SIMONDS INTERNATIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FITCHBURG HOURLY 401(K) SAVINGS PLAN
Measure | Date | Value |
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2015 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2015 401k financial data |
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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 | $310,548 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $763,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $731,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $263,782 |
Value of total assets at end of year | 2015-12-31 | $4,158,796 |
Value of total assets at beginning of year | 2015-12-31 | $4,612,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $32,838 |
Total interest from all sources | 2015-12-31 | $28,525 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $38,931 |
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 | $38,931 |
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 | $263,782 |
Participant contributions at end of year | 2015-12-31 | $137,207 |
Participant contributions at beginning of year | 2015-12-31 | $184,352 |
Other income not declared elsewhere | 2015-12-31 | $20,200 |
Administrative expenses (other) incurred | 2015-12-31 | $32,838 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-453,294 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,158,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,612,090 |
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 | $2,782,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,187,916 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $110,085 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $108,620 |
Interest on participant loans | 2015-12-31 | $7,935 |
Interest earned on other investments | 2015-12-31 | $20,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,128,914 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,131,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-40,890 |
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 | $731,004 |
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, LLP |
Accountancy firm EIN | 2015-12-31 | 042805993 |
2014 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2014 401k financial data |
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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 | $535,326 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $195,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $183,638 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $320,602 |
Value of total assets at end of year | 2014-12-31 | $4,612,090 |
Value of total assets at beginning of year | 2014-12-31 | $4,272,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,535 |
Total interest from all sources | 2014-12-31 | $31,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $33,687 |
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 | $33,687 |
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 | $311,664 |
Participant contributions at end of year | 2014-12-31 | $184,352 |
Participant contributions at beginning of year | 2014-12-31 | $143,717 |
Other income not declared elsewhere | 2014-12-31 | $7,834 |
Administrative expenses (other) incurred | 2014-12-31 | $9,535 |
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 | $339,766 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,612,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,272,324 |
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 | $3,187,916 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,878,083 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $108,620 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $139,028 |
Interest on participant loans | 2014-12-31 | $8,348 |
Interest earned on other investments | 2014-12-31 | $23,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,131,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,111,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $136,156 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $5,293 |
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 | $8,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $183,638 |
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 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2013 401k financial data |
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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 | $936,268 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $177,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $168,997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $284,545 |
Value of total assets at end of year | 2013-12-31 | $4,272,324 |
Value of total assets at beginning of year | 2013-12-31 | $3,513,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,720 |
Total interest from all sources | 2013-12-31 | $30,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $27,870 |
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 | $27,870 |
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 | $284,545 |
Participant contributions at end of year | 2013-12-31 | $143,717 |
Participant contributions at beginning of year | 2013-12-31 | $117,274 |
Other income not declared elsewhere | 2013-12-31 | $7,554 |
Administrative expenses (other) incurred | 2013-12-31 | $8,720 |
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 | $758,551 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,272,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,513,773 |
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 | $2,878,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,226,371 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $139,028 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $103,506 |
Interest on participant loans | 2013-12-31 | $6,249 |
Interest earned on other investments | 2013-12-31 | $23,863 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,111,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,066,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $570,748 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $15,439 |
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 | $168,997 |
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 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2012 401k financial data |
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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 | $642,885 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $91,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $83,325 |
Value of total corrective distributions | 2012-12-31 | $33 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $281,864 |
Value of total assets at end of year | 2012-12-31 | $3,513,773 |
Value of total assets at beginning of year | 2012-12-31 | $2,962,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,624 |
Total interest from all sources | 2012-12-31 | $32,143 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $30,005 |
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 | $30,005 |
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 | $250,333 |
Participant contributions at end of year | 2012-12-31 | $117,274 |
Participant contributions at beginning of year | 2012-12-31 | $96,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $31,531 |
Other income not declared elsewhere | 2012-12-31 | $7,833 |
Administrative expenses (other) incurred | 2012-12-31 | $8,624 |
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 | $550,903 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,513,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,962,870 |
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 | $2,226,371 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,853,024 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $103,506 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $66,256 |
Interest on participant loans | 2012-12-31 | $5,535 |
Interest earned on other investments | 2012-12-31 | $26,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,066,622 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $947,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $285,256 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $5,784 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $83,325 |
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 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2011 401k financial data |
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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 | $177,614 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $155,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $146,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $237,324 |
Value of total assets at end of year | 2011-12-31 | $2,962,870 |
Value of total assets at beginning of year | 2011-12-31 | $2,940,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,904 |
Total interest from all sources | 2011-12-31 | $30,038 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $19,959 |
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 | $19,959 |
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 | $237,324 |
Participant contributions at end of year | 2011-12-31 | $96,301 |
Participant contributions at beginning of year | 2011-12-31 | $102,499 |
Other income not declared elsewhere | 2011-12-31 | $7,833 |
Administrative expenses (other) incurred | 2011-12-31 | $8,904 |
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 | $22,298 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,962,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,940,572 |
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 | $1,853,024 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,836,869 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $66,256 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $64,445 |
Interest on participant loans | 2011-12-31 | $6,045 |
Interest earned on other investments | 2011-12-31 | $23,993 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $947,289 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $936,759 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-119,351 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $1,811 |
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 | $146,412 |
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 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2010 401k financial data |
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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 | $438,292 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $169,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $156,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $182,270 |
Value of total assets at end of year | 2010-12-31 | $2,940,572 |
Value of total assets at beginning of year | 2010-12-31 | $2,672,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,192 |
Total interest from all sources | 2010-12-31 | $30,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $18,109 |
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 | $18,109 |
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 | $182,270 |
Participant contributions at end of year | 2010-12-31 | $102,499 |
Participant contributions at beginning of year | 2010-12-31 | $86,555 |
Other income not declared elsewhere | 2010-12-31 | $7,981 |
Administrative expenses (other) incurred | 2010-12-31 | $13,192 |
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 | $268,450 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,940,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,672,122 |
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 | $1,836,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,631,969 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $64,445 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $58,962 |
Interest on participant loans | 2010-12-31 | $5,857 |
Interest earned on other investments | 2010-12-31 | $24,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $936,759 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $894,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $193,840 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $5,484 |
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 | $156,650 |
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 | 2010-12-31 | No |
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 : FITCHBURG HOURLY 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |