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Plan Name | ASHLAND INC UNION SAVINGS PLAN |
Plan identification number | 020 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ASHLAND INC. |
Employer identification number (EIN): | 200865835 |
NAIC Classification: | 325100 |
Additional information about ASHLAND INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2005-05-04 |
Company Identification Number: | 80492 |
Legal Registered Office Address: |
400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495 |
More information about ASHLAND INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
020 | 2021-01-01 | ||||
020 | 2020-01-01 | ||||
020 | 2019-01-01 | ||||
020 | 2018-01-01 | ||||
020 | 2017-01-01 | DENISE BRADY | |||
020 | 2016-01-01 | DENISE BRADY | |||
020 | 2015-01-01 | ROBIN SWANSON | |||
020 | 2014-01-01 | ROBIN SWANSON | |||
020 | 2013-01-01 | ROBIN SWANSON | ROBIN SWANSON | 2014-10-09 | |
020 | 2012-01-01 | JOSEPH LAKE | |||
020 | 2011-01-01 | JOSEPH LAKE |
Measure | Date | Value |
---|---|---|
2021: ASHLAND INC UNION SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 104 |
Number of participants with account balances | 2021-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ASHLAND INC UNION SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
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 | 16 |
Total of all active and inactive participants | 2020-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 109 |
Number of participants with account balances | 2020-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ASHLAND INC UNION SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 304 |
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 | 12 |
Total of all active and inactive participants | 2019-01-01 | 316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 317 |
Number of participants with account balances | 2019-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ASHLAND INC UNION SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 310 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 322 |
Number of participants with account balances | 2018-01-01 | 128 |
2017: ASHLAND INC UNION SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 320 |
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 | 9 |
Total of all active and inactive participants | 2017-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 330 |
Number of participants with account balances | 2017-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ASHLAND INC UNION SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 312 |
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 | 10 |
Total of all active and inactive participants | 2016-01-01 | 322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 323 |
Number of participants with account balances | 2016-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ASHLAND INC UNION SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 29 |
Total of all active and inactive participants | 2015-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 252 |
Number of participants with account balances | 2015-01-01 | 235 |
2014: ASHLAND INC UNION SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 265 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 267 |
Number of participants with account balances | 2014-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ASHLAND INC UNION SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 327 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 345 |
Number of participants with account balances | 2013-01-01 | 270 |
2012: ASHLAND INC UNION SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 318 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 339 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 347 |
Number of participants with account balances | 2012-01-01 | 305 |
2011: ASHLAND INC UNION SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,697 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 335 |
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 | 6 |
Total of all active and inactive participants | 2011-01-01 | 341 |
Total participants | 2011-01-01 | 341 |
Number of participants with account balances | 2011-01-01 | 318 |
Measure | Date | Value |
---|---|---|
2021 : ASHLAND INC UNION SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,331 |
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 | $3,311 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,034 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,383,272 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $632,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $614,140 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $986,712 |
Value of total assets at end of year | 2021-12-31 | $23,277,810 |
Value of total assets at beginning of year | 2021-12-31 | $19,529,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,408 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $49,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $743,617 |
Participant contributions at end of year | 2021-12-31 | $913,211 |
Participant contributions at beginning of year | 2021-12-31 | $1,036,622 |
Participant contributions at end of year | 2021-12-31 | $22,287 |
Participant contributions at beginning of year | 2021-12-31 | $25,056 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $18,408 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $3,301 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $5,287 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $3,750,724 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,274,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,522,444 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $49,509 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $22,337,312 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $18,462,082 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $243,095 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,718 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $614,140 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $10 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,747 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2021-12-31 | 351178661 |
2020 : ASHLAND INC UNION SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
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 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,034 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,809 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,227,307 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,977,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,964,549 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $11,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $947,341 |
Value of total assets at end of year | 2020-12-31 | $19,529,478 |
Value of total assets at beginning of year | 2020-12-31 | $19,275,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,257 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $63,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $714,508 |
Participant contributions at end of year | 2020-12-31 | $1,036,622 |
Participant contributions at beginning of year | 2020-12-31 | $1,133,558 |
Participant contributions at end of year | 2020-12-31 | $25,056 |
Participant contributions at beginning of year | 2020-12-31 | $25,121 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $1,257 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $5,287 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,931 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $249,514 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,522,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,272,930 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $63,540 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $18,462,082 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $18,111,918 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $232,833 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,718 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,142 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,964,549 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,747 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $878 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2020-12-31 | 351178661 |
2019 : ASHLAND INC UNION SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,809 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $11,435 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,079,755 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,823,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,815,166 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $999,113 |
Value of total assets at end of year | 2019-12-31 | $19,275,739 |
Value of total assets at beginning of year | 2019-12-31 | $17,027,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,097 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $63,224 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 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 | $699,509 |
Participant contributions at end of year | 2019-12-31 | $1,133,558 |
Participant contributions at beginning of year | 2019-12-31 | $1,118,841 |
Participant contributions at end of year | 2019-12-31 | $25,121 |
Participant contributions at beginning of year | 2019-12-31 | $46,400 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $62,611 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $8,097 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,931 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $8,847 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $2,256,492 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,272,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,016,438 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $63,224 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $18,111,918 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $15,853,503 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $236,993 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,142 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,129 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,815,166 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $878 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $2,588 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2019-12-31 | 351178661 |
2018 : ASHLAND INC UNION SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $11,435 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,185 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $427,388 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,061,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,080,937 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-32,051 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,049,137 |
Value of total assets at end of year | 2018-12-31 | $17,027,873 |
Value of total assets at beginning of year | 2018-12-31 | $18,654,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,306 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $56,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $745,166 |
Participant contributions at end of year | 2018-12-31 | $1,118,841 |
Participant contributions at beginning of year | 2018-12-31 | $1,116,613 |
Participant contributions at end of year | 2018-12-31 | $46,400 |
Participant contributions at beginning of year | 2018-12-31 | $49,676 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $55,620 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $12,306 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $8,847 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $4,148 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-1,633,804 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,016,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,650,242 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $56,901 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $15,853,503 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $17,477,999 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $248,351 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,129 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $10,139 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,080,937 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $2,588 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $37 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2018-12-31 | 351178661 |
2017 : ASHLAND INC UNION SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $16,023,165 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,185 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $28,956 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,045,823 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,611,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,589,960 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $12,340 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,103,107 |
Value of total assets at end of year | 2017-12-31 | $18,654,427 |
Value of total assets at beginning of year | 2017-12-31 | $33,268,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,631 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $51,814 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $801,376 |
Participant contributions at end of year | 2017-12-31 | $1,116,613 |
Participant contributions at beginning of year | 2017-12-31 | $1,590,237 |
Participant contributions at end of year | 2017-12-31 | $49,676 |
Participant contributions at beginning of year | 2017-12-31 | $90,977 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $16,220 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $9,631 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $4,148 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $26,470 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,433,892 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,650,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,239,515 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $51,814 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $17,477,999 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $31,426,105 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $285,511 |
Employer contributions (assets) at end of year | 2017-12-31 | $10,139 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $161,152 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,589,960 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $37 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $2,486 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2017-12-31 | 351178661 |
2016 : ASHLAND INC UNION SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $28,956 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,570 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,465,141 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,002,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,966,418 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $18,177 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,482,755 |
Value of total assets at end of year | 2016-12-31 | $33,268,471 |
Value of total assets at beginning of year | 2016-12-31 | $30,781,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,917 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $69,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,662,198 |
Participant contributions at end of year | 2016-12-31 | $1,590,237 |
Participant contributions at beginning of year | 2016-12-31 | $1,672,220 |
Participant contributions at end of year | 2016-12-31 | $90,977 |
Participant contributions at beginning of year | 2016-12-31 | $27,593 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $54,985 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $-61,840 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $26,470 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $3,462 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $2,462,629 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $33,239,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,776,886 |
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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $17,917 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $69,562 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $31,426,105 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $28,907,796 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $765,572 |
Employer contributions (assets) at end of year | 2016-12-31 | $161,152 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $173,847 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,966,418 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $2,486 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,108 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2016-12-31 | 351178661 |
2015 : ASHLAND INC UNION SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,570 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,051 |
Total income from all sources (including contributions) | 2015-12-31 | $1,795,209 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,207,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,192,268 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,310,159 |
Value of total assets at end of year | 2015-12-31 | $30,781,456 |
Value of total assets at beginning of year | 2015-12-31 | $30,196,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,141 |
Total interest from all sources | 2015-12-31 | $76,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,562,989 |
Participant contributions at end of year | 2015-12-31 | $1,672,220 |
Participant contributions at beginning of year | 2015-12-31 | $1,787,398 |
Participant contributions at end of year | 2015-12-31 | $27,593 |
Participant contributions at beginning of year | 2015-12-31 | $65,840 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $3,462 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $6,123 |
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 | $587,371 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $30,776,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $30,189,515 |
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 |
Investment advisory and management fees | 2015-12-31 | $15,141 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $76,772 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $28,907,796 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $28,156,617 |
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 | $747,170 |
Employer contributions (assets) at end of year | 2015-12-31 | $173,847 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $186,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,192,268 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,108 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $928 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BLUE AND COMPANY, LLC |
Accountancy firm EIN | 2015-12-31 | 351178661 |
2014 : ASHLAND INC UNION SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $222,583 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,051 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,227 |
Expenses. Interest paid | 2014-12-31 | $2,382 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $2,382 |
Total income from all sources (including contributions) | 2014-12-31 | $4,802,859 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,785,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,772,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,514,682 |
Value of total assets at end of year | 2014-12-31 | $30,196,566 |
Value of total assets at beginning of year | 2014-12-31 | $28,401,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,872 |
Total interest from all sources | 2014-12-31 | $70,053 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,669,639 |
Participant contributions at end of year | 2014-12-31 | $1,787,398 |
Participant contributions at beginning of year | 2014-12-31 | $1,623,454 |
Participant contributions at end of year | 2014-12-31 | $65,840 |
Participant contributions at beginning of year | 2014-12-31 | $15,727 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $50,061 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $6,123 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $6,074 |
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 | $2,017,512 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $30,189,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,394,586 |
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 |
Investment advisory and management fees | 2014-12-31 | $10,872 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $70,053 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $28,156,617 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $26,758,299 |
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 | $794,982 |
Employer contributions (assets) at end of year | 2014-12-31 | $186,711 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,772,093 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $928 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,153 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BLUE AND CO., LLC |
Accountancy firm EIN | 2014-12-31 | 351178661 |
2013 : ASHLAND INC UNION SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $5,093,573 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7,227 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $31,275 |
Total income from all sources (including contributions) | 2013-12-31 | $6,296,851 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,492,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,473,041 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,360,387 |
Value of total assets at end of year | 2013-12-31 | $28,401,813 |
Value of total assets at beginning of year | 2013-12-31 | $30,714,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,349 |
Total interest from all sources | 2013-12-31 | $63,062 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,707,915 |
Participant contributions at end of year | 2013-12-31 | $1,623,454 |
Participant contributions at beginning of year | 2013-12-31 | $1,484,615 |
Participant contributions at end of year | 2013-12-31 | $15,727 |
Participant contributions at beginning of year | 2013-12-31 | $64,954 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $6,074 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $22,210 |
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 | $2,804,448 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,394,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,683,711 |
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 |
Investment advisory and management fees | 2013-12-31 | $12,349 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $63,062 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $26,758,299 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $28,955,121 |
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 | $652,472 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,333 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $210,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,473,041 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,153 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $9,065 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BLUE & CO LLC |
Accountancy firm EIN | 2013-12-31 | 351178661 |
2012 : ASHLAND INC UNION SAVINGS PLAN 2012 401k financial data | ||
Total transfer of assets from this plan | 2012-12-31 | $958,153 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $31,275 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $18,248 |
Total income from all sources (including contributions) | 2012-12-31 | $6,381,063 |
Total of all expenses incurred | 2012-12-31 | $3,175,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,155,745 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $25 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,581,922 |
Value of total assets at end of year | 2012-12-31 | $30,714,986 |
Value of total assets at beginning of year | 2012-12-31 | $28,454,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $19,623 |
Total interest from all sources | 2012-12-31 | $57,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,713,043 |
Participant contributions at end of year | 2012-12-31 | $1,484,615 |
Participant contributions at beginning of year | 2012-12-31 | $1,247,252 |
Participant contributions at end of year | 2012-12-31 | $64,954 |
Participant contributions at beginning of year | 2012-12-31 | $59,804 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $20,003 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $22,210 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $13,183 |
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 | $3,205,670 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,683,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,436,194 |
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 |
Investment advisory and management fees | 2012-12-31 | $19,623 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $57,625 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $28,955,121 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $26,989,911 |
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 | $848,876 |
Employer contributions (assets) at end of year | 2012-12-31 | $210,296 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $157,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,155,745 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $9,065 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $5,065 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BLUE & CO. LLC |
Accountancy firm EIN | 2012-12-31 | 351178661 |
2011 : ASHLAND INC UNION SAVINGS PLAN 2011 401k financial data | ||
Total transfer of assets from this plan | 2011-12-31 | $1,150,432 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $18,248 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $221,564,252 |
Total income from all sources (including contributions) | 2011-12-31 | $3,855,655 |
Total of all expenses incurred | 2011-12-31 | $1,342,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,316,697 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,634,589 |
Value of total assets at end of year | 2011-12-31 | $28,454,442 |
Value of total assets at beginning of year | 2011-12-31 | $248,638,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,944 |
Total interest from all sources | 2011-12-31 | $51,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,742,865 |
Participant contributions at end of year | 2011-12-31 | $1,247,252 |
Participant contributions at beginning of year | 2011-12-31 | $1,301,893 |
Participant contributions at end of year | 2011-12-31 | $59,804 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $80,395 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $13,183 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $221,564,252 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $236,989,000 |
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 | $2,512,691 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,436,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,073,935 |
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 |
Investment advisory and management fees | 2011-12-31 | $25,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,262,887 |
Interest on participant loans | 2011-12-31 | $51,126 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $26,989,911 |
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 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $3,880,748 |
Contributions received in cash from employer | 2011-12-31 | $811,329 |
Employer contributions (assets) at end of year | 2011-12-31 | $157,475 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,203,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,316,697 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $5,065 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2011-12-31 | 351178661 |
2010 : ASHLAND INC UNION SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $349,325,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $221,564,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,018,000 |
Expenses. Interest paid | 2010-12-31 | $74,454 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $74,454 |
Total income from all sources (including contributions) | 2010-12-31 | $60,576,501 |
Total loss/gain on sale of assets | 2010-12-31 | $10,921,301 |
Total of all expenses incurred | 2010-12-31 | $70,124,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $69,917,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $19,531,602 |
Value of total assets at end of year | 2010-12-31 | $248,638,000 |
Value of total assets at beginning of year | 2010-12-31 | $389,965,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $132,764 |
Total interest from all sources | 2010-12-31 | $267,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,726,271 |
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 | $5,339,632 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $10,932,612 |
Participant contributions at end of year | 2010-12-31 | $1,302,000 |
Participant contributions at beginning of year | 2010-12-31 | $6,050,000 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $716,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $280,990 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $518 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $4,018,000 |
Other income not declared elsewhere | 2010-12-31 | $48,226 |
Administrative expenses (other) incurred | 2010-12-31 | $132,764 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $221,564,000 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $236,988,000 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-9,548,000 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,074,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $385,947,000 |
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 | $5,263,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $258,454,000 |
Interest on participant loans | 2010-12-31 | $267,101 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $83,540,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $23,622,000 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $460,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $3,881,000 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $40,947,000 |
Contributions received in cash from employer | 2010-12-31 | $8,318,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,204,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $258,000 |
Income. Dividends from common stock | 2010-12-31 | $386,639 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $69,916,765 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $59,710,440 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $48,789,139 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MORISON COGEN LLP |
Accountancy firm EIN | 2010-12-31 | 231406493 |
2021: ASHLAND INC UNION SAVINGS PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ASHLAND INC UNION SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ASHLAND INC UNION SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ASHLAND INC UNION SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ASHLAND INC UNION SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ASHLAND INC UNION SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ASHLAND INC UNION SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ASHLAND INC UNION SAVINGS PLAN 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: ASHLAND INC UNION SAVINGS PLAN 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: ASHLAND INC UNION SAVINGS PLAN 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: ASHLAND INC UNION SAVINGS PLAN 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 |