PRESTOLITE ELECTRIC, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRESTOLITE RETIREMENT SAVINGS PLAN
Measure | Date | Value |
---|
2022 : PRESTOLITE RETIREMENT SAVINGS PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-3,805,316 |
Total of all expenses incurred | 2022-12-31 | $4,125,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,044,736 |
Value of total corrective distributions | 2022-12-31 | $20,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $893,936 |
Value of total assets at end of year | 2022-12-31 | $17,550,432 |
Value of total assets at beginning of year | 2022-12-31 | $25,481,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $60,203 |
Total interest from all sources | 2022-12-31 | $7,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $229,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $229,794 |
Administrative expenses professional fees incurred | 2022-12-31 | $5,700 |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $707,095 |
Participant contributions at end of year | 2022-12-31 | $179,015 |
Participant contributions at beginning of year | 2022-12-31 | $132,469 |
Participant contributions at end of year | 2022-12-31 | $23,735 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $387 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $359 |
Administrative expenses (other) incurred | 2022-12-31 | $27,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,931,178 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,550,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,481,610 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $27,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,501,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,191,205 |
Interest on participant loans | 2022-12-31 | $7,138 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,839,905 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,157,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,969,981 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $33,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $186,841 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,027 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,044,736 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2022-12-31 | 341143487 |
2021 : PRESTOLITE RETIREMENT SAVINGS PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $4,716,339 |
Total of all expenses incurred | 2021-12-31 | $3,864,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,780,403 |
Value of total corrective distributions | 2021-12-31 | $953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $896,310 |
Value of total assets at end of year | 2021-12-31 | $25,481,610 |
Value of total assets at beginning of year | 2021-12-31 | $24,629,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $83,082 |
Total interest from all sources | 2021-12-31 | $5,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $295,298 |
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 | $295,298 |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $688,568 |
Participant contributions at end of year | 2021-12-31 | $132,469 |
Participant contributions at beginning of year | 2021-12-31 | $148,174 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $52,048 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $359 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $173 |
Administrative expenses (other) incurred | 2021-12-31 | $22,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $851,901 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,481,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,629,709 |
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 |
Investment advisory and management fees | 2021-12-31 | $60,961 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,191,205 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,104,575 |
Interest on participant loans | 2021-12-31 | $5,950 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,157,577 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,376,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,484,925 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $33,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $155,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,780,403 |
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 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2021-12-31 | 341143487 |
2020 : PRESTOLITE RETIREMENT SAVINGS PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $4,867,349 |
Total of all expenses incurred | 2020-12-31 | $3,175,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,106,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $713,703 |
Value of total assets at end of year | 2020-12-31 | $24,629,709 |
Value of total assets at beginning of year | 2020-12-31 | $22,937,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $69,069 |
Total interest from all sources | 2020-12-31 | $8,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $219,566 |
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 | $219,566 |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $588,432 |
Participant contributions at end of year | 2020-12-31 | $148,174 |
Participant contributions at beginning of year | 2020-12-31 | $223,621 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $173 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $310 |
Administrative expenses (other) incurred | 2020-12-31 | $22,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,692,223 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,629,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,937,486 |
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 |
Investment advisory and management fees | 2020-12-31 | $46,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,104,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,686,785 |
Interest on participant loans | 2020-12-31 | $8,950 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,376,787 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,026,770 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,899,688 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $25,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $125,271 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,106,057 |
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 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2020-12-31 | 341143487 |
2019 : PRESTOLITE RETIREMENT SAVINGS PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-12-31 | $5,489,229 |
Total of all expenses incurred | 2019-12-31 | $2,587,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,515,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $713,410 |
Value of total assets at end of year | 2019-12-31 | $22,937,486 |
Value of total assets at beginning of year | 2019-12-31 | $20,035,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $71,569 |
Total interest from all sources | 2019-12-31 | $10,590 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $308,749 |
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 | $308,749 |
Administrative expenses professional fees incurred | 2019-12-31 | $16,530 |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $570,439 |
Participant contributions at end of year | 2019-12-31 | $223,621 |
Participant contributions at beginning of year | 2019-12-31 | $252,264 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $10,002 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $21,376 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,901,955 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,937,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,035,531 |
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 |
Investment advisory and management fees | 2019-12-31 | $33,663 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,686,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,161,725 |
Interest on participant loans | 2019-12-31 | $10,590 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,026,770 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,621,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,309,917 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $146,563 |
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 |
Contributions received in cash from employer | 2019-12-31 | $132,969 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,515,705 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan 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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 341143487 |
2018 : PRESTOLITE RETIREMENT SAVINGS PLAN 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-12-31 | $-185,997 |
Total of all expenses incurred | 2018-12-31 | $4,048,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,972,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $569,397 |
Value of total assets at end of year | 2018-12-31 | $20,035,531 |
Value of total assets at beginning of year | 2018-12-31 | $24,270,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $76,104 |
Total interest from all sources | 2018-12-31 | $12,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $267,779 |
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 | $267,779 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $554,976 |
Participant contributions at end of year | 2018-12-31 | $252,264 |
Participant contributions at beginning of year | 2018-12-31 | $352,183 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $4,746 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,421 |
Administrative expenses (other) incurred | 2018-12-31 | $22,104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,234,941 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,035,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,270,472 |
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 |
Investment advisory and management fees | 2018-12-31 | $54,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,161,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,074,315 |
Interest on participant loans | 2018-12-31 | $12,492 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,621,542 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,839,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,067,105 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $31,440 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,972,840 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2018-12-31 | 341153487 |
2017 : PRESTOLITE RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $4,368,519 |
Total of all expenses incurred | 2017-12-31 | $3,099,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,098,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $511,280 |
Value of total assets at end of year | 2017-12-31 | $24,270,472 |
Value of total assets at beginning of year | 2017-12-31 | $23,001,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $160 |
Total interest from all sources | 2017-12-31 | $14,155 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $861,048 |
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 | $861,048 |
Was this plan covered by a fidelity bond | 2017-12-31 | No |
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 | $511,280 |
Participant contributions at end of year | 2017-12-31 | $352,183 |
Participant contributions at beginning of year | 2017-12-31 | $358,571 |
Participant contributions at end of year | 2017-12-31 | $4,746 |
Participant contributions at beginning of year | 2017-12-31 | $5,004 |
Administrative expenses (other) incurred | 2017-12-31 | $160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,269,378 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,270,472 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $23,001,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $21,074,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,670,879 |
Interest on participant loans | 2017-12-31 | $14,155 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,839,228 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,966,640 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,956,480 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $25,556 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,098,981 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2017-12-31 | 341153487 |
2016 : PRESTOLITE RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,987,323 |
Total of all expenses incurred | 2016-12-31 | $3,006,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,005,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $576,495 |
Value of total assets at end of year | 2016-12-31 | $23,001,094 |
Value of total assets at beginning of year | 2016-12-31 | $24,019,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40 |
Total interest from all sources | 2016-12-31 | $15,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $587,814 |
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 | $587,814 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
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 | $576,495 |
Participant contributions at end of year | 2016-12-31 | $358,571 |
Participant contributions at beginning of year | 2016-12-31 | $452,844 |
Participant contributions at end of year | 2016-12-31 | $5,004 |
Participant contributions at beginning of year | 2016-12-31 | $6,307 |
Administrative expenses (other) incurred | 2016-12-31 | $40 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,018,681 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $23,001,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,019,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,670,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,168,492 |
Interest on participant loans | 2016-12-31 | $15,010 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,966,640 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,392,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $787,641 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $20,363 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,005,964 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 341153487 |
2015 : PRESTOLITE RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $397,539 |
Total of all expenses incurred | 2015-12-31 | $3,975,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,975,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $736,614 |
Value of total assets at end of year | 2015-12-31 | $24,019,775 |
Value of total assets at beginning of year | 2015-12-31 | $27,597,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $120 |
Total interest from all sources | 2015-12-31 | $20,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,046,677 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,046,677 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $661,482 |
Participant contributions at end of year | 2015-12-31 | $452,844 |
Participant contributions at beginning of year | 2015-12-31 | $604,818 |
Participant contributions at end of year | 2015-12-31 | $6,307 |
Participant contributions at beginning of year | 2015-12-31 | $6,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $75,132 |
Administrative expenses (other) incurred | 2015-12-31 | $120 |
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 | $-3,578,100 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,019,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,597,875 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,168,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,176,982 |
Interest on participant loans | 2015-12-31 | $20,293 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,392,132 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,809,378 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,408,042 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,997 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,975,519 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2015-12-31 | 341153487 |
2014 : PRESTOLITE RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $2,904,093 |
Total of all expenses incurred | 2014-12-31 | $4,560,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,560,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $897,217 |
Value of total assets at end of year | 2014-12-31 | $27,597,875 |
Value of total assets at beginning of year | 2014-12-31 | $29,254,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $80 |
Total interest from all sources | 2014-12-31 | $26,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,493,086 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,493,086 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $834,136 |
Participant contributions at end of year | 2014-12-31 | $604,818 |
Participant contributions at beginning of year | 2014-12-31 | $718,446 |
Participant contributions at end of year | 2014-12-31 | $6,697 |
Participant contributions at beginning of year | 2014-12-31 | $6,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $63,081 |
Administrative expenses (other) incurred | 2014-12-31 | $80 |
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 | $-1,656,306 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,597,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,254,181 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,176,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,399,408 |
Interest on participant loans | 2014-12-31 | $26,845 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,809,378 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,129,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $434,661 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $52,284 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,560,319 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2014-12-31 | 341153487 |
2013 : PRESTOLITE RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $6,427,721 |
Total of all expenses incurred | 2013-12-31 | $2,324,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,324,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $934,371 |
Value of total assets at end of year | 2013-12-31 | $29,254,181 |
Value of total assets at beginning of year | 2013-12-31 | $25,150,628 |
Total interest from all sources | 2013-12-31 | $26,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $584,987 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $584,987 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
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 | $725,104 |
Participant contributions at end of year | 2013-12-31 | $718,446 |
Participant contributions at beginning of year | 2013-12-31 | $684,998 |
Participant contributions at end of year | 2013-12-31 | $6,530 |
Participant contributions at beginning of year | 2013-12-31 | $22,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $209,267 |
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 | $4,103,553 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,254,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,150,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,399,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $19,944,725 |
Interest on participant loans | 2013-12-31 | $26,121 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,129,797 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,498,651 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,910,011 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-27,769 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,324,168 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK, KING & ASSOCIATES |
Accountancy firm EIN | 2013-12-31 | 341153487 |