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THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

ALLIED SYSTEMS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ALLIED SYSTEMS COMPANY
Employer identification number (EIN):930656721
NAIC Classification:333200

Additional information about ALLIED SYSTEMS COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1976-01-22
Company Identification Number: 11350311
Legal Registered Office Address: 21433 SW OREGON ST

SHERWOOD
United States of America (USA)
97140

More information about ALLIED SYSTEMS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-02-01JEFFERSON RINK
0012012-02-01JEFFERSON RINK
0012011-02-01JEFFERSON RINK
0012010-02-01JEFFERSON RINK
0012009-02-01PENSION PLANNERS NORTHWEST

Financial Data on THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014 : THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$464
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$1,573,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$1,573,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$464
Value of total assets at end of year2014-01-31$0
Value of total assets at beginning of year2014-01-31$1,573,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$0
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-01-31$0
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$1,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-1,573,228
Value of net assets at end of year (total assets less liabilities)2014-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$1,573,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Assets. Invements in employer securities at end of year2014-01-31$0
Assets. Invements in employer securities at beginning of year2014-01-31$1,573,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$1,573,692
Did the plan have assets held for investment2014-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31MAGINNIS & CAREY LLP
Accountancy firm EIN2014-01-31930567723
2013 : THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$174,006
Total unrealized appreciation/depreciation of assets2013-01-31$174,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$174,006
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$103,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$103,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$0
Value of total assets at end of year2013-01-31$1,573,228
Value of total assets at beginning of year2013-01-31$1,502,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$0
Total interest from all sources2013-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$1,000,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$0
Total non interest bearing cash at end of year2013-01-31$0
Total non interest bearing cash at beginning of year2013-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$70,269
Value of net assets at end of year (total assets less liabilities)2013-01-31$1,573,228
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$1,502,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Assets. Invements in employer securities at end of year2013-01-31$1,573,228
Assets. Invements in employer securities at beginning of year2013-01-31$1,502,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$103,737
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31MAGINNIS & CAREY LLP
Accountancy firm EIN2013-01-31930567723
2012 : THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$674,404
Total unrealized appreciation/depreciation of assets2012-01-31$674,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$673,801
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$85,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$77,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$0
Value of total assets at end of year2012-01-31$1,502,959
Value of total assets at beginning of year2012-01-31$914,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$8,470
Total interest from all sources2012-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$1,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$0
Other income not declared elsewhere2012-01-31$-603
Total non interest bearing cash at end of year2012-01-31$0
Total non interest bearing cash at beginning of year2012-01-31$9,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$588,118
Value of net assets at end of year (total assets less liabilities)2012-01-31$1,502,959
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$914,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Assets. Invements in employer securities at end of year2012-01-31$1,502,959
Assets. Invements in employer securities at beginning of year2012-01-31$905,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$76,087
Contract administrator fees2012-01-31$8,470
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31MAGINNIS & CAREY LLP
Accountancy firm EIN2012-01-31930567723
2011 : THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$172,569
Total unrealized appreciation/depreciation of assets2011-01-31$172,569
Total transfer of assets from this plan2011-01-31$825,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$913
Total income from all sources (including contributions)2011-01-31$183,376
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$471,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$442,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$0
Value of total assets at end of year2011-01-31$914,841
Value of total assets at beginning of year2011-01-31$2,029,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$28,927
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$9,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$9,439
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$1,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$913
Other income not declared elsewhere2011-01-31$3,772
Administrative expenses (other) incurred2011-01-31$3,800
Total non interest bearing cash at end of year2011-01-31$9,445
Total non interest bearing cash at beginning of year2011-01-31$330,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-288,143
Value of net assets at end of year (total assets less liabilities)2011-01-31$914,841
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,028,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$846,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$-2,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Assets. Invements in employer securities at end of year2011-01-31$905,396
Assets. Invements in employer securities at beginning of year2011-01-31$851,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$442,592
Contract administrator fees2011-01-31$25,127
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31MAGINNIS & CAREY LLP
Accountancy firm EIN2011-01-31930567723
2010 : THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2013: THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingYes
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: THE ALLIED SYSTEMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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