VECTOR WP MIDCO, INC. DBA WOOD TECHNOLOGIES INTERNATIONAL has sponsored the creation of one or more 401k plans.
Additional information about VECTOR WP MIDCO, INC. DBA WOOD TECHNOLOGIES INTERNATIONAL
| Measure | Date | Value |
|---|
| 2017 : SIMONDS PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $27,323 |
| Total transfer of assets from this plan | 2017-12-31 | $541,617 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,617,720 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,546,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,409,243 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,493,299 |
| Value of total assets at end of year | 2017-12-31 | $27,147,215 |
| Value of total assets at beginning of year | 2017-12-31 | $24,590,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $137,143 |
| Total interest from all sources | 2017-12-31 | $198,995 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $328,024 |
| 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 | $328,024 |
| 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 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $849,921 |
| Participant contributions at end of year | 2017-12-31 | $518,323 |
| Participant contributions at beginning of year | 2017-12-31 | $459,471 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $76,606 |
| Other income not declared elsewhere | 2017-12-31 | $56,191 |
| Administrative expenses (other) incurred | 2017-12-31 | $137,143 |
| 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 | $3,071,334 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $27,147,215 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,590,175 |
| 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 | $16,946,490 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,249,467 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,888,332 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,674,104 |
| Interest on participant loans | 2017-12-31 | $29,293 |
| Interest earned on other investments | 2017-12-31 | $169,702 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,794,070 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $8,207,133 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,324,010 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $217,201 |
| 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 | $566,772 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,409,243 |
| 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 | 2017-12-31 | Yes |
| 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 | NEWBURG & COMPANY |
| Accountancy firm EIN | 2017-12-31 | 042805993 |
| 2016 : SIMONDS PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $4,496,617 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,204,443 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,149,622 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,014,334 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $6,315 |
| Value of total corrective distributions | 2016-12-31 | $218 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,636,306 |
| Value of total assets at end of year | 2016-12-31 | $24,590,175 |
| Value of total assets at beginning of year | 2016-12-31 | $27,031,971 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $128,755 |
| Total interest from all sources | 2016-12-31 | $220,429 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $310,702 |
| 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 | $310,702 |
| 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 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $855,353 |
| Participant contributions at end of year | 2016-12-31 | $459,471 |
| Participant contributions at beginning of year | 2016-12-31 | $444,310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $51,531 |
| Other income not declared elsewhere | 2016-12-31 | $34,667 |
| Administrative expenses (other) incurred | 2016-12-31 | $128,755 |
| 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 | $2,054,821 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,590,175 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,031,971 |
| 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 | $14,249,467 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,958,635 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,674,104 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,544,797 |
| Interest on participant loans | 2016-12-31 | $21,942 |
| Interest earned on other investments | 2016-12-31 | $198,487 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $8,207,133 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $8,084,229 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $901,225 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $101,114 |
| 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 | $729,422 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,014,334 |
| 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 | 2016-12-31 | Yes |
| 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 | NEWBURG & COMPANY |
| Accountancy firm EIN | 2016-12-31 | 042805993 |
| 2015 : SIMONDS PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,924,637 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,953,371 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,852,531 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,843,538 |
| Value of total assets at end of year | 2015-12-31 | $27,031,971 |
| Value of total assets at beginning of year | 2015-12-31 | $27,060,705 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $100,840 |
| Total interest from all sources | 2015-12-31 | $177,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $251,826 |
| 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 | $251,826 |
| 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 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,022,600 |
| Participant contributions at end of year | 2015-12-31 | $444,310 |
| Participant contributions at beginning of year | 2015-12-31 | $449,603 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $46,145 |
| Other income not declared elsewhere | 2015-12-31 | $65,130 |
| Administrative expenses (other) incurred | 2015-12-31 | $100,840 |
| 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 | $-28,734 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,031,971 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,060,705 |
| 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 | $16,958,635 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $17,190,546 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,544,797 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,405,456 |
| Interest on participant loans | 2015-12-31 | $21,678 |
| Interest earned on other investments | 2015-12-31 | $156,128 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $8,084,229 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $8,015,100 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-413,663 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $774,793 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,852,531 |
| 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 | NEWBURG & COMPANY |
| Accountancy firm EIN | 2015-12-31 | 042805993 |
| 2014 : SIMONDS PENSION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,944,682 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,726,265 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,693,673 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,767,854 |
| Value of total assets at end of year | 2014-12-31 | $27,060,705 |
| Value of total assets at beginning of year | 2014-12-31 | $25,842,288 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $32,592 |
| Total interest from all sources | 2014-12-31 | $192,701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $198,831 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $198,831 |
| 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 | $1,023,680 |
| Participant contributions at end of year | 2014-12-31 | $449,603 |
| Participant contributions at beginning of year | 2014-12-31 | $379,322 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,016 |
| Other income not declared elsewhere | 2014-12-31 | $34,431 |
| Administrative expenses (other) incurred | 2014-12-31 | $32,592 |
| 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 | $1,218,417 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,060,705 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,842,288 |
| 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 | $17,190,546 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $15,825,662 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,405,456 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,080,827 |
| Interest on participant loans | 2014-12-31 | $20,962 |
| Interest earned on other investments | 2014-12-31 | $171,739 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $8,015,100 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $8,556,477 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $704,340 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $46,525 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $741,158 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,693,673 |
| 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 | NEWBURG & COMPANY , LLP |
| Accountancy firm EIN | 2014-12-31 | 042805993 |
| 2013 : SIMONDS PENSION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,067,155 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,104,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,068,512 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,618,380 |
| Value of total assets at end of year | 2013-12-31 | $25,842,288 |
| Value of total assets at beginning of year | 2013-12-31 | $21,880,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,402 |
| Total interest from all sources | 2013-12-31 | $237,359 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $150,976 |
| 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 | $150,976 |
| 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 | $895,819 |
| Participant contributions at end of year | 2013-12-31 | $379,322 |
| Participant contributions at beginning of year | 2013-12-31 | $408,204 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $5,755 |
| Other income not declared elsewhere | 2013-12-31 | $35,469 |
| Administrative expenses (other) incurred | 2013-12-31 | $36,402 |
| 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 | $3,962,241 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,842,288 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,880,047 |
| 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 | $15,825,662 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,585,124 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,080,827 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $790,729 |
| Interest on participant loans | 2013-12-31 | $20,453 |
| Interest earned on other investments | 2013-12-31 | $216,906 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $8,556,477 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $10,095,990 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,875,878 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $149,093 |
| 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 |
| Contributions received in cash from employer | 2013-12-31 | $716,806 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,068,512 |
| 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 | NEWBURG & COMPANY, LLP |
| Accountancy firm EIN | 2013-12-31 | 042805993 |
| 2012 : SIMONDS PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,602,896 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $2,153,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,120,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,629,732 |
| Value of total assets at end of year | 2012-12-31 | $21,880,047 |
| Value of total assets at beginning of year | 2012-12-31 | $20,430,826 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,893 |
| Total interest from all sources | 2012-12-31 | $273,003 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $157,672 |
| 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 | $157,672 |
| 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 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $882,563 |
| Participant contributions at end of year | 2012-12-31 | $408,204 |
| Participant contributions at beginning of year | 2012-12-31 | $490,540 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $34,551 |
| Other income not declared elsewhere | 2012-12-31 | $34,667 |
| Administrative expenses (other) incurred | 2012-12-31 | $32,893 |
| 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 | $1,449,221 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,880,047 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,430,826 |
| 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 | $10,585,124 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,979,037 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $790,729 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $573,017 |
| Interest on participant loans | 2012-12-31 | $24,738 |
| Interest earned on other investments | 2012-12-31 | $248,265 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $10,095,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $9,388,232 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,438,439 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $69,383 |
| 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 |
| Contributions received in cash from employer | 2012-12-31 | $712,618 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,120,782 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | NEWBURG & COMPANY, LLP |
| Accountancy firm EIN | 2012-12-31 | 042805993 |
| 2011 : SIMONDS PENSION 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 | $1,348,885 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,172,732 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,130,371 |
| Value of total corrective distributions | 2011-12-31 | $9,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,564,176 |
| Value of total assets at end of year | 2011-12-31 | $20,430,826 |
| Value of total assets at beginning of year | 2011-12-31 | $20,254,673 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $33,310 |
| Total interest from all sources | 2011-12-31 | $248,897 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $113,728 |
| 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 | $113,728 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| 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 | $845,002 |
| Participant contributions at end of year | 2011-12-31 | $490,540 |
| Participant contributions at beginning of year | 2011-12-31 | $491,007 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $314,582 |
| Other income not declared elsewhere | 2011-12-31 | $34,720 |
| Administrative expenses (other) incurred | 2011-12-31 | $33,310 |
| 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 | $176,153 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,430,826 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,254,673 |
| 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 | $9,979,037 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,696,440 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $573,017 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $535,822 |
| Interest on participant loans | 2011-12-31 | $27,532 |
| Interest earned on other investments | 2011-12-31 | $221,365 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $9,388,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $8,531,404 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-609,128 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-3,508 |
| 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 |
| Contributions received in cash from employer | 2011-12-31 | $404,592 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,130,371 |
| 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 | NEWBURG & COMPANY, LLP |
| Accountancy firm EIN | 2011-12-31 | 042805993 |
| 2010 : SIMONDS PENSION 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 | $2,892,234 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,983,571 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,912,553 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $31,383 |
| Value of total corrective distributions | 2010-12-31 | $11,748 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,227,628 |
| Value of total assets at end of year | 2010-12-31 | $20,254,673 |
| Value of total assets at beginning of year | 2010-12-31 | $19,346,010 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $27,887 |
| Total interest from all sources | 2010-12-31 | $249,513 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $104,133 |
| 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 | $104,133 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 | $711,780 |
| Participant contributions at end of year | 2010-12-31 | $491,007 |
| Participant contributions at beginning of year | 2010-12-31 | $432,785 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $368,005 |
| Other income not declared elsewhere | 2010-12-31 | $56,971 |
| Administrative expenses (other) incurred | 2010-12-31 | $27,887 |
| 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 | $908,663 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,254,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,346,010 |
| 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 | $10,696,440 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,384,588 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $535,822 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $440,594 |
| Interest on participant loans | 2010-12-31 | $29,670 |
| Interest earned on other investments | 2010-12-31 | $219,843 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $8,531,404 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $8,088,043 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,199,723 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $54,266 |
| 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 |
| Contributions received in cash from employer | 2010-12-31 | $147,843 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,912,553 |
| 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 | NEWBURG & COMPANY, LLP |
| Accountancy firm EIN | 2010-12-31 | 042805993 |
| 2009 : SIMONDS PENSION 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 |
