COLUMBUS MCKINNON CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P
| Measure | Date | Value |
|---|
| 2024 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2024 401k financial data |
|---|
| Total income from all sources (including contributions) | 2024-03-31 | $2,139,311 |
| Total of all expenses incurred | 2024-03-31 | $27,677,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-03-31 | $26,514,351 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-03-31 | $0 |
| Value of total assets at end of year | 2024-03-31 | $102,185,335 |
| Value of total assets at beginning of year | 2024-03-31 | $127,723,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-03-31 | $1,162,666 |
| Total interest from all sources | 2024-03-31 | $675,154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-03-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2024-03-31 | $0 |
| Was this plan covered by a fidelity bond | 2024-03-31 | Yes |
| Value of fidelity bond cover | 2024-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-03-31 | No |
| Administrative expenses (other) incurred | 2024-03-31 | $168,480 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Value of net income/loss | 2024-03-31 | $-25,537,706 |
| Value of net assets at end of year (total assets less liabilities) | 2024-03-31 | $102,185,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-03-31 | $127,723,041 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-03-31 | No |
| Investment advisory and management fees | 2024-03-31 | $427,305 |
| Interest earned on other investments | 2024-03-31 | $675,154 |
| Value of interest in common/collective trusts at end of year | 2024-03-31 | $98,116,518 |
| Value of interest in common/collective trusts at beginning of year | 2024-03-31 | $125,042,004 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2024-03-31 | $4,068,817 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2024-03-31 | $1,931,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2024-03-31 | $1,931,037 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-03-31 | $1,464,157 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2024-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-03-31 | No |
| Contributions received in cash from employer | 2024-03-31 | $0 |
| Employer contributions (assets) at end of year | 2024-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2024-03-31 | $750,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-03-31 | $26,514,351 |
| 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 | 2024-03-31 | No |
| Did the plan have assets held for investment | 2024-03-31 | 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 | 2024-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-03-31 | Unqualified |
| Accountancy firm name | 2024-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2024-03-31 | 161131146 |
| 2023 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-04-01 | $2,139,311 |
| Total of all expenses incurred | 2023-04-01 | $27,677,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-01 | $26,514,351 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-01 | $0 |
| Value of total assets at end of year | 2023-04-01 | $102,185,335 |
| Value of total assets at beginning of year | 2023-04-01 | $127,723,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-01 | $1,162,666 |
| Total interest from all sources | 2023-04-01 | $675,154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-04-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-04-01 | Yes |
| Value of fidelity bond cover | 2023-04-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-01 | No |
| Administrative expenses (other) incurred | 2023-04-01 | $168,480 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-01 | No |
| Value of net income/loss | 2023-04-01 | $-25,537,706 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-01 | $102,185,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-01 | $127,723,041 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-01 | No |
| Investment advisory and management fees | 2023-04-01 | $427,305 |
| Interest earned on other investments | 2023-04-01 | $675,154 |
| Value of interest in common/collective trusts at end of year | 2023-04-01 | $98,116,518 |
| Value of interest in common/collective trusts at beginning of year | 2023-04-01 | $125,042,004 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-01 | $4,068,817 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-01 | $1,464,157 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-01 | No |
| Contributions received in cash from employer | 2023-04-01 | $0 |
| Employer contributions (assets) at end of year | 2023-04-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-04-01 | $750,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-01 | $26,514,351 |
| 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 | 2023-04-01 | No |
| Did the plan have assets held for investment | 2023-04-01 | 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 | 2023-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-01 | 1 |
| Accountancy firm name | 2023-04-01 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2023-04-01 | 161131146 |
| Total income from all sources (including contributions) | 2023-03-31 | $-10,611,000 |
| Total of all expenses incurred | 2023-03-31 | $9,383,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $8,798,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $1,125,000 |
| Value of total assets at end of year | 2023-03-31 | $127,723,041 |
| Value of total assets at beginning of year | 2023-03-31 | $147,717,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $584,173 |
| Total interest from all sources | 2023-03-31 | $60,678 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-03-31 | $223,916 |
| Administrative expenses (other) incurred | 2023-03-31 | $584,173 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $-19,994,028 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $127,723,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $147,717,069 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Interest earned on other investments | 2023-03-31 | $60,678 |
| Value of interest in common/collective trusts at end of year | 2023-03-31 | $125,042,004 |
| Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $143,657,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $1,931,037 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,774,495 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $1,774,495 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-03-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-03-31 | $1,159,644 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-11,796,678 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $1,125,000 |
| Employer contributions (assets) at end of year | 2023-03-31 | $750,000 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $1,125,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $8,574,939 |
| 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 | 2023-03-31 | No |
| Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2023-03-31 | 161131146 |
| 2022 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-04-01 | $-10,611,000 |
| Total of all expenses incurred | 2022-04-01 | $9,383,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-01 | $8,798,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-01 | $1,125,000 |
| Value of total assets at end of year | 2022-04-01 | $127,723,041 |
| Value of total assets at beginning of year | 2022-04-01 | $147,717,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-01 | $584,173 |
| Total interest from all sources | 2022-04-01 | $60,678 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-01 | No |
| Was this plan covered by a fidelity bond | 2022-04-01 | Yes |
| Value of fidelity bond cover | 2022-04-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-01 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-04-01 | $223,916 |
| Administrative expenses (other) incurred | 2022-04-01 | $584,173 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-01 | No |
| Value of net income/loss | 2022-04-01 | $-19,994,028 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-01 | $127,723,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-01 | $147,717,069 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-01 | No |
| Interest earned on other investments | 2022-04-01 | $60,678 |
| Value of interest in common/collective trusts at end of year | 2022-04-01 | $125,042,004 |
| Value of interest in common/collective trusts at beginning of year | 2022-04-01 | $143,657,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-01 | $1,931,037 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-04-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-04-01 | $1,159,644 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-01 | $-11,796,678 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-01 | No |
| Contributions received in cash from employer | 2022-04-01 | $1,125,000 |
| Employer contributions (assets) at end of year | 2022-04-01 | $750,000 |
| Employer contributions (assets) at beginning of year | 2022-04-01 | $1,125,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-01 | $8,574,939 |
| 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 | 2022-04-01 | No |
| Did the plan have assets held for investment | 2022-04-01 | 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 | 2022-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-01 | 1 |
| Accountancy firm name | 2022-04-01 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-04-01 | 161131146 |
| Total income from all sources (including contributions) | 2022-03-31 | $5,199,979 |
| Total of all expenses incurred | 2022-03-31 | $8,957,966 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $8,198,916 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $1,335,000 |
| Value of total assets at end of year | 2022-03-31 | $147,717,069 |
| Value of total assets at beginning of year | 2022-03-31 | $151,475,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $759,050 |
| Total interest from all sources | 2022-03-31 | $31,202 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Administrative expenses (other) incurred | 2022-03-31 | $759,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $-3,757,987 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $147,717,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $151,475,056 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Interest earned on other investments | 2022-03-31 | $31,202 |
| Value of interest in common/collective trusts at end of year | 2022-03-31 | $143,657,930 |
| Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $147,224,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,774,495 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $1,791,956 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $1,791,956 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-03-31 | $1,159,644 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-03-31 | $1,168,947 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $3,833,777 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $1,335,000 |
| Employer contributions (assets) at end of year | 2022-03-31 | $1,125,000 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $1,290,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $8,198,916 |
| 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 | 2022-03-31 | No |
| Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-03-31 | 161131146 |
| 2021 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-03-31 | $31,903,322 |
| Total of all expenses incurred | 2021-03-31 | $9,814,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $8,407,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $1,290,000 |
| Value of total assets at end of year | 2021-03-31 | $151,475,056 |
| Value of total assets at beginning of year | 2021-03-31 | $129,386,294 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $1,407,349 |
| Total interest from all sources | 2021-03-31 | $17,296 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Administrative expenses (other) incurred | 2021-03-31 | $1,407,349 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $22,088,762 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $151,475,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $129,386,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $126,083,128 |
| Interest earned on other investments | 2021-03-31 | $17,296 |
| Value of interest in common/collective trusts at end of year | 2021-03-31 | $147,224,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $1,791,956 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $2,110,169 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $2,110,169 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-03-31 | $1,168,947 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-03-31 | $1,192,997 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $30,596,026 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $1,290,000 |
| Employer contributions (assets) at end of year | 2021-03-31 | $1,290,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $8,407,211 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | No |
| Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
| Accountancy firm name | 2021-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2021-03-31 | 161131146 |
| 2020 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-03-31 | $2,023,543 |
| Total of all expenses incurred | 2020-03-31 | $9,505,089 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $8,542,803 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $0 |
| Value of total assets at end of year | 2020-03-31 | $129,386,294 |
| Value of total assets at beginning of year | 2020-03-31 | $136,867,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $962,286 |
| Total interest from all sources | 2020-03-31 | $62,440 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Administrative expenses (other) incurred | 2020-03-31 | $962,286 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $-7,481,546 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $129,386,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $136,867,840 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $126,083,128 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $127,490,218 |
| Interest earned on other investments | 2020-03-31 | $62,440 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $2,110,169 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $2,373,632 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $2,373,632 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-03-31 | $1,192,997 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-03-31 | $1,203,990 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $1,961,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $0 |
| Employer contributions (assets) at end of year | 2020-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $5,800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $8,542,803 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
| Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
| Accountancy firm name | 2020-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2020-03-31 | 161131146 |
| 2019 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-03-31 | $11,129,153 |
| Total of all expenses incurred | 2019-03-31 | $9,918,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $8,788,331 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $5,800,000 |
| Value of total assets at end of year | 2019-03-31 | $136,867,840 |
| Value of total assets at beginning of year | 2019-03-31 | $135,657,374 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $1,130,356 |
| Total interest from all sources | 2019-03-31 | $76,272 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Administrative expenses (other) incurred | 2019-03-31 | $1,130,356 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $1,210,466 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $136,867,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $135,657,374 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $127,490,218 |
| Interest earned on other investments | 2019-03-31 | $76,272 |
| Value of interest in master investment trust accounts at beginning of year | 2019-03-31 | $130,644,623 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $2,373,632 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-03-31 | $1,203,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-03-31 | $5,012,751 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $5,252,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $5,800,000 |
| Employer contributions (assets) at end of year | 2019-03-31 | $5,800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $8,788,331 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-31 | No |
| Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
| Accountancy firm name | 2019-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2019-03-31 | 161131146 |
| 2018 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-03-31 | $14,966,073 |
| Total of all expenses incurred | 2018-03-31 | $15,237,291 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $13,875,736 |
| Value of total assets at end of year | 2018-03-31 | $135,657,374 |
| Value of total assets at beginning of year | 2018-03-31 | $135,928,592 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $1,361,555 |
| Total interest from all sources | 2018-03-31 | $279,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Administrative expenses (other) incurred | 2018-03-31 | $1,361,555 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $-271,218 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $135,657,374 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $135,928,592 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Interest earned on other investments | 2018-03-31 | $279,901 |
| Value of interest in master investment trust accounts at end of year | 2018-03-31 | $130,644,623 |
| Value of interest in master investment trust accounts at beginning of year | 2018-03-31 | $128,968,685 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-03-31 | $5,012,751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-03-31 | $4,959,907 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $13,875,736 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
| Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
| Accountancy firm name | 2018-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2018-03-31 | 161131146 |
| 2017 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-03-31 | $16,802,211 |
| Total of all expenses incurred | 2017-03-31 | $15,068,832 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $13,689,906 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $2,000,000 |
| Value of total assets at end of year | 2017-03-31 | $135,928,592 |
| Value of total assets at beginning of year | 2017-03-31 | $134,195,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $1,378,926 |
| Total interest from all sources | 2017-03-31 | $3,988,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Administrative expenses (other) incurred | 2017-03-31 | $1,378,926 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $1,733,379 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $135,928,592 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $134,195,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Interest earned on other investments | 2017-03-31 | $3,988,536 |
| Value of interest in master investment trust accounts at end of year | 2017-03-31 | $128,968,685 |
| Value of interest in master investment trust accounts at beginning of year | 2017-03-31 | $129,290,831 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-03-31 | $4,959,907 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-03-31 | $4,904,382 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $2,000,000 |
| Employer contributions (assets) at end of year | 2017-03-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $13,689,906 |
| 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 | 2017-03-31 | No |
| Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
| Accountancy firm name | 2017-03-31 | BONADIO & CO. LLP |
| Accountancy firm EIN | 2017-03-31 | 161131146 |
| 2016 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-03-31 | $-4,149,008 |
| Total of all expenses incurred | 2016-03-31 | $6,888,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $6,408,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $0 |
| Value of total assets at end of year | 2016-03-31 | $134,195,213 |
| Value of total assets at beginning of year | 2016-03-31 | $145,232,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $479,945 |
| Total interest from all sources | 2016-03-31 | $4,962,537 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Administrative expenses (other) incurred | 2016-03-31 | $479,945 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-11,037,727 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $134,195,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $145,232,940 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Interest earned on other investments | 2016-03-31 | $4,962,537 |
| Value of interest in master investment trust accounts at end of year | 2016-03-31 | $129,290,831 |
| Value of interest in master investment trust accounts at beginning of year | 2016-03-31 | $135,418,930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-03-31 | $4,904,382 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-03-31 | $4,814,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $0 |
| Employer contributions (assets) at end of year | 2016-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $5,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $6,408,774 |
| 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 | 2016-03-31 | No |
| Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
| Accountancy firm name | 2016-03-31 | BONADIO & CO. LLP |
| Accountancy firm EIN | 2016-03-31 | 161131146 |
| 2015 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-03-31 | $16,460,361 |
| Total of all expenses incurred | 2015-03-31 | $6,718,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $6,217,658 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $5,000,000 |
| Value of total assets at end of year | 2015-03-31 | $145,232,940 |
| Value of total assets at beginning of year | 2015-03-31 | $135,491,173 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $500,936 |
| Total interest from all sources | 2015-03-31 | $4,131,805 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Administrative expenses (other) incurred | 2015-03-31 | $500,936 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $9,741,767 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $145,232,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $135,491,173 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Interest earned on other investments | 2015-03-31 | $4,131,805 |
| Value of interest in master investment trust accounts at end of year | 2015-03-31 | $135,418,930 |
| Value of interest in master investment trust accounts at beginning of year | 2015-03-31 | $126,390,610 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-03-31 | $4,814,010 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-03-31 | $4,728,863 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $5,000,000 |
| Employer contributions (assets) at end of year | 2015-03-31 | $5,000,000 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $4,371,700 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $6,217,658 |
| 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 | 2015-03-31 | No |
| Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
| Accountancy firm name | 2015-03-31 | BONADIO & CO. LLP |
| Accountancy firm EIN | 2015-03-31 | 161131146 |
| 2014 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-03-31 | $19,740,337 |
| Total of all expenses incurred | 2014-03-31 | $6,639,964 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $6,210,415 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $4,371,700 |
| Value of total assets at end of year | 2014-03-31 | $135,491,173 |
| Value of total assets at beginning of year | 2014-03-31 | $122,390,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $429,549 |
| Total interest from all sources | 2014-03-31 | $2,705,984 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Administrative expenses (other) incurred | 2014-03-31 | $429,549 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $13,100,373 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $135,491,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $122,390,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Interest earned on other investments | 2014-03-31 | $2,705,984 |
| Value of interest in master investment trust accounts at end of year | 2014-03-31 | $126,390,610 |
| Value of interest in master investment trust accounts at beginning of year | 2014-03-31 | $110,823,612 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-03-31 | $4,728,863 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-03-31 | $4,692,648 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $4,371,700 |
| Employer contributions (assets) at end of year | 2014-03-31 | $4,371,700 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $6,874,540 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $6,210,415 |
| 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 | 2014-03-31 | No |
| Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
| Accountancy firm name | 2014-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2014-03-31 | 161131146 |
| 2013 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-03-31 | $19,195,465 |
| Total of all expenses incurred | 2013-03-31 | $6,228,505 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $5,806,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $6,874,540 |
| Value of total assets at end of year | 2013-03-31 | $122,390,800 |
| Value of total assets at beginning of year | 2013-03-31 | $109,423,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $422,048 |
| Total interest from all sources | 2013-03-31 | $3,251,200 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Administrative expenses (other) incurred | 2013-03-31 | $422,048 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $12,966,960 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $122,390,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $109,423,840 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Interest earned on other investments | 2013-03-31 | $3,251,200 |
| Value of interest in master investment trust accounts at end of year | 2013-03-31 | $110,823,612 |
| Value of interest in master investment trust accounts at beginning of year | 2013-03-31 | $97,930,944 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-03-31 | $4,692,648 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-03-31 | $4,593,896 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $6,874,540 |
| Employer contributions (assets) at end of year | 2013-03-31 | $6,874,540 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $6,899,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $5,806,457 |
| 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 | 2013-03-31 | No |
| Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
| Accountancy firm name | 2013-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2013-03-31 | 161131146 |
| 2012 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-03-31 | $15,161,379 |
| Total of all expenses incurred | 2012-03-31 | $5,872,817 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $5,505,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $9,059,000 |
| Value of total assets at end of year | 2012-03-31 | $109,423,840 |
| Value of total assets at beginning of year | 2012-03-31 | $100,135,278 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $367,026 |
| Total interest from all sources | 2012-03-31 | $3,418,356 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Administrative expenses (other) incurred | 2012-03-31 | $367,026 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $9,288,562 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $109,423,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $100,135,278 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Interest earned on other investments | 2012-03-31 | $3,418,356 |
| Value of interest in master investment trust accounts at end of year | 2012-03-31 | $97,930,944 |
| Value of interest in master investment trust accounts at beginning of year | 2012-03-31 | $94,580,496 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-03-31 | $4,593,896 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-31 | $4,474,897 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $9,059,000 |
| Employer contributions (assets) at end of year | 2012-03-31 | $6,899,000 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $1,079,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $5,505,791 |
| 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 | 2012-03-31 | No |
| Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
| Accountancy firm name | 2012-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2012-03-31 | 161131146 |
| 2011 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $8,147,229 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $8,147,229 |
| Total income from all sources (including contributions) | 2011-03-31 | $14,271,306 |
| Total of all expenses incurred | 2011-03-31 | $6,132,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $5,737,118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $3,029,885 |
| Value of total assets at end of year | 2011-03-31 | $100,135,278 |
| Value of total assets at beginning of year | 2011-03-31 | $91,996,417 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $395,327 |
| Total interest from all sources | 2011-03-31 | $3,094,192 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $8,138,861 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $100,135,278 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $91,996,417 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Interest earned on other investments | 2011-03-31 | $3,094,192 |
| Value of interest in master investment trust accounts at end of year | 2011-03-31 | $94,580,496 |
| Value of interest in master investment trust accounts at beginning of year | 2011-03-31 | $86,048,445 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-03-31 | $4,474,897 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-03-31 | $4,360,572 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $3,029,885 |
| Employer contributions (assets) at end of year | 2011-03-31 | $1,079,885 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $1,587,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $5,737,118 |
| Contract administrator fees | 2011-03-31 | $395,327 |
| 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 | 2011-03-31 | No |
| Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
| Accountancy firm name | 2011-03-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2011-03-31 | 161131146 |
