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PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEKO PRECISION PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEKO PRECISION PRODUCTS, INC.
Employer identification number (EIN):160916457
NAIC Classification:332900

Additional information about PEKO PRECISION PRODUCTS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1966-04-04
Company Identification Number: 197227
Legal Registered Office Address: 1400 EMERSON ST
Monroe
ROCHESTER
United States of America (USA)
14606

More information about PEKO PRECISION PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEONARD OLIVIERI
0022016-01-01LEONARD OLIVIERI
0022015-01-01LEONARD OLIVIERI
0022014-01-01LEONARD OLIVIERI
0022013-01-01LEONARD OLIVIERI
0022012-01-01LEONARD OLIVIERI
0022011-01-01LEONARD OLIVIERI
0022010-01-01LEONARD OLIVIERI
0022009-01-01LEONARD OLIVIERI

Plan Statistics for PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01379
Total number of active participants reported on line 7a of the Form 55002022-01-01328
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01367
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01361
Total number of active participants reported on line 7a of the Form 55002021-01-01339
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01379
Number of participants with account balances2021-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01361
Total number of active participants reported on line 7a of the Form 55002020-01-01323
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01361
Number of participants with account balances2020-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-01329
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01361
Number of participants with account balances2019-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01420
Total number of active participants reported on line 7a of the Form 55002018-01-01312
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01344
Number of participants with account balances2018-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01423
Total number of active participants reported on line 7a of the Form 55002017-01-01362
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01388
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01382
Total number of active participants reported on line 7a of the Form 55002016-01-01306
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01323
Number of participants with account balances2016-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01364
Number of participants with account balances2015-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01346
Total number of active participants reported on line 7a of the Form 55002014-01-01294
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01285
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01330
Number of participants with account balances2013-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01331
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01385
Total number of active participants reported on line 7a of the Form 55002011-01-01331
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01354
Number of participants with account balances2011-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01301
Total number of active participants reported on line 7a of the Form 55002010-01-01327
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01343
Number of participants with account balances2010-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01290
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01340
Number of participants with account balances2009-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,330,714
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,888,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,776,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,023,731
Value of total assets at end of year2022-12-31$21,133,413
Value of total assets at beginning of year2022-12-31$24,352,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,290
Total interest from all sources2022-12-31$91,722
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$251,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$251,817
Administrative expenses professional fees incurred2022-12-31$49,641
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$675,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,480,418
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$209,926
Administrative expenses (other) incurred2022-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,219,090
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,133,413
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,352,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,953,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,285,445
Value of interest in pooled separate accounts at end of year2022-12-31$3,380,238
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,247,276
Interest earned on other investments2022-12-31$91,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,799,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,819,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,605,556
Net investment gain/loss from pooled separate accounts2022-12-31$-1,092,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$333,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,776,086
Contract administrator fees2022-12-31$51,676
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2022-12-31474526160
2021 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,048,512
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,505,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,383,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,854,689
Value of total assets at end of year2021-12-31$24,352,503
Value of total assets at beginning of year2021-12-31$21,809,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$121,960
Total interest from all sources2021-12-31$92,453
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$304,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$304,213
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$675,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,438,404
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$119,371
Other income not declared elsewhere2021-12-31$-19,616
Administrative expenses (other) incurred2021-12-31$121,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,543,325
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,352,503
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,809,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,285,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,694,296
Value of interest in pooled separate accounts at end of year2021-12-31$4,247,276
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,634,200
Interest earned on other investments2021-12-31$92,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,819,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,480,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,045,181
Net investment gain/loss from pooled separate accounts2021-12-31$771,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$296,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,383,227
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2021-12-31474526160
2020 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,017,123
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$968,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$872,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,649,040
Value of total assets at end of year2020-12-31$21,809,178
Value of total assets at beginning of year2020-12-31$18,760,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,376
Total interest from all sources2020-12-31$74,999
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$231,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$231,640
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$675,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,273,774
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$74,246
Other income not declared elsewhere2020-12-31$433
Administrative expenses (other) incurred2020-12-31$95,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,048,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,809,178
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,760,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,694,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,131,084
Value of interest in pooled separate accounts at end of year2020-12-31$3,634,200
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,419,653
Interest earned on other investments2020-12-31$74,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,480,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,209,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,265,772
Net investment gain/loss from pooled separate accounts2020-12-31$795,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$301,020
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$872,831
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2020-12-31474526160
2019 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,193,004
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,859,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,781,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,359,276
Value of total assets at end of year2019-12-31$18,760,262
Value of total assets at beginning of year2019-12-31$16,426,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,174
Total interest from all sources2019-12-31$75,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$250,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$250,352
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$675,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,103,907
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,867
Other income not declared elsewhere2019-12-31$52
Administrative expenses (other) incurred2019-12-31$77,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,333,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,760,262
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,426,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,131,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,794,575
Value of interest in pooled separate accounts at end of year2019-12-31$4,419,653
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,609,565
Interest earned on other investments2019-12-31$75,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,209,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,787,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,477,888
Net investment gain/loss from pooled separate accounts2019-12-31$1,030,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$210,502
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$234,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,781,946
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2019-12-31474526160
2018 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$531,598
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,524,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,382,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,096,939
Value of total assets at end of year2018-12-31$16,426,378
Value of total assets at beginning of year2018-12-31$17,419,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,635
Total interest from all sources2018-12-31$70,145
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$228,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$228,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$675,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$828,806
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,300
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,989
Other income not declared elsewhere2018-12-31$52,142
Administrative expenses (other) incurred2018-12-31$142,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-993,169
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,426,378
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,419,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,794,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,265,620
Value of interest in pooled separate accounts at end of year2018-12-31$3,609,565
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,989,272
Interest earned on other investments2018-12-31$70,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,787,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,014,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-848,203
Net investment gain/loss from pooled separate accounts2018-12-31$-67,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$235,144
Employer contributions (assets) at end of year2018-12-31$234,882
Employer contributions (assets) at beginning of year2018-12-31$148,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,382,132
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2018-12-31474526160
2017 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,975,363
Total of all expenses incurred2017-12-31$879,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$784,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$852,381
Value of total assets at end of year2017-12-31$17,419,547
Value of total assets at beginning of year2017-12-31$15,323,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,185
Total interest from all sources2017-12-31$66,929
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$207,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$207,428
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$675,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$703,787
Participant contributions at end of year2017-12-31$1,300
Participant contributions at beginning of year2017-12-31$23,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,095,587
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,419,547
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,323,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,265,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,131,456
Value of interest in pooled separate accounts at end of year2017-12-31$3,989,272
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,100,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$66,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,014,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,922,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$980,088
Net investment gain/loss from pooled separate accounts2017-12-31$868,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$148,594
Employer contributions (assets) at end of year2017-12-31$148,594
Employer contributions (assets) at beginning of year2017-12-31$145,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$784,591
Contract administrator fees2017-12-31$95,185
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2017-12-31474526160
2016 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,824,885
Total of all expenses incurred2016-12-31$933,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$883,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$869,135
Value of total assets at end of year2016-12-31$15,323,960
Value of total assets at beginning of year2016-12-31$14,432,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,885
Total interest from all sources2016-12-31$40,800
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$200,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$200,424
Administrative expenses professional fees incurred2016-12-31$1,695
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$675,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$659,213
Participant contributions at end of year2016-12-31$23,473
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$-2,065
Other income not declared elsewhere2016-12-31$13,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$891,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,323,960
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,432,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$47,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,131,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,077,099
Value of interest in pooled separate accounts at end of year2016-12-31$3,100,202
Interest earned on other investments2016-12-31$485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,922,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$177,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$129,850
Net investment gain/loss from pooled separate accounts2016-12-31$570,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$145,936
Employer contributions (assets) at end of year2016-12-31$145,936
Employer contributions (assets) at beginning of year2016-12-31$172,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$883,201
Contract administrator fees2016-12-31$479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2016-12-31474526160
2015 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$895,057
Total of all expenses incurred2015-12-31$349,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$336,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,075,596
Value of total assets at end of year2015-12-31$14,432,161
Value of total assets at beginning of year2015-12-31$13,886,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,908
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$675,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$608,199
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$294,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$-2,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$545,318
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,432,161
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,886,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,077,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,469,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$177,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$173,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-180,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,500
Employer contributions (assets) at end of year2015-12-31$172,500
Employer contributions (assets) at beginning of year2015-12-31$231,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$336,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2015-12-31474526160
2014 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,689,155
Total of all expenses incurred2014-12-31$641,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$583,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,211,156
Value of total assets at end of year2014-12-31$13,886,843
Value of total assets at beginning of year2014-12-31$12,839,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$23,386
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$675,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$529,516
Participant contributions at beginning of year2014-12-31$11,116
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$185,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,047,317
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,886,843
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,839,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$33,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,469,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,642,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$173,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$170,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$477,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$495,846
Employer contributions (assets) at end of year2014-12-31$231,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$583,648
Contract administrator fees2014-12-31$1,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EFP ROTENBERG LLP
Accountancy firm EIN2014-12-31264298079
2013 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,721,140
Total of all expenses incurred2013-12-31$329,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$287,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$749,453
Value of total assets at end of year2013-12-31$12,839,526
Value of total assets at beginning of year2013-12-31$10,447,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,294
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$7,690
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$675,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$490,130
Participant contributions at end of year2013-12-31$11,116
Participant contributions at beginning of year2013-12-31$8,469
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,391,952
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,839,526
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,447,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$32,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,642,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,259,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$170,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$165,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,971,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$254,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$287,894
Contract administrator fees2013-12-31$1,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2013-12-31264298079
2012 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,972,186
Total of all expenses incurred2012-12-31$410,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$365,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$750,377
Value of total assets at end of year2012-12-31$10,447,574
Value of total assets at beginning of year2012-12-31$8,885,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,033
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$15,880
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$675,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$463,056
Participant contributions at end of year2012-12-31$8,469
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,321
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,561,788
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,447,574
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,885,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,259,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,709,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$165,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$171,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,221,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$365,365
Contract administrator fees2012-12-31$1,308
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2012-12-31264298079
2011 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$382,225
Total of all expenses incurred2011-12-31$265,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$740,007
Value of total assets at end of year2011-12-31$8,885,786
Value of total assets at beginning of year2011-12-31$8,768,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,179
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$27,733
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$675,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$466,943
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,064
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$116,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,885,786
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,768,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,709,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,582,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$171,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$166,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-357,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$254,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,151
Contract administrator fees2011-12-31$1,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2011-12-31264298079
2010 : PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,558,429
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$607,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$562,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$502,331
Value of total assets at end of year2010-12-31$8,768,891
Value of total assets at beginning of year2010-12-31$7,817,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,301
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$21,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$675,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$441,209
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$635
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,122
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$951,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,768,891
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,817,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,582,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,656,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$166,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$158,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,056,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$562,101
Contract administrator fees2010-12-31$1,193
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2010-12-31264298079

Form 5500 Responses for PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

2022: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074848
Policy instance 1
Insurance contract or identification number074848
Number of Individuals Covered367
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074848
Policy instance 1
Insurance contract or identification number074848
Number of Individuals Covered379
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074848
Policy instance 1
Insurance contract or identification number074848
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074848
Policy instance 1
Insurance contract or identification number074848
Number of Individuals Covered361
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074848
Policy instance 1
Insurance contract or identification number074848
Number of Individuals Covered307
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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