 2019-12-31 | 284,505,655 |
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 |
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 | 1,125,000 |
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 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 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 | 3,466 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 389 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,306 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,298 |
Total of all active and inactive participants | 2019-01-01 | 2,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 306 |
Total participants | 2019-01-01 | 3,299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 345,877,454 |
Acturial value of plan assets | 2018-12-31 | 328,845,260 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 170,325,029 |
Number of terminated vested participants | 2018-12-31 | 1,334 |
Fundng target for terminated vested participants | 2018-12-31 | 46,898,199 |
Active participant vested funding target | 2018-12-31 | 50,821,039 |
Number of active participants | 2018-12-31 | 540 |
Total funding liabilities for active participants | 2018-12-31 | 54,433,067 |
Total participant count | 2018-12-31 | 3,408 |
Total funding target for all participants | 2018-12-31 | 271,656,295 |
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 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 |
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 | 2,870,977 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 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 |
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 | 3,398 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 540 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,282 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,311 |
Total of all active and inactive participants | 2018-01-01 | 3,133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 333 |
Total participants | 2018-01-01 | 3,466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 317,247,805 |
Acturial value of plan assets | 2017-12-31 | 320,984,461 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 156,195,658 |
Number of terminated vested participants | 2017-12-31 | 1,432 |
Fundng target for terminated vested participants | 2017-12-31 | 54,684,521 |
Active participant vested funding target | 2017-12-31 | 43,472,551 |
Number of active participants | 2017-12-31 | 585 |
Total funding liabilities for active participants | 2017-12-31 | 46,752,127 |
Total participant count | 2017-12-31 | 3,521 |
Total funding target for all participants | 2017-12-31 | 257,632,306 |
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 | 32,983,584 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 34,995,583 |
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 | 0 |
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 | 0 |
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 | 5,319,002 |
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 | 0 |
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 | 3,509 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 540 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,216 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,322 |
Total of all active and inactive participants | 2017-01-01 | 3,078 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 320 |
Total participants | 2017-01-01 | 3,398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 279,990,291 |
Acturial value of plan assets | 2016-12-31 | 291,192,843 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 133,397,069 |
Number of terminated vested participants | 2016-12-31 | 1,377 |
Fundng target for terminated vested participants | 2016-12-31 | 49,199,065 |
Active participant vested funding target | 2016-12-31 | 55,498,457 |
Number of active participants | 2016-12-31 | 1,002 |
Total funding liabilities for active participants | 2016-12-31 | 60,455,495 |
Total participant count | 2016-12-31 | 3,775 |
Total funding target for all participants | 2016-12-31 | 243,051,629 |
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 | 32,856,324 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 34,922,987 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 35,041,372 |
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 | 32,983,584 |
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 | 6,037,166 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 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 | 32,983,584 |
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 | 3,759 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 585 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,198 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,429 |
Total of all active and inactive participants | 2016-01-01 | 3,212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 297 |
Total participants | 2016-01-01 | 3,509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,851 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,002 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,100 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,371 |
Total of all active and inactive participants | 2015-01-01 | 3,473 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 286 |
Total participants | 2015-01-01 | 3,759 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 47 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,954 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,854 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,083 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 609 |
Total of all active and inactive participants | 2014-01-01 | 3,546 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 305 |
Total participants | 2014-01-01 | 3,851 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 90 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4,192 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,024 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,058 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 565 |
Total of all active and inactive participants | 2013-01-01 | 3,647 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 307 |
Total participants | 2013-01-01 | 3,954 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 173 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,951 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,289 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,025 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 575 |
Total of all active and inactive participants | 2012-01-01 | 3,889 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 303 |
Total participants | 2012-01-01 | 4,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 124 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,753 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,089 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 999 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 555 |
Total of all active and inactive participants | 2011-01-01 | 3,643 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 308 |
Total participants | 2011-01-01 | 3,951 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 83 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,939 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,658 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 868 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 639 |
Total of all active and inactive participants | 2009-01-01 | 3,165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 276 |
Total participants | 2009-01-01 | 3,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 480 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-78,997,494 |
Total of all expenses incurred | 2022-12-31 | $26,369,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $23,234,227 |
Value of total assets at end of year | 2022-12-31 | $294,644,173 |
Value of total assets at beginning of year | 2022-12-31 | $400,011,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,135,417 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $337,100 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2022-12-31 | $365,439 |
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 | $-105,367,138 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $294,644,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $400,011,311 |
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 | $249,311 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $294,644,173 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $400,011,311 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $23,234,227 |
Contract administrator fees | 2022-12-31 | $2,183,567 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
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 | WEAVER & TIDWELL, LLP |
Accountancy firm EIN | 2022-12-31 | 750786316 |
2021 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $14,253,353 |
Total of all expenses incurred | 2021-12-31 | $17,995,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $17,002,046 |
Value of total assets at end of year | 2021-12-31 | $400,011,311 |
Value of total assets at beginning of year | 2021-12-31 | $403,753,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $993,909 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $71,262 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $278,827 |
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 | $-3,742,602 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $400,011,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $403,753,913 |
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 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $400,011,311 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $403,753,913 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $17,002,046 |
Contract administrator fees | 2021-12-31 | $643,820 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | No |
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 | WEAVER & TIDWELL, LLP |
Accountancy firm EIN | 2021-12-31 | 750786316 |
2020 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $60,186,989 |
Total of all expenses incurred | 2020-12-31 | $17,870,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $16,708,404 |
Value of total assets at end of year | 2020-12-31 | $403,753,913 |
Value of total assets at beginning of year | 2020-12-31 | $361,437,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,162,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $35,625 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $90,000,000 |
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 |
Administrative expenses (other) incurred | 2020-12-31 | $273,816 |
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 | $42,316,020 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $403,753,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $361,437,893 |
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 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $403,753,913 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $361,437,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $16,708,404 |
Contract administrator fees | 2020-12-31 | $853,124 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | No |
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 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $63,218,258 |
Total income from all sources (including contributions) | 2019-12-31 | $63,218,258 |
Total of all expenses incurred | 2019-12-31 | $18,039,631 |
Total of all expenses incurred | 2019-12-31 | $18,039,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $16,572,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $16,572,525 |
Value of total assets at end of year | 2019-12-31 | $361,437,893 |
Value of total assets at end of year | 2019-12-31 | $361,437,893 |
Value of total assets at beginning of year | 2019-12-31 | $316,259,266 |
Value of total assets at beginning of year | 2019-12-31 | $316,259,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,467,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,467,106 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $37,545 |
Administrative expenses professional fees incurred | 2019-12-31 | $37,545 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $90,000,000 |
Value of fidelity bond cover | 2019-12-31 | $90,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Administrative expenses (other) incurred | 2019-12-31 | $834,446 |
Administrative expenses (other) incurred | 2019-12-31 | $834,446 |
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 |
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 | $45,178,627 |
Value of net income/loss | 2019-12-31 | $45,178,627 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $361,437,893 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $361,437,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $316,259,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $316,259,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $47,713 |
Investment advisory and management fees | 2019-12-31 | $47,713 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $361,437,893 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $361,437,893 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $316,259,266 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $316,259,266 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $16,572,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $16,572,525 |
Contract administrator fees | 2019-12-31 | $547,402 |
Contract administrator fees | 2019-12-31 | $547,402 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2019-12-31 | 750786316 |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2018 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $24,967 |
Total income from all sources (including contributions) | 2018-12-31 | $-11,434,220 |
Total of all expenses incurred | 2018-12-31 | $18,159,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,909,950 |
Value of total assets at end of year | 2018-12-31 | $316,259,266 |
Value of total assets at beginning of year | 2018-12-31 | $345,877,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,249,051 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $33,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $90,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $24,967 |
Other income not declared elsewhere | 2018-12-31 | $25,454 |
Administrative expenses (other) incurred | 2018-12-31 | $1,972,857 |
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 | $-29,593,221 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $316,259,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $345,852,487 |
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 master investment trust accounts at end of year | 2018-12-31 | $316,259,266 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $345,877,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
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 |
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 | $15,909,950 |
Contract administrator fees | 2018-12-31 | $243,194 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | No |
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 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2017 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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 | $24,967 |
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 | $44,473,214 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $16,166,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,619,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $345,877,454 |
Value of total assets at beginning of year | 2017-12-31 | $317,545,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $546,652 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $301,435 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $90,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $24,967 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $245,217 |
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 | $28,306,599 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $345,852,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $317,545,888 |
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 master investment trust accounts at end of year | 2017-12-31 | $345,877,454 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $284,545,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $33,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,619,963 |
Did the plan have assets held for investment | 2017-12-31 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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 | $195,182 |
Total income from all sources (including contributions) | 2016-12-31 | $54,631,801 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $17,207,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $15,397,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $35,041,372 |
Value of total assets at end of year | 2016-12-31 | $317,545,888 |
Value of total assets at beginning of year | 2016-12-31 | $280,316,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,809,714 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,107,237 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $90,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $195,182 |
Administrative expenses (other) incurred | 2016-12-31 | $702,477 |
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 | $37,424,496 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $317,545,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $280,121,392 |
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 master investment trust accounts at end of year | 2016-12-31 | $284,545,888 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $245,316,574 |
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 | $35,041,372 |
Employer contributions (assets) at end of year | 2016-12-31 | $33,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $35,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $15,397,591 |
Did the plan have assets held for investment | 2016-12-31 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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 | $195,182 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $125,211 |
Total income from all sources (including contributions) | 2015-12-31 | $37,772,329 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $15,943,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,028,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $35,000,000 |
Value of total assets at end of year | 2015-12-31 | $280,316,574 |
Value of total assets at beginning of year | 2015-12-31 | $258,417,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,915,010 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $1,145,457 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $90,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $195,182 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $125,211 |
Administrative expenses (other) incurred | 2015-12-31 | $769,553 |
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 | $21,828,812 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $280,121,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $258,292,580 |
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 master investment trust accounts at end of year | 2015-12-31 | $245,316,574 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $248,168,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $249,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $249,268 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $35,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $35,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $10,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,028,507 |
Did the plan have assets held for investment | 2015-12-31 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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 | $125,211 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $531,499 |
Total income from all sources (including contributions) | 2014-12-31 | $21,214,049 |
Total loss/gain on sale of assets | 2014-12-31 | $6,083,044 |
Total of all expenses incurred | 2014-12-31 | $13,039,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $11,179,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,000,000 |
Value of total assets at end of year | 2014-12-31 | $258,417,791 |
Value of total assets at beginning of year | 2014-12-31 | $250,649,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,860,216 |
Total interest from all sources | 2014-12-31 | $1,133,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,916,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $433,852 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $17,063,390 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $495,983 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $125,211 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $531,499 |
Other income not declared elsewhere | 2014-12-31 | $14,958,026 |
Administrative expenses (other) incurred | 2014-12-31 | $1,029,880 |
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 | $8,174,398 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $258,292,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $250,118,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $396,484 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $21,013,777 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $215,820 |
Interest earned on other investments | 2014-12-31 | $1,655 |
Income. Interest from US Government securities | 2014-12-31 | $227,118 |
Income. Interest from corporate debt instruments | 2014-12-31 | $682,148 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $248,168,523 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $73,834,441 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $249,268 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,324,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,324,082 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6,839 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $18,054,226 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $945,766 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-13,016,511 |
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 | $10,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $10,000,000 |
Income. Dividends from preferred stock | 2014-12-31 | $2,347,787 |
Income. Dividends from common stock | 2014-12-31 | $569,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,179,435 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $23,105,796 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $84,757,986 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $6,083,044 |
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 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $30,401,558 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $30,401,558 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $587,411 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $411,042 |
Total income from all sources (including contributions) | 2013-12-31 | $38,837,389 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $13,150,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,400,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $10,000,000 |
Value of total assets at end of year | 2013-12-31 | $239,034,736 |
Value of total assets at beginning of year | 2013-12-31 | $213,171,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,750,610 |
Total interest from all sources | 2013-12-31 | $1,345,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,820,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $422,006 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $16,865,123 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $20,766,039 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $551,894 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $699,827 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $587,411 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $411,042 |
Other income not declared elsewhere | 2013-12-31 | $16,620 |
Administrative expenses (other) incurred | 2013-12-31 | $632,621 |
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 | $25,686,460 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $238,447,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $212,760,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $695,983 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $21,013,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,787,710 |
Interest earned on other investments | 2013-12-31 | $1,345,086 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $72,517,873 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $47,854,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,324,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,217,827 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7,217,827 |
Asset value of US Government securities at end of year | 2013-12-31 | $18,054,226 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $19,608,166 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,011,067 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,380,568 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $862,465 |
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 | $10,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $1,820,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,400,319 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $23,105,796 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $22,980,805 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $84,601,965 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $75,256,942 |
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 | AXLEY & RODE, LLP |
Accountancy firm EIN | 2013-12-31 | 750767305 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $12,786,174 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $12,786,174 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $411,042 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $109,236 |
Total income from all sources (including contributions) | 2012-12-31 | $34,925,872 |
Total of all expenses incurred | 2012-12-31 | $12,012,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,820,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $15,649,920 |
Value of total assets at end of year | 2012-12-31 | $213,171,907 |
Value of total assets at beginning of year | 2012-12-31 | $189,957,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,192,834 |
Total interest from all sources | 2012-12-31 | $1,494,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,197,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $229,666 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $20,766,039 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $19,675,628 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $699,827 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $467,084 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $411,042 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $109,236 |
Other income not declared elsewhere | 2012-12-31 | $14,544 |
Administrative expenses (other) incurred | 2012-12-31 | $436,229 |
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 | $22,912,882 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $212,760,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $189,847,983 |
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 | $526,939 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,787,710 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,464,586 |
Interest earned on other investments | 2012-12-31 | $1,494,524 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $47,854,591 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $44,029,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,217,827 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,193,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,193,908 |
Asset value of US Government securities at end of year | 2012-12-31 | $19,608,166 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $23,164,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,623,124 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $460,362 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $699,817 |
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 | $15,649,920 |
Income. Dividends from common stock | 2012-12-31 | $2,197,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $10,820,156 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $22,980,805 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $20,697,928 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $75,256,942 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $70,264,618 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $98,433,310 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $98,433,310 |
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 | AXLEY & RODE, LLP |
Accountancy firm EIN | 2012-12-31 | 750767305 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,269,503 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,269,503 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $109,236 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $114,315 |
Total income from all sources (including contributions) | 2011-12-31 | $263,396 |
Total of all expenses incurred | 2011-12-31 | $11,836,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,763,763 |
Value of total assets at end of year | 2011-12-31 | $189,957,219 |
Value of total assets at beginning of year | 2011-12-31 | $201,535,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,072,623 |
Total interest from all sources | 2011-12-31 | $1,763,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,255,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $226,273 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $19,675,628 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $9,485,946 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $467,084 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,800,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $109,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $114,315 |
Other income not declared elsewhere | 2011-12-31 | $20,359 |
Administrative expenses (other) incurred | 2011-12-31 | $274,025 |
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 | $-11,572,990 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $189,847,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $201,420,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $572,325 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,464,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,426,482 |
Interest earned on other investments | 2011-12-31 | $1,763,790 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $44,029,232 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $49,575,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,193,908 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,096,412 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,096,412 |
Asset value of US Government securities at end of year | 2011-12-31 | $23,164,235 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $30,443,406 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,758,676 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-463,067 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-284,885 |
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 |
Income. Dividends from common stock | 2011-12-31 | $2,255,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,763,763 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $20,697,928 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $17,081,679 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $70,264,618 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $75,625,018 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $75,375,429 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $75,375,429 |
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 | AXLEY & RODE, LLP |
Accountancy firm EIN | 2011-12-31 | 750767305 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $10,697,145 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $10,697,145 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $114,315 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $160,696 |
Total income from all sources (including contributions) | 2010-12-31 | $20,282,441 |
Total of all expenses incurred | 2010-12-31 | $10,521,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,403,591 |
Value of total assets at end of year | 2010-12-31 | $201,535,288 |
Value of total assets at beginning of year | 2010-12-31 | $191,820,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,117,769 |
Total interest from all sources | 2010-12-31 | $2,448,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,841,821 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $277,107 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $9,485,946 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $8,892,050 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,800,735 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $714,219 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $114,315 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $160,696 |
Other income not declared elsewhere | 2010-12-31 | $25,809 |
Administrative expenses (other) incurred | 2010-12-31 | $307,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $9,761,081 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $201,420,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $191,659,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $532,759 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,426,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,823,455 |
Interest earned on other investments | 2010-12-31 | $2,448,908 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $49,575,610 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $46,698,631 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,096,412 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,306,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,306,282 |
Asset value of US Government securities at end of year | 2010-12-31 | $30,443,406 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $31,767,497 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,198,717 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,070,041 |
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 |
Income. Dividends from common stock | 2010-12-31 | $1,841,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,403,591 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $17,081,679 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $21,556,047 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $75,625,018 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $69,062,407 |
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 | $24,222,489 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $24,222,489 |
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 | AXLEY & RODE, LLP |
Accountancy firm EIN | 2010-12-31 | 750767305 |
2022: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 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: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN INDUSTRIES, INC 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |