?>
Plan Name | IGUS BEARINGS, INC. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IGUS BEARINGS, INC. |
Employer identification number (EIN): | 050419384 |
NAIC Classification: | 423990 |
NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
Additional information about IGUS BEARINGS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1995-09-15 |
Company Identification Number: | 0010648306 |
Legal Registered Office Address: |
257 FERRIS AVE RUMFORD United States of America (USA) 02916 |
More information about IGUS BEARINGS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ANNE HARDEE | 2022-10-07 | ANNE HARDEE | 2022-10-07 |
002 | 2020-01-01 | RICHARD ABBATE | 2021-09-23 | RICHARD ABBATE | 2021-09-23 |
002 | 2019-01-01 | RICHARD ABBATE | 2020-09-21 | RICHARD ABBATE | 2020-09-21 |
002 | 2018-01-01 | RICHARD ABBATE | 2019-08-23 | RICHARD ABBATE | 2019-08-23 |
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | RICHARD ABBATE | RICHARD ABBATE | 2016-10-13 | |
002 | 2014-01-01 | RICHARD ABBATE | RICHARD ABBATE | 2015-07-29 | |
002 | 2013-01-01 | RICHARD ABBATE | RICHARD ABBATE | 2014-07-30 | |
002 | 2012-01-01 | CARSTEN BLASE | CARSTEN BLASE | 2013-07-29 | |
002 | 2011-01-01 | CARSTEN BLASE | |||
002 | 2010-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE | |||
002 | 2009-01-01 | CARSTEN BLASE |
Measure | Date | Value |
---|---|---|
2022: IGUS BEARINGS, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 483 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 407 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 65 |
Total of all active and inactive participants | 2022-01-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 472 |
Number of participants with account balances | 2022-01-01 | 377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: IGUS BEARINGS, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 471 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 83 |
Total of all active and inactive participants | 2021-01-01 | 483 |
Total participants | 2021-01-01 | 483 |
Number of participants with account balances | 2021-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: IGUS BEARINGS, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 409 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 57 |
Total of all active and inactive participants | 2020-01-01 | 457 |
Total participants | 2020-01-01 | 457 |
Number of participants with account balances | 2020-01-01 | 369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: IGUS BEARINGS, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 388 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 350 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 40 |
Total of all active and inactive participants | 2019-01-01 | 390 |
Total participants | 2019-01-01 | 390 |
Number of participants with account balances | 2019-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: IGUS BEARINGS, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 340 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
Total of all active and inactive participants | 2018-01-01 | 377 |
Total participants | 2018-01-01 | 377 |
Number of participants with account balances | 2018-01-01 | 295 |
2017: IGUS BEARINGS, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 314 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
Total of all active and inactive participants | 2017-01-01 | 336 |
Total participants | 2017-01-01 | 336 |
Number of participants with account balances | 2017-01-01 | 276 |
2016: IGUS BEARINGS, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 274 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 281 |
Total participants | 2016-01-01 | 281 |
Number of participants with account balances | 2016-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: IGUS BEARINGS, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 233 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 244 |
Number of participants with account balances | 2015-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: IGUS BEARINGS, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 221 |
Number of participants with account balances | 2014-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: IGUS BEARINGS, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 197 |
Number of participants with account balances | 2013-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: IGUS BEARINGS, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 188 |
Number of participants with account balances | 2012-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: IGUS BEARINGS, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 163 |
Number of participants with account balances | 2011-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: IGUS BEARINGS, INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 156 |
Number of participants with account balances | 2010-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: IGUS BEARINGS, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 150 |
Number of participants with account balances | 2009-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : IGUS BEARINGS, INC. 401(K) PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-659,627 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,359,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,355,373 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,208,103 |
Value of total assets at end of year | 2022-12-31 | $24,757,099 |
Value of total assets at beginning of year | 2022-12-31 | $27,776,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,550 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $13,283 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,618,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,618,707 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2022-12-31 | $2,339,916 |
Participant contributions at end of year | 2022-12-31 | $207,190 |
Participant contributions at beginning of year | 2022-12-31 | $302,633 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,083,053 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $42,500 |
Administrative expenses (other) incurred | 2022-12-31 | $4,550 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
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 |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-3,019,550 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,757,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,776,649 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $22,791,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,836,132 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $12,900 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $929,957 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $949,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $42,883 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $383 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,557,377 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $15,157 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $785,134 |
Employer contributions (assets) at end of year | 2022-12-31 | $785,134 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $688,116 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,355,373 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DISANTO PRIEST AND CO. |
Accountancy firm EIN | 2022-12-31 | 571139864 |
2021 : IGUS BEARINGS, INC. 401(K) PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $6,046,381 |
Total of all expenses incurred | 2021-12-31 | $420,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $416,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,860,761 |
Value of total assets at end of year | 2021-12-31 | $27,776,649 |
Value of total assets at beginning of year | 2021-12-31 | $22,150,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,638 |
Total interest from all sources | 2021-12-31 | $18,658 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,657,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,657,730 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2021-12-31 | $1,981,057 |
Participant contributions at end of year | 2021-12-31 | $302,633 |
Participant contributions at beginning of year | 2021-12-31 | $387,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $191,588 |
Administrative expenses (other) incurred | 2021-12-31 | $3,638 |
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 | $5,625,744 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,776,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,150,905 |
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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,836,132 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,330,558 |
Interest on participant loans | 2021-12-31 | $18,658 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $949,768 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $830,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,495,214 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $14,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 |
Contributions received in cash from employer | 2021-12-31 | $688,116 |
Employer contributions (assets) at end of year | 2021-12-31 | $688,116 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $601,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $416,999 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2021-12-31 | 571139864 |
2020 : IGUS BEARINGS, INC. 401(K) PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $5,116,956 |
Total of all expenses incurred | 2020-12-31 | $1,222,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,217,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,177,106 |
Value of total assets at end of year | 2020-12-31 | $22,150,905 |
Value of total assets at beginning of year | 2020-12-31 | $18,256,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,846 |
Total interest from all sources | 2020-12-31 | $22,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $818,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $818,718 |
Administrative expenses professional fees incurred | 2020-12-31 | $4,846 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,489,957 |
Participant contributions at end of year | 2020-12-31 | $387,998 |
Participant contributions at beginning of year | 2020-12-31 | $337,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $85,690 |
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 | $3,894,493 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,150,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,256,412 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,330,558 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $16,758,258 |
Interest on participant loans | 2020-12-31 | $22,379 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $830,890 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $598,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,084,808 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $13,945 |
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 |
Contributions received in cash from employer | 2020-12-31 | $601,459 |
Employer contributions (assets) at end of year | 2020-12-31 | $601,459 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $562,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,217,617 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2020-12-31 | 571139864 |
2019 : IGUS BEARINGS, INC. 401(K) PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $5,220,630 |
Total of all expenses incurred | 2019-12-31 | $928,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $922,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,161,770 |
Value of total assets at end of year | 2019-12-31 | $18,256,412 |
Value of total assets at beginning of year | 2019-12-31 | $13,964,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,250 |
Total interest from all sources | 2019-12-31 | $18,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $777,674 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $777,674 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,487,186 |
Participant contributions at end of year | 2019-12-31 | $337,391 |
Participant contributions at beginning of year | 2019-12-31 | $273,770 |
Participant contributions at beginning of year | 2019-12-31 | $24 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $112,544 |
Administrative expenses (other) incurred | 2019-12-31 | $6,250 |
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 | $4,291,944 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,256,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,964,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,758,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,637,703 |
Interest on participant loans | 2019-12-31 | $18,261 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $598,723 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $560,106 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,251,428 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $11,497 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $562,040 |
Employer contributions (assets) at end of year | 2019-12-31 | $562,040 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $492,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $922,436 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2019-12-31 | 571139864 |
2018 : IGUS BEARINGS, INC. 401(K) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $1,182,854 |
Total of all expenses incurred | 2018-12-31 | $851,865 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $847,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,125,222 |
Value of total assets at end of year | 2018-12-31 | $13,964,468 |
Value of total assets at beginning of year | 2018-12-31 | $13,633,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,425 |
Total interest from all sources | 2018-12-31 | $11,119 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $920,542 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $920,542 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,381,021 |
Participant contributions at end of year | 2018-12-31 | $273,770 |
Participant contributions at beginning of year | 2018-12-31 | $203,448 |
Participant contributions at end of year | 2018-12-31 | $24 |
Participant contributions at beginning of year | 2018-12-31 | $562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $251,336 |
Administrative expenses (other) incurred | 2018-12-31 | $4,425 |
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 | $330,989 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,964,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,633,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,637,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,646,688 |
Interest on participant loans | 2018-12-31 | $11,119 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $560,106 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $336,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,881,584 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $7,555 |
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 |
Contributions received in cash from employer | 2018-12-31 | $492,865 |
Employer contributions (assets) at end of year | 2018-12-31 | $492,865 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $446,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $847,440 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2018-12-31 | 571139864 |
2017 : IGUS BEARINGS, INC. 401(K) PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $3,596,309 |
Total of all expenses incurred | 2017-12-31 | $133,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $131,239 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,655,266 |
Value of total assets at end of year | 2017-12-31 | $13,633,479 |
Value of total assets at beginning of year | 2017-12-31 | $10,170,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,519 |
Total interest from all sources | 2017-12-31 | $9,905 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $420,798 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $420,798 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,519 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,174,942 |
Participant contributions at end of year | 2017-12-31 | $203,448 |
Participant contributions at beginning of year | 2017-12-31 | $199,728 |
Participant contributions at end of year | 2017-12-31 | $562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $34,033 |
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 | $3,462,551 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,633,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,170,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,646,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,257,680 |
Interest on participant loans | 2017-12-31 | $9,905 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $336,490 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $335,739 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,505,720 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,620 |
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 |
Contributions received in cash from employer | 2017-12-31 | $446,291 |
Employer contributions (assets) at end of year | 2017-12-31 | $446,291 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $377,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $131,239 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2017-12-31 | 571139864 |
2016 : IGUS BEARINGS, INC. 401(K) PLAN 2016 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,631 |
Total income from all sources (including contributions) | 2016-12-31 | $2,616,780 |
Total of all expenses incurred | 2016-12-31 | $196,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $195,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,325,386 |
Value of total assets at end of year | 2016-12-31 | $10,170,928 |
Value of total assets at beginning of year | 2016-12-31 | $7,762,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,294 |
Total interest from all sources | 2016-12-31 | $8,942 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $385,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $385,345 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $894,264 |
Participant contributions at end of year | 2016-12-31 | $199,728 |
Participant contributions at beginning of year | 2016-12-31 | $151,283 |
Participant contributions at beginning of year | 2016-12-31 | $58,369 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $53,341 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $11,631 |
Administrative expenses (other) incurred | 2016-12-31 | $1,294 |
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 | $2,419,878 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,170,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,751,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,257,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,273,837 |
Interest on participant loans | 2016-12-31 | $8,942 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $335,739 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $279,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $893,369 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,738 |
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 | $377,781 |
Employer contributions (assets) at end of year | 2016-12-31 | $377,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $195,608 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DISANTO, PRIEST & CO. |
Accountancy firm EIN | 2016-12-31 | 571139864 |
2015 : IGUS BEARINGS, INC. 401(K) PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,631 |
Total income from all sources (including contributions) | 2015-12-31 | $699,023 |
Total of all expenses incurred | 2015-12-31 | $38,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $36,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $757,332 |
Value of total assets at end of year | 2015-12-31 | $7,762,681 |
Value of total assets at beginning of year | 2015-12-31 | $7,090,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,950 |
Total interest from all sources | 2015-12-31 | $7,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $78,870 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $78,870 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $754,211 |
Participant contributions at end of year | 2015-12-31 | $151,283 |
Participant contributions at beginning of year | 2015-12-31 | $133,988 |
Participant contributions at end of year | 2015-12-31 | $58,369 |
Participant contributions at beginning of year | 2015-12-31 | $33,786 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,121 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $11,631 |
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 | $660,589 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,751,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,090,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,273,837 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,700,839 |
Interest on participant loans | 2015-12-31 | $7,894 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $279,192 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $221,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-145,073 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $36,484 |
Contract administrator fees | 2015-12-31 | $1,950 |
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 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DISANTO, PRIEST & CO |
Accountancy firm EIN | 2015-12-31 | 571139864 |
2014 : IGUS BEARINGS, INC. 401(K) PLAN 2014 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,109,845 |
Total of all expenses incurred | 2014-12-31 | $180,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $174,385 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $696,895 |
Value of total assets at end of year | 2014-12-31 | $7,090,461 |
Value of total assets at beginning of year | 2014-12-31 | $6,161,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,184 |
Total interest from all sources | 2014-12-31 | $5,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $75,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 |
Contributions received from participants | 2014-12-31 | $676,775 |
Participant contributions at end of year | 2014-12-31 | $133,988 |
Participant contributions at beginning of year | 2014-12-31 | $108,674 |
Participant contributions at end of year | 2014-12-31 | $33,786 |
Participant contributions at beginning of year | 2014-12-31 | $28,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $20,120 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $334 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $929,050 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,090,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,161,411 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,700,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,896,099 |
Interest on participant loans | 2014-12-31 | $5,311 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $221,848 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $127,993 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $332,343 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 |
Income. Dividends from preferred stock | 2014-12-31 | $75,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $174,385 |
Contract administrator fees | 2014-12-31 | $2,850 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DISANTO, PRIEST & CO |
Accountancy firm EIN | 2014-12-31 | 571139864 |
2013 : IGUS BEARINGS, INC. 401(K) PLAN 2013 401k financial data | ||
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,557,331 |
Total of all expenses incurred | 2013-12-31 | $213,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $210,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $575,708 |
Value of total assets at end of year | 2013-12-31 | $6,161,411 |
Value of total assets at beginning of year | 2013-12-31 | $4,817,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,066 |
Total interest from all sources | 2013-12-31 | $5,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $47,807 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $47,807 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 |
Contributions received from participants | 2013-12-31 | $548,151 |
Participant contributions at end of year | 2013-12-31 | $108,674 |
Participant contributions at beginning of year | 2013-12-31 | $130,872 |
Participant contributions at end of year | 2013-12-31 | $28,645 |
Participant contributions at beginning of year | 2013-12-31 | $899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $27,557 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $1,581 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,344,043 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,161,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,817,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,896,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,571,951 |
Interest on participant loans | 2013-12-31 | $5,635 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $127,993 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $113,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $928,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $210,222 |
Contract administrator fees | 2013-12-31 | $1,485 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
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 | DISANTO, PRIEST & CO |
Accountancy firm EIN | 2013-12-31 | 571139864 |
2012 : IGUS BEARINGS, INC. 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,069,299 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $82,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $73,484 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,993 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $571,809 |
Value of total assets at end of year | 2012-12-31 | $4,817,368 |
Value of total assets at beginning of year | 2012-12-31 | $3,830,489 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,943 |
Total interest from all sources | 2012-12-31 | $6,352 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $53,909 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $53,909 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $531,131 |
Participant contributions at end of year | 2012-12-31 | $130,872 |
Participant contributions at beginning of year | 2012-12-31 | $138,898 |
Participant contributions at end of year | 2012-12-31 | $899 |
Participant contributions at beginning of year | 2012-12-31 | $20,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $40,678 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $113 |
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 | $986,879 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,817,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,830,489 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,571,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,570,766 |
Interest on participant loans | 2012-12-31 | $6,345 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $113,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $100,160 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $100,160 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $437,229 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $73,484 |
Contract administrator fees | 2012-12-31 | $1,830 |
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 | 2012-12-31 | Yes |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
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 | DISANTO, PRIEST & CO |
Accountancy firm EIN | 2012-12-31 | 571139864 |
2011 : IGUS BEARINGS, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $403,543 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $68,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $67,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $502,474 |
Value of total assets at end of year | 2011-12-31 | $3,830,489 |
Value of total assets at beginning of year | 2011-12-31 | $3,495,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,310 |
Total interest from all sources | 2011-12-31 | $6,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $32,882 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $32,882 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $502,474 |
Participant contributions at end of year | 2011-12-31 | $138,898 |
Participant contributions at beginning of year | 2011-12-31 | $126,974 |
Participant contributions at end of year | 2011-12-31 | $20,665 |
Participant contributions at beginning of year | 2011-12-31 | $21,687 |
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 | $335,150 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,830,489 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,495,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,570,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,251,157 |
Interest on participant loans | 2011-12-31 | $6,910 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $100,160 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $95,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $95,521 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-138,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $67,083 |
Contract administrator fees | 2011-12-31 | $1,310 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DISANTO, PRIEST & CO |
Accountancy firm EIN | 2011-12-31 | 571139864 |
2010 : IGUS BEARINGS, INC. 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $903,441 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $64,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $63,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $513,499 |
Value of total assets at end of year | 2010-12-31 | $3,495,339 |
Value of total assets at beginning of year | 2010-12-31 | $2,656,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,375 |
Total interest from all sources | 2010-12-31 | $2,189 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $29,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $29,335 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $491,879 |
Participant contributions at end of year | 2010-12-31 | $126,974 |
Participant contributions at beginning of year | 2010-12-31 | $34,537 |
Participant contributions at end of year | 2010-12-31 | $21,687 |
Participant contributions at beginning of year | 2010-12-31 | $22,737 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $21,620 |
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 | $838,769 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,495,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,656,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,251,157 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,513,915 |
Interest on participant loans | 2010-12-31 | $2,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $95,521 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $85,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $85,381 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $358,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $63,297 |
Contract administrator fees | 2010-12-31 | $1,375 |
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 |
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 | DISANTO, PRIEST & COMPANY |
Accountancy firm EIN | 2010-12-31 | 571139864 |
2009 : IGUS BEARINGS, INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IGUS BEARINGS, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: IGUS BEARINGS, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: IGUS BEARINGS, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: IGUS BEARINGS, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IGUS BEARINGS, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: IGUS BEARINGS, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IGUS BEARINGS, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: IGUS BEARINGS, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IGUS BEARINGS, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: IGUS BEARINGS, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IGUS BEARINGS, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IGUS BEARINGS, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IGUS BEARINGS, INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IGUS BEARINGS, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |