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Plan Name | KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KLEIN STEEL SERVICE INC |
Employer identification number (EIN): | 161273072 |
NAIC Classification: | 332300 |
Additional information about KLEIN STEEL SERVICE INC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1986-02-24 |
Company Identification Number: | 1059916 |
Legal Registered Office Address: |
1479 EAST AVE. Monroe ROCHESTER United States of America (USA) 14606 |
More information about KLEIN STEEL SERVICE INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | MICHELLE WESTRICH | 2020-10-15 | KLEIN STEEL SERVICE INC. | 2020-10-15 |
002 | 2018-01-01 | MICHELLE WESTRICH | 2019-10-15 | KLEIN STEEL SERVICE INC. | 2019-10-15 |
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | MICHELLE WESTRICH | MICHELLE WESTRICH | 2015-09-14 | |
002 | 2013-01-01 | MICHELLE WESTRICH | MICHELLE WESTRICH | 2014-10-13 | |
002 | 2012-01-01 | MICHELLE WESTRICH | MICHELLE WESTRICH | 2013-10-01 | |
002 | 2011-01-01 | LAURIE J LEO | |||
002 | 2009-01-01 | DAVID FEINSTEIN | |||
002 | 2009-01-01 | DAVID FEINSTEIN |
Measure | Date | Value |
---|---|---|
2022: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 49 |
Total of all active and inactive participants | 2021-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 208 |
Number of participants with account balances | 2021-01-01 | 195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 38 |
2020: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 47 |
Total of all active and inactive participants | 2020-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 201 |
Number of participants with account balances | 2020-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 28 |
2019: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 49 |
Total of all active and inactive participants | 2019-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 223 |
Number of participants with account balances | 2019-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 42 |
2018: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 44 |
Total of all active and inactive participants | 2018-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 224 |
Number of participants with account balances | 2018-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 53 |
2017: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 245 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 34 |
Total of all active and inactive participants | 2017-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 235 |
Number of participants with account balances | 2017-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 47 |
2016: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 37 |
Total of all active and inactive participants | 2016-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 245 |
Number of participants with account balances | 2016-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 29 |
2015: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 46 |
Total of all active and inactive participants | 2015-01-01 | 238 |
Total participants | 2015-01-01 | 238 |
Number of participants with account balances | 2015-01-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 26 |
2014: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
Total of all active and inactive participants | 2014-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 221 |
Number of participants with account balances | 2014-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 38 |
Total of all active and inactive participants | 2013-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 240 |
Number of participants with account balances | 2013-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 41 |
2012: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 55 |
Total of all active and inactive participants | 2012-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 283 |
Number of participants with account balances | 2012-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 25 |
2011: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 217 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 45 |
Total of all active and inactive participants | 2011-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 262 |
Number of participants with account balances | 2011-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 24 |
2009: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 245 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 38 |
Total of all active and inactive participants | 2009-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 241 |
Number of participants with account balances | 2009-01-01 | 233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 24 |
Measure | Date | Value |
---|---|---|
2022 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-08-31 | $0 |
Total transfer of assets to this plan | 2022-08-31 | $0 |
Total transfer of assets from this plan | 2022-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
Total income from all sources (including contributions) | 2022-08-31 | $-1,687,346 |
Total loss/gain on sale of assets | 2022-08-31 | $0 |
Total of all expenses incurred | 2022-08-31 | $13,031,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $12,972,034 |
Expenses. Certain deemed distributions of participant loans | 2022-08-31 | $4,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-31 | $395,049 |
Value of total assets at end of year | 2022-08-31 | $0 |
Value of total assets at beginning of year | 2022-08-31 | $14,718,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $54,779 |
Total interest from all sources | 2022-08-31 | $5,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-08-31 | $15,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-08-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-08-31 | $15,902 |
Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
Value of fidelity bond cover | 2022-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
Contributions received from participants | 2022-08-31 | $315,181 |
Participant contributions at beginning of year | 2022-08-31 | $257,464 |
Other income not declared elsewhere | 2022-08-31 | $13,969 |
Administrative expenses (other) incurred | 2022-08-31 | $54,779 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Value of net income/loss | 2022-08-31 | $-14,718,707 |
Value of net assets at end of year (total assets less liabilities) | 2022-08-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-08-31 | $14,718,707 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-08-31 | $13,279,524 |
Interest on participant loans | 2022-08-31 | $5,413 |
Value of interest in common/collective trusts at beginning of year | 2022-08-31 | $1,175,827 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-08-31 | $-2,130,197 |
Net investment gain or loss from common/collective trusts | 2022-08-31 | $12,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
Contributions received in cash from employer | 2022-08-31 | $79,868 |
Employer contributions (assets) at beginning of year | 2022-08-31 | $5,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $12,972,034 |
Did the plan have assets held for investment | 2022-08-31 | No |
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 | 2022-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
Accountancy firm name | 2022-08-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2022-08-31 | 161092347 |
2021 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $2,986,281 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,719,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,658,227 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $13,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,038,559 |
Value of total assets at end of year | 2021-12-31 | $14,718,707 |
Value of total assets at beginning of year | 2021-12-31 | $13,451,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $47,826 |
Total interest from all sources | 2021-12-31 | $12,857 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $741,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $741,777 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $767,369 |
Participant contributions at end of year | 2021-12-31 | $257,464 |
Participant contributions at beginning of year | 2021-12-31 | $269,014 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $92,984 |
Other income not declared elsewhere | 2021-12-31 | $1,374 |
Administrative expenses (other) incurred | 2021-12-31 | $47,826 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,266,750 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,718,707 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,451,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,279,524 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,028,000 |
Interest on participant loans | 2021-12-31 | $12,857 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,175,827 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,147,668 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,167,740 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $23,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $178,206 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,892 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,658,227 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2021-12-31 | 161092347 |
2020 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $905,174 |
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 | $27,033 |
Total income from all sources (including contributions) | 2020-12-31 | $2,724,356 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,197,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,146,369 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,319 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $959,458 |
Value of total assets at end of year | 2020-12-31 | $13,451,957 |
Value of total assets at beginning of year | 2020-12-31 | $12,857,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $48,506 |
Total interest from all sources | 2020-12-31 | $10,501 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $443,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $443,404 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $745,879 |
Participant contributions at end of year | 2020-12-31 | $269,014 |
Participant contributions at beginning of year | 2020-12-31 | $174,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,286 |
Administrative expenses (other) incurred | 2020-12-31 | $48,506 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $27,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,527,162 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,451,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,829,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,028,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,672,419 |
Interest on participant loans | 2020-12-31 | $10,501 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,147,668 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,000,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,285,262 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $25,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $195,293 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,275 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,146,369 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2020-12-31 | 161092347 |
2019 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $27,033 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $27,033 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,474 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,474 |
Total income from all sources (including contributions) | 2019-12-31 | $3,686,463 |
Total income from all sources (including contributions) | 2019-12-31 | $3,686,463 |
Total of all expenses incurred | 2019-12-31 | $1,126,898 |
Total of all expenses incurred | 2019-12-31 | $1,126,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,067,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,067,223 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,362 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,442,615 |
Value of total assets at end of year | 2019-12-31 | $12,857,002 |
Value of total assets at end of year | 2019-12-31 | $12,857,002 |
Value of total assets at beginning of year | 2019-12-31 | $10,286,878 |
Value of total assets at beginning of year | 2019-12-31 | $10,286,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $58,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $58,313 |
Total interest from all sources | 2019-12-31 | $10,148 |
Total interest from all sources | 2019-12-31 | $10,148 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $443,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $443,363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $443,363 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $792,982 |
Contributions received from participants | 2019-12-31 | $792,982 |
Participant contributions at end of year | 2019-12-31 | $174,610 |
Participant contributions at end of year | 2019-12-31 | $174,610 |
Participant contributions at beginning of year | 2019-12-31 | $238,078 |
Participant contributions at beginning of year | 2019-12-31 | $238,078 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $458,359 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $458,359 |
Administrative expenses (other) incurred | 2019-12-31 | $58,313 |
Administrative expenses (other) incurred | 2019-12-31 | $58,313 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $27,033 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $27,033 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $16,474 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $16,474 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,559,565 |
Value of net income/loss | 2019-12-31 | $2,559,565 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,829,969 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,829,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,270,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,270,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,672,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,085,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,085,567 |
Interest on participant loans | 2019-12-31 | $10,148 |
Interest on participant loans | 2019-12-31 | $10,148 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,000,042 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,000,042 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $951,601 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $951,601 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,762,795 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,762,795 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $27,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $191,274 |
Contributions received in cash from employer | 2019-12-31 | $191,274 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,931 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,931 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,632 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,067,223 |
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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MENGEL METZGER BARR & CO. LLP |
Accountancy firm EIN | 2019-12-31 | 161092347 |
Accountancy firm EIN | 2019-12-31 | 161092347 |
2018 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,474 |
Total income from all sources (including contributions) | 2018-12-31 | $464,953 |
Total of all expenses incurred | 2018-12-31 | $1,217,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,145,288 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $24,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,005,461 |
Value of total assets at end of year | 2018-12-31 | $10,286,878 |
Value of total assets at beginning of year | 2018-12-31 | $11,023,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $48,373 |
Total interest from all sources | 2018-12-31 | $14,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $452,624 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $452,624 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $797,110 |
Participant contributions at end of year | 2018-12-31 | $238,078 |
Participant contributions at beginning of year | 2018-12-31 | $348,906 |
Administrative expenses (other) incurred | 2018-12-31 | $48,373 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $16,474 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-752,942 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,270,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,023,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,085,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,735,637 |
Interest on participant loans | 2018-12-31 | $14,964 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $951,601 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $919,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,035,751 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $27,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $208,351 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,632 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $19,155 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,145,288 |
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 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2018-12-31 | 161092347 |
2017 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $2,595,333 |
Total of all expenses incurred | 2017-12-31 | $864,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $809,203 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $20,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,133,605 |
Value of total assets at end of year | 2017-12-31 | $11,023,346 |
Value of total assets at beginning of year | 2017-12-31 | $9,292,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,761 |
Total interest from all sources | 2017-12-31 | $13,031 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $332,999 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $332,999 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $800,444 |
Participant contributions at end of year | 2017-12-31 | $348,906 |
Participant contributions at beginning of year | 2017-12-31 | $288,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $132,119 |
Other income not declared elsewhere | 2017-12-31 | $176 |
Administrative expenses (other) incurred | 2017-12-31 | $34,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,731,266 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,023,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,292,080 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,735,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,091,446 |
Interest on participant loans | 2017-12-31 | $13,031 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $919,648 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $901,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,092,774 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $22,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $201,042 |
Employer contributions (assets) at end of year | 2017-12-31 | $19,155 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $10,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $809,203 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2017-12-31 | 161092347 |
2016 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2016 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,554 |
Total income from all sources (including contributions) | 2016-12-31 | $1,878,755 |
Total of all expenses incurred | 2016-12-31 | $992,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $949,541 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,113,280 |
Value of total assets at end of year | 2016-12-31 | $9,292,080 |
Value of total assets at beginning of year | 2016-12-31 | $8,410,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $42,576 |
Total interest from all sources | 2016-12-31 | $11,125 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $271,696 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $271,696 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $794,031 |
Participant contributions at end of year | 2016-12-31 | $288,525 |
Participant contributions at beginning of year | 2016-12-31 | $321,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $103,057 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $4,554 |
Other income not declared elsewhere | 2016-12-31 | $12,677 |
Administrative expenses (other) incurred | 2016-12-31 | $42,576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $886,380 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,292,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,405,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,091,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,169,446 |
Interest on participant loans | 2016-12-31 | $11,125 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $901,139 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $919,238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $444,829 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $25,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $216,192 |
Employer contributions (assets) at end of year | 2016-12-31 | $10,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $949,541 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2016-12-31 | 161092347 |
2015 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,554 |
Total income from all sources (including contributions) | 2015-12-31 | $877,083 |
Total of all expenses incurred | 2015-12-31 | $368,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $343,704 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $10,046 |
Value of total corrective distributions | 2015-12-31 | $5,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,021,526 |
Value of total assets at end of year | 2015-12-31 | $8,410,254 |
Value of total assets at beginning of year | 2015-12-31 | $7,897,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,707 |
Total interest from all sources | 2015-12-31 | $10,271 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $413,878 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $413,878 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $794,909 |
Participant contributions at end of year | 2015-12-31 | $321,570 |
Participant contributions at beginning of year | 2015-12-31 | $232,867 |
Participant contributions at beginning of year | 2015-12-31 | $11,408 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $4,554 |
Other income not declared elsewhere | 2015-12-31 | $275 |
Administrative expenses (other) incurred | 2015-12-31 | $8,707 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $508,636 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,405,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,897,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,169,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,934,355 |
Interest on participant loans | 2015-12-31 | $10,271 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $919,238 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $715,310 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-578,022 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $9,155 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $226,617 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $343,704 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2015-12-31 | 161092347 |
2014 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,334,730 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $775,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $753,130 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $18,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $872,991 |
Value of total assets at end of year | 2014-12-31 | $7,897,064 |
Value of total assets at beginning of year | 2014-12-31 | $7,337,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,893 |
Total interest from all sources | 2014-12-31 | $8,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $436,773 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $436,773 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $771,399 |
Participant contributions at end of year | 2014-12-31 | $232,867 |
Participant contributions at beginning of year | 2014-12-31 | $198,797 |
Participant contributions at end of year | 2014-12-31 | $11,408 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $21,478 |
Administrative expenses (other) incurred | 2014-12-31 | $18 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $559,617 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,897,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,337,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,934,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,331,549 |
Interest on participant loans | 2014-12-31 | $8,649 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $715,310 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $807,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $13,599 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $80,114 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $753,130 |
Contract administrator fees | 2014-12-31 | $3,875 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2014-12-31 | 161092347 |
2013 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,943,535 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $839,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $832,238 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $980,983 |
Value of total assets at end of year | 2013-12-31 | $7,337,447 |
Value of total assets at beginning of year | 2013-12-31 | $6,233,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,596 |
Total interest from all sources | 2013-12-31 | $7,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $268,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $268,499 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $752,689 |
Participant contributions at end of year | 2013-12-31 | $198,797 |
Participant contributions at beginning of year | 2013-12-31 | $183,262 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,547 |
Other income not declared elsewhere | 2013-12-31 | $114 |
Administrative expenses (other) incurred | 2013-12-31 | $6,596 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,103,726 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,337,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,233,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,331,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,326,451 |
Interest on participant loans | 2013-12-31 | $7,700 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $807,101 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $724,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $694,202 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-7,963 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $226,747 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $832,238 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2013-12-31 | 161092347 |
2012 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,365 |
Total income from all sources (including contributions) | 2012-12-31 | $1,760,303 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $416,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $392,857 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $19,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,240,252 |
Value of total assets at end of year | 2012-12-31 | $6,233,721 |
Value of total assets at beginning of year | 2012-12-31 | $4,893,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,135 |
Total interest from all sources | 2012-12-31 | $7,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $200,437 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $200,437 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $718,479 |
Participant contributions at end of year | 2012-12-31 | $183,262 |
Participant contributions at beginning of year | 2012-12-31 | $142,372 |
Participant contributions at end of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $296,425 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,365 |
Administrative expenses (other) incurred | 2012-12-31 | $4,135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,343,839 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,233,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,889,882 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,326,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,419,134 |
Interest on participant loans | 2012-12-31 | $7,413 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $724,008 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,331,629 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $327,993 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $-15,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $225,348 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $392,857 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2012-12-31 | 161092347 |
2011 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,365 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,694 |
Total income from all sources (including contributions) | 2011-12-31 | $750,551 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $631,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $626,980 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $759,963 |
Value of total assets at end of year | 2011-12-31 | $4,893,247 |
Value of total assets at beginning of year | 2011-12-31 | $4,777,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,037 |
Total interest from all sources | 2011-12-31 | $7,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $82,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $82,398 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $618,774 |
Participant contributions at end of year | 2011-12-31 | $142,372 |
Participant contributions at beginning of year | 2011-12-31 | $172,031 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $45,748 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,365 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,694 |
Administrative expenses (other) incurred | 2011-12-31 | $3,037 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $118,757 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,889,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,771,125 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,419,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,457,210 |
Interest on participant loans | 2011-12-31 | $7,007 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,331,629 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,124,230 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-141,790 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $42,973 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $95,441 |
Employer contributions (assets) at end of year | 2011-12-31 | $112 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $24,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $626,980 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2011-12-31 | 161092347 |
2010 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,694 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $18,949 |
Total income from all sources (including contributions) | 2010-12-31 | $1,260,378 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $310,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $294,969 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $680,683 |
Value of total assets at end of year | 2010-12-31 | $4,777,819 |
Value of total assets at beginning of year | 2010-12-31 | $3,840,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,752 |
Total interest from all sources | 2010-12-31 | $10,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $74,055 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $74,055 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $523,067 |
Participant contributions at end of year | 2010-12-31 | $172,031 |
Participant contributions at beginning of year | 2010-12-31 | $159,959 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $57,832 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,694 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $18,949 |
Administrative expenses (other) incurred | 2010-12-31 | $13,752 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $949,895 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,771,125 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,821,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,457,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,763,567 |
Interest on participant loans | 2010-12-31 | $10,811 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,124,230 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $916,653 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $362,925 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $131,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $99,784 |
Employer contributions (assets) at end of year | 2010-12-31 | $24,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $294,969 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MENGEL METZGER BARR & CO LLP |
Accountancy firm EIN | 2010-12-31 | 161092347 |
2009 : KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KLEIN STEEL SERVICE INC. 401(K) PROFIT SHARING PLA 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |