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Plan Name | PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PORTER WARNER INDUSTRIES, LLC |
Employer identification number (EIN): | 200883762 |
NAIC Classification: | 423800 |
Additional information about PORTER WARNER INDUSTRIES, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-03-22 |
Company Identification Number: | 0800320233 |
Legal Registered Office Address: |
2 E 38TH ST C/O WAYNE REID CHATTANOOGA United States of America (USA) 37410 |
More information about PORTER WARNER INDUSTRIES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-08-01 | ||||
001 | 2020-08-01 | ||||
001 | 2019-08-01 | ||||
001 | 2018-08-01 | ||||
001 | 2017-08-01 | DAVID GARVEY | |||
001 | 2016-08-01 | DAVID GARVEY | |||
001 | 2016-08-01 | ||||
001 | 2015-08-01 | DAVID GARVEY | |||
001 | 2014-08-01 | DAVID GARVEY | |||
001 | 2013-08-01 | DAVID GARVEY | |||
001 | 2012-08-01 | DAVID GARVEY | DAVID GARVEY | 2014-02-05 | |
001 | 2011-08-01 | DAVID GARVEY | DAVID GARVEY | 2013-02-05 | |
001 | 2009-08-01 | DAVID GARVEY |
Measure | Date | Value |
---|---|---|
2021: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-08-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 56 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 12 |
Total of all active and inactive participants | 2021-08-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
Total participants | 2021-08-01 | 68 |
Number of participants with account balances | 2021-08-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 1 |
2020: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-08-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 56 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 13 |
Total of all active and inactive participants | 2020-08-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
Total participants | 2020-08-01 | 69 |
Number of participants with account balances | 2020-08-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
2019: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-08-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 55 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 13 |
Total of all active and inactive participants | 2019-08-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
Total participants | 2019-08-01 | 68 |
Number of participants with account balances | 2019-08-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 2 |
2018: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-08-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 56 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 12 |
Total of all active and inactive participants | 2018-08-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
Total participants | 2018-08-01 | 68 |
Number of participants with account balances | 2018-08-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
2017: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 50 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 12 |
Total of all active and inactive participants | 2017-08-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
Total participants | 2017-08-01 | 62 |
Number of participants with account balances | 2017-08-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 3 |
2016: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-08-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 62 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 11 |
Total of all active and inactive participants | 2016-08-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
Total participants | 2016-08-01 | 73 |
Number of participants with account balances | 2016-08-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 3 |
2015: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 64 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 9 |
Total of all active and inactive participants | 2015-08-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
Total participants | 2015-08-01 | 73 |
Number of participants with account balances | 2015-08-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 2 |
2014: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 66 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 10 |
Total of all active and inactive participants | 2014-08-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 76 |
Number of participants with account balances | 2014-08-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 2 |
2013: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 65 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 10 |
Total of all active and inactive participants | 2013-08-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
Total participants | 2013-08-01 | 75 |
Number of participants with account balances | 2013-08-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 2 |
2012: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 62 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 8 |
Total of all active and inactive participants | 2012-08-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
Total participants | 2012-08-01 | 70 |
Number of participants with account balances | 2012-08-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 3 |
2011: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 63 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 9 |
Total of all active and inactive participants | 2011-08-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 73 |
Number of participants with account balances | 2011-08-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
2009: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 64 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 11 |
Total of all active and inactive participants | 2009-08-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 75 |
Number of participants with account balances | 2009-08-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-07-31 | $0 |
Total plan liabilities at end of year | 2022-07-31 | $0 |
Total plan liabilities at beginning of year | 2022-07-31 | $0 |
Total income from all sources | 2022-07-31 | $-1,409,154 |
Expenses. Total of all expenses incurred | 2022-07-31 | $11,306,295 |
Benefits paid (including direct rollovers) | 2022-07-31 | $11,305,237 |
Total plan assets at end of year | 2022-07-31 | $24,165,152 |
Total plan assets at beginning of year | 2022-07-31 | $36,880,601 |
Value of fidelity bond covering the plan | 2022-07-31 | $500,000 |
Assets. Value of tangible personal property | 2022-07-31 | $0 |
Total contributions received or receivable from participants | 2022-07-31 | $333,815 |
Assets. Value of loans (other than to participants) | 2022-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-07-31 | $0 |
Other income received | 2022-07-31 | $-2,322,412 |
Noncash contributions received | 2022-07-31 | $0 |
Net income (gross income less expenses) | 2022-07-31 | $-12,715,449 |
Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $24,165,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $36,880,601 |
Assets. Value of participant loans | 2022-07-31 | $108,372 |
Assets. Value of assets in partnership/joint-venture interests | 2022-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-07-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-07-31 | $0 |
Assets. Value of employer securities | 2022-07-31 | $0 |
Assets. Value of employer real property | 2022-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-07-31 | $579,443 |
Value of certain deemed distributions of participant loans | 2022-07-31 | $0 |
Value of corrective distributions | 2022-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $1,058 |
2021 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-07-31 | $0 |
Total plan liabilities at end of year | 2021-07-31 | $0 |
Total plan liabilities at beginning of year | 2021-07-31 | $0 |
Total income from all sources | 2021-07-31 | $8,891,901 |
Expenses. Total of all expenses incurred | 2021-07-31 | $5,162,938 |
Benefits paid (including direct rollovers) | 2021-07-31 | $5,161,981 |
Total plan assets at end of year | 2021-07-31 | $36,880,601 |
Total plan assets at beginning of year | 2021-07-31 | $33,151,638 |
Value of fidelity bond covering the plan | 2021-07-31 | $500,000 |
Total contributions received or receivable from participants | 2021-07-31 | $331,928 |
Expenses. Other expenses not covered elsewhere | 2021-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-07-31 | $0 |
Other income received | 2021-07-31 | $7,946,712 |
Noncash contributions received | 2021-07-31 | $0 |
Net income (gross income less expenses) | 2021-07-31 | $3,728,963 |
Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $36,880,601 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $33,151,638 |
Assets. Value of participant loans | 2021-07-31 | $123,427 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-07-31 | $613,261 |
Value of certain deemed distributions of participant loans | 2021-07-31 | $0 |
Value of corrective distributions | 2021-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $957 |
2020 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-07-31 | $0 |
Total plan liabilities at end of year | 2020-07-31 | $0 |
Total plan liabilities at beginning of year | 2020-07-31 | $0 |
Total income from all sources | 2020-07-31 | $4,492,708 |
Expenses. Total of all expenses incurred | 2020-07-31 | $2,353,478 |
Benefits paid (including direct rollovers) | 2020-07-31 | $2,352,240 |
Total plan assets at end of year | 2020-07-31 | $33,151,638 |
Total plan assets at beginning of year | 2020-07-31 | $31,012,408 |
Value of fidelity bond covering the plan | 2020-07-31 | $500,000 |
Assets. Value of tangible personal property | 2020-07-31 | $0 |
Total contributions received or receivable from participants | 2020-07-31 | $329,918 |
Assets. Value of loans (other than to participants) | 2020-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-07-31 | $0 |
Other income received | 2020-07-31 | $3,690,355 |
Noncash contributions received | 2020-07-31 | $0 |
Net income (gross income less expenses) | 2020-07-31 | $2,139,230 |
Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $33,151,638 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $31,012,408 |
Assets. Value of participant loans | 2020-07-31 | $265,294 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-07-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-07-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-07-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-07-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-07-31 | $0 |
Assets. Value of employer securities | 2020-07-31 | $0 |
Assets. Value of employer real property | 2020-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-07-31 | $472,435 |
Value of certain deemed distributions of participant loans | 2020-07-31 | $0 |
Value of corrective distributions | 2020-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $1,238 |
2018 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-07-31 | $0 |
Total plan liabilities at end of year | 2018-07-31 | $0 |
Total plan liabilities at beginning of year | 2018-07-31 | $0 |
Total income from all sources | 2018-07-31 | $3,977,091 |
Expenses. Total of all expenses incurred | 2018-07-31 | $1,998,247 |
Benefits paid (including direct rollovers) | 2018-07-31 | $1,997,359 |
Total plan assets at end of year | 2018-07-31 | $29,361,431 |
Total plan assets at beginning of year | 2018-07-31 | $27,382,587 |
Value of fidelity bond covering the plan | 2018-07-31 | $500,000 |
Total contributions received or receivable from participants | 2018-07-31 | $334,332 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
Other income received | 2018-07-31 | $3,115,590 |
Noncash contributions received | 2018-07-31 | $0 |
Net income (gross income less expenses) | 2018-07-31 | $1,978,844 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $29,361,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $27,382,587 |
Assets. Value of participant loans | 2018-07-31 | $93,440 |
Total contributions received or receivable from employer(s) | 2018-07-31 | $527,169 |
Value of certain deemed distributions of participant loans | 2018-07-31 | $0 |
Value of corrective distributions | 2018-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $888 |
2017 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-07-31 | $0 |
Total plan liabilities at end of year | 2017-07-31 | $0 |
Total plan liabilities at beginning of year | 2017-07-31 | $0 |
Total income from all sources | 2017-07-31 | $3,290,923 |
Expenses. Total of all expenses incurred | 2017-07-31 | $2,519,577 |
Benefits paid (including direct rollovers) | 2017-07-31 | $2,518,564 |
Total plan assets at end of year | 2017-07-31 | $26,883,453 |
Total plan assets at beginning of year | 2017-07-31 | $26,112,107 |
Value of fidelity bond covering the plan | 2017-07-31 | $500,000 |
Total contributions received or receivable from participants | 2017-07-31 | $367,416 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-07-31 | $0 |
Other income received | 2017-07-31 | $2,923,507 |
Noncash contributions received | 2017-07-31 | $0 |
Net income (gross income less expenses) | 2017-07-31 | $771,346 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $26,883,453 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $26,112,107 |
Assets. Value of participant loans | 2017-07-31 | $148,467 |
Total contributions received or receivable from employer(s) | 2017-07-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
Value of corrective distributions | 2017-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $1,013 |
2016 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-07-31 | $0 |
Total plan liabilities at end of year | 2016-07-31 | $0 |
Total plan liabilities at beginning of year | 2016-07-31 | $0 |
Total income from all sources | 2016-07-31 | $1,098,521 |
Expenses. Total of all expenses incurred | 2016-07-31 | $2,473,863 |
Benefits paid (including direct rollovers) | 2016-07-31 | $2,472,241 |
Total plan assets at end of year | 2016-07-31 | $26,112,107 |
Total plan assets at beginning of year | 2016-07-31 | $27,487,449 |
Value of fidelity bond covering the plan | 2016-07-31 | $500,000 |
Total contributions received or receivable from participants | 2016-07-31 | $347,303 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-07-31 | $0 |
Other income received | 2016-07-31 | $247,756 |
Noncash contributions received | 2016-07-31 | $0 |
Net income (gross income less expenses) | 2016-07-31 | $-1,375,342 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $26,112,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $27,487,449 |
Assets. Value of participant loans | 2016-07-31 | $193,395 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-07-31 | $503,462 |
Value of certain deemed distributions of participant loans | 2016-07-31 | $0 |
Value of corrective distributions | 2016-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $1,622 |
2015 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-07-31 | $0 |
Total plan liabilities at end of year | 2015-07-31 | $0 |
Total plan liabilities at beginning of year | 2015-07-31 | $0 |
Total income from all sources | 2015-07-31 | $3,065,867 |
Expenses. Total of all expenses incurred | 2015-07-31 | $817,764 |
Benefits paid (including direct rollovers) | 2015-07-31 | $816,639 |
Total plan assets at end of year | 2015-07-31 | $27,487,449 |
Total plan assets at beginning of year | 2015-07-31 | $25,239,346 |
Value of fidelity bond covering the plan | 2015-07-31 | $500,000 |
Total contributions received or receivable from participants | 2015-07-31 | $365,481 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-07-31 | $0 |
Other income received | 2015-07-31 | $2,060,995 |
Noncash contributions received | 2015-07-31 | $0 |
Net income (gross income less expenses) | 2015-07-31 | $2,248,103 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $27,487,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $25,239,346 |
Assets. Value of participant loans | 2015-07-31 | $154,449 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-07-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $639,391 |
Value of certain deemed distributions of participant loans | 2015-07-31 | $0 |
Value of corrective distributions | 2015-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $1,125 |
2014 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-07-31 | $0 |
Total plan liabilities at end of year | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $3,649,244 |
Expenses. Total of all expenses incurred | 2014-07-31 | $718,390 |
Benefits paid (including direct rollovers) | 2014-07-31 | $717,285 |
Total plan assets at end of year | 2014-07-31 | $25,239,346 |
Total plan assets at beginning of year | 2014-07-31 | $22,308,492 |
Value of fidelity bond covering the plan | 2014-07-31 | $500,000 |
Total contributions received or receivable from participants | 2014-07-31 | $347,875 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
Other income received | 2014-07-31 | $2,640,510 |
Noncash contributions received | 2014-07-31 | $0 |
Net income (gross income less expenses) | 2014-07-31 | $2,930,854 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $25,239,346 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $22,308,492 |
Assets. Value of participant loans | 2014-07-31 | $175,867 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $660,859 |
Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
Value of corrective distributions | 2014-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $1,105 |
2013 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total income from all sources | 2013-07-31 | $3,833,906 |
Expenses. Total of all expenses incurred | 2013-07-31 | $1,189,313 |
Benefits paid (including direct rollovers) | 2013-07-31 | $1,187,501 |
Total plan assets at end of year | 2013-07-31 | $22,308,492 |
Total plan assets at beginning of year | 2013-07-31 | $19,663,899 |
Value of fidelity bond covering the plan | 2013-07-31 | $500,000 |
Total contributions received or receivable from participants | 2013-07-31 | $290,894 |
Other income received | 2013-07-31 | $2,892,011 |
Net income (gross income less expenses) | 2013-07-31 | $2,644,593 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $22,308,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $19,663,899 |
Assets. Value of participant loans | 2013-07-31 | $230,734 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $651,001 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $1,812 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
2012 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total income from all sources | 2012-07-31 | $1,775,224 |
Expenses. Total of all expenses incurred | 2012-07-31 | $4,216,675 |
Benefits paid (including direct rollovers) | 2012-07-31 | $4,214,992 |
Total plan assets at end of year | 2012-07-31 | $19,663,899 |
Total plan assets at beginning of year | 2012-07-31 | $22,105,350 |
Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
Total contributions received or receivable from participants | 2012-07-31 | $356,791 |
Other income received | 2012-07-31 | $764,436 |
Net income (gross income less expenses) | 2012-07-31 | $-2,441,451 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $19,663,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $22,105,350 |
Assets. Value of participant loans | 2012-07-31 | $207,856 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $653,997 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $1,683 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
2011 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total income from all sources | 2011-07-31 | $3,644,878 |
Expenses. Total of all expenses incurred | 2011-07-31 | $939,308 |
Benefits paid (including direct rollovers) | 2011-07-31 | $937,676 |
Total plan assets at end of year | 2011-07-31 | $22,105,350 |
Total plan assets at beginning of year | 2011-07-31 | $19,399,780 |
Value of fidelity bond covering the plan | 2011-07-31 | $500,000 |
Total contributions received or receivable from participants | 2011-07-31 | $321,869 |
Other income received | 2011-07-31 | $2,813,919 |
Net income (gross income less expenses) | 2011-07-31 | $2,705,570 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $22,105,350 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $19,399,780 |
Assets. Value of participant loans | 2011-07-31 | $185,697 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $509,090 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $1,632 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
2010 : PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2021: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
---|---|---|
2021-08-01 | Type of plan entity | Single employer plan |
2021-08-01 | This submission is the final filing | No |
2021-08-01 | Plan is a collectively bargained plan | No |
2021-08-01 | Plan funding arrangement – Trust | Yes |
2021-08-01 | Plan benefit arrangement - Trust | Yes |
2020: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | Submission has been amended | No |
2020-08-01 | This submission is the final filing | No |
2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-08-01 | Plan is a collectively bargained plan | No |
2020-08-01 | Plan funding arrangement – Trust | Yes |
2020-08-01 | Plan benefit arrangement - Trust | Yes |
2019: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | This submission is the final filing | No |
2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-08-01 | Plan funding arrangement – Trust | Yes |
2019-08-01 | Plan benefit arrangement - Trust | Yes |
2018: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Submission has been amended | No |
2018-08-01 | This submission is the final filing | No |
2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-08-01 | Plan is a collectively bargained plan | No |
2018-08-01 | Plan funding arrangement – Trust | Yes |
2018-08-01 | Plan benefit arrangement - Trust | Yes |
2017: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Submission has been amended | No |
2017-08-01 | This submission is the final filing | No |
2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-08-01 | Plan is a collectively bargained plan | No |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | Yes |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: PORTER WARNER INDUSTRIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |