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GLOBE METALLURGICAL, INC. PENSION PLAN 401k Plan overview

Plan NameGLOBE METALLURGICAL, INC. PENSION PLAN
Plan identification number 003

GLOBE METALLURGICAL, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GLOBE METALLURGICAL INC. has sponsored the creation of one or more 401k plans.

Company Name:GLOBE METALLURGICAL INC.
Employer identification number (EIN):205573569
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBE METALLURGICAL, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01LUCAS NICELY
0032015-07-01JAY S. SMITH
0032014-07-01JAY S. SMITH
0032013-07-01JAY S. SMITH
0032012-07-01JAY S. SMITH
0032011-07-01RICHARD CLARK
0032010-07-01RICHARD W. CLARK
0032009-07-01RICHARD W. CLARK RICHARD W. CLARK2011-03-30

Plan Statistics for GLOBE METALLURGICAL, INC. PENSION PLAN

401k plan membership statisitcs for GLOBE METALLURGICAL, INC. PENSION PLAN

Measure Date Value
2021: GLOBE METALLURGICAL, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01209
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3019,382,999
Acturial value of plan assets2021-06-3018,897,871
Funding target for retired participants and beneficiaries receiving payment2021-06-3012,190,631
Number of terminated vested participants2021-06-3072
Fundng target for terminated vested participants2021-06-302,645,875
Active participant vested funding target2021-06-303,447,144
Number of active participants2021-06-3054
Total funding liabilities for active participants2021-06-303,460,062
Total participant count2021-06-30294
Total funding target for all participants2021-06-3018,296,568
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30190,710
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30190,710
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30207,264
Total employer contributions2021-06-30110,457
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30103,529
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3030,765
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30103,529
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: GLOBE METALLURGICAL, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01294
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-01180
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0129
Total participants2020-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3019,018,681
Acturial value of plan assets2020-06-3018,680,444
Funding target for retired participants and beneficiaries receiving payment2020-06-3011,436,180
Number of terminated vested participants2020-06-3078
Fundng target for terminated vested participants2020-06-303,139,574
Active participant vested funding target2020-06-303,759,757
Number of active participants2020-06-3057
Total funding liabilities for active participants2020-06-303,776,058
Total participant count2020-06-30300
Total funding target for all participants2020-06-3018,351,812
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30174,771
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30174,771
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30190,710
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3030,695
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: GLOBE METALLURGICAL, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01300
Total number of active participants reported on line 7a of the Form 55002019-07-0154
Number of retired or separated participants receiving benefits2019-07-01140
Number of other retired or separated participants entitled to future benefits2019-07-0170
Total of all active and inactive participants2019-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0130
Total participants2019-07-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3018,547,422
Acturial value of plan assets2019-06-3018,325,161
Funding target for retired participants and beneficiaries receiving payment2019-06-3010,328,149
Number of terminated vested participants2019-06-3079
Fundng target for terminated vested participants2019-06-302,905,494
Active participant vested funding target2019-06-304,233,120
Number of active participants2019-06-3063
Total funding liabilities for active participants2019-06-304,255,464
Total participant count2019-06-30301
Total funding target for all participants2019-06-3017,489,107
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30164,166
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30164,166
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30174,771
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3049,291
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: GLOBE METALLURGICAL, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01308
Total number of active participants reported on line 7a of the Form 55002018-07-0158
Number of retired or separated participants receiving benefits2018-07-01136
Number of other retired or separated participants entitled to future benefits2018-07-0177
Total of all active and inactive participants2018-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0129
Total participants2018-07-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3018,539,360
Acturial value of plan assets2018-06-3018,225,282
Funding target for retired participants and beneficiaries receiving payment2018-06-3010,354,604
Number of terminated vested participants2018-06-3085
Fundng target for terminated vested participants2018-06-303,100,714
Active participant vested funding target2018-06-304,262,300
Number of active participants2018-06-3069
Total funding liabilities for active participants2018-06-304,394,356
Total participant count2018-06-30313
Total funding target for all participants2018-06-3017,849,674
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30148,499
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30148,499
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30164,166
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3024,297
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: GLOBE METALLURGICAL, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01313
Total number of active participants reported on line 7a of the Form 55002017-07-0163
Number of retired or separated participants receiving benefits2017-07-01130
Number of other retired or separated participants entitled to future benefits2017-07-0178
Total of all active and inactive participants2017-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0130
Total participants2017-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3017,885,283
Acturial value of plan assets2017-06-3018,465,809
Funding target for retired participants and beneficiaries receiving payment2017-06-3010,488,764
Number of terminated vested participants2017-06-3089
Fundng target for terminated vested participants2017-06-302,995,132
Active participant vested funding target2017-06-303,884,955
Number of active participants2017-06-3069
Total funding liabilities for active participants2017-06-304,022,436
Total participant count2017-06-30323
Total funding target for all participants2017-06-3017,506,332
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30142,104
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30142,104
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30148,499
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3030,602
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: GLOBE METALLURGICAL, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01316
Total number of active participants reported on line 7a of the Form 55002016-07-0169
Number of retired or separated participants receiving benefits2016-07-01130
Number of other retired or separated participants entitled to future benefits2016-07-0183
Total of all active and inactive participants2016-07-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0131
Total participants2016-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: GLOBE METALLURGICAL, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01318
Total number of active participants reported on line 7a of the Form 55002015-07-0169
Number of retired or separated participants receiving benefits2015-07-01129
Number of other retired or separated participants entitled to future benefits2015-07-0187
Total of all active and inactive participants2015-07-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0131
Total participants2015-07-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: GLOBE METALLURGICAL, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01319
Total number of active participants reported on line 7a of the Form 55002014-07-0172
Number of retired or separated participants receiving benefits2014-07-01126
Number of other retired or separated participants entitled to future benefits2014-07-0191
Total of all active and inactive participants2014-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0129
Total participants2014-07-01318
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: GLOBE METALLURGICAL, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01322
Total number of active participants reported on line 7a of the Form 55002013-07-0175
Number of retired or separated participants receiving benefits2013-07-01123
Number of other retired or separated participants entitled to future benefits2013-07-0193
Total of all active and inactive participants2013-07-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0128
Total participants2013-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: GLOBE METALLURGICAL, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01326
Total number of active participants reported on line 7a of the Form 55002012-07-0180
Number of retired or separated participants receiving benefits2012-07-01116
Number of other retired or separated participants entitled to future benefits2012-07-0199
Total of all active and inactive participants2012-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0127
Total participants2012-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: GLOBE METALLURGICAL, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01328
Total number of active participants reported on line 7a of the Form 55002011-07-0180
Number of retired or separated participants receiving benefits2011-07-01114
Number of other retired or separated participants entitled to future benefits2011-07-01103
Total of all active and inactive participants2011-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0129
Total participants2011-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: GLOBE METALLURGICAL, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01336
Total number of active participants reported on line 7a of the Form 55002010-07-0183
Number of retired or separated participants receiving benefits2010-07-01116
Number of other retired or separated participants entitled to future benefits2010-07-01103
Total of all active and inactive participants2010-07-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0126
Total participants2010-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: GLOBE METALLURGICAL, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01341
Total number of active participants reported on line 7a of the Form 55002009-07-0187
Number of retired or separated participants receiving benefits2009-07-01119
Number of other retired or separated participants entitled to future benefits2009-07-01108
Total of all active and inactive participants2009-07-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0122
Total participants2009-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on GLOBE METALLURGICAL, INC. PENSION PLAN

Measure Date Value
2022 : GLOBE METALLURGICAL, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$9,399
Total income from all sources (including contributions)2022-06-30$0
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$13,838,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,837,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$0
Value of total assets at beginning of year2022-06-30$13,847,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$736
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30No
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$13,411,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$246,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$736
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$9,399
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-13,838,149
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,838,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,828,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3,662,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3,662,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$110,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$425,744
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30APPLE GROWTH PARTNERS
Accountancy firm EIN2022-06-30814504770
2021 : GLOBE METALLURGICAL, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets from this plan2021-06-30$281,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$9,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,511,488
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$7,774,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,593,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$110,456
Value of total assets at end of year2021-06-30$13,847,548
Value of total assets at beginning of year2021-06-30$19,382,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$181,360
Total interest from all sources2021-06-30$583
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$383,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$383,928
Administrative expenses professional fees incurred2021-06-30$52,170
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$246,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$33,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$209,121
Administrative expenses (other) incurred2021-06-30$116,614
Liabilities. Value of operating payables at end of year2021-06-30$9,399
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-5,262,965
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,838,149
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$19,382,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$12,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,828,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$19,069,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3,662,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$280,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$280,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$583
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,807,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$110,456
Employer contributions (assets) at end of year2021-06-30$110,456
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,593,093
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30APPLE GROWTH PARTNERS
Accountancy firm EIN2021-06-30814504770
2020 : GLOBE METALLURGICAL, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,610,530
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,246,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,202,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$19,382,999
Value of total assets at beginning of year2020-06-30$19,018,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$43,486
Total interest from all sources2020-06-30$4,840
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$500,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$500,074
Administrative expenses professional fees incurred2020-06-30$30,765
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$33,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$38,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$5,924
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$1,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$364,318
Value of net assets at end of year (total assets less liabilities)2020-06-30$19,382,999
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$19,018,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$12,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$19,069,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$18,637,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$280,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$341,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$341,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$4,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,099,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,202,726
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30APPLE GROWTH PARTNERS
Accountancy firm EIN2020-06-30814504770
2019 : GLOBE METALLURGICAL, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$51,812
Total income from all sources (including contributions)2019-06-30$1,655,963
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,184,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,138,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$19,018,681
Value of total assets at beginning of year2019-06-30$18,599,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$46,664
Total interest from all sources2019-06-30$7,322
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$493,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$493,827
Administrative expenses professional fees incurred2019-06-30$30,695
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$38,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$91,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$51,812
Other income not declared elsewhere2019-06-30$8,359
Total non interest bearing cash at end of year2019-06-30$1,514
Total non interest bearing cash at beginning of year2019-06-30$51,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$471,259
Value of net assets at end of year (total assets less liabilities)2019-06-30$19,018,681
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$18,547,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$15,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$18,637,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$18,174,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$341,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$281,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$281,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$7,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,146,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,138,040
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30APPLE GROWTH PARTNERS
Accountancy firm EIN2019-06-30341082617
2018 : GLOBE METALLURGICAL, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$51,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$375,031
Total income from all sources (including contributions)2018-06-30$1,177,417
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,169,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,102,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$18,599,234
Value of total assets at beginning of year2018-06-30$18,914,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$66,398
Total interest from all sources2018-06-30$4,405
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,103,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,103,060
Administrative expenses professional fees incurred2018-06-30$49,455
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$91,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$424,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$51,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$375,031
Other income not declared elsewhere2018-06-30$16,844
Total non interest bearing cash at end of year2018-06-30$51,812
Total non interest bearing cash at beginning of year2018-06-30$43,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$8,063
Value of net assets at end of year (total assets less liabilities)2018-06-30$18,547,422
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,539,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$16,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$18,174,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$17,893,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$281,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$552,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$552,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$4,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$53,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,102,956
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30APPLE GROWTH PARTNERS
Accountancy firm EIN2018-06-30341082617
2017 : GLOBE METALLURGICAL, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$375,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$500,203
Total income from all sources (including contributions)2017-06-30$1,845,332
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,191,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,150,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$18,914,390
Value of total assets at beginning of year2017-06-30$18,385,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$40,882
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$870,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$870,115
Administrative expenses professional fees incurred2017-06-30$24,297
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$424,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$554,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$375,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$500,203
Other income not declared elsewhere2017-06-30$16,072
Total non interest bearing cash at end of year2017-06-30$43,842
Total non interest bearing cash at beginning of year2017-06-30$40,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$654,076
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,539,359
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$17,885,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$16,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$17,893,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,260,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$552,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$529,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$529,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$959,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,150,374
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2017-06-30311488076
2016 : GLOBE METALLURGICAL, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$500,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$614,605
Total income from all sources (including contributions)2016-06-30$810,871
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,127,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,080,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$18,385,486
Value of total assets at beginning of year2016-06-30$18,816,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$47,287
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$997,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$997,287
Administrative expenses professional fees incurred2016-06-30$30,602
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$554,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$704,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$500,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$614,605
Other income not declared elsewhere2016-06-30$11,489
Total non interest bearing cash at end of year2016-06-30$40,867
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-316,816
Value of net assets at end of year (total assets less liabilities)2016-06-30$17,885,283
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,202,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$16,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,260,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,657,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$529,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$454,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$454,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-197,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,080,400
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2016-06-30311488076
2015 : GLOBE METALLURGICAL, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$614,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,837,741
Total income from all sources (including contributions)2015-06-30$375,745
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,119,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,057,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$18,816,704
Value of total assets at beginning of year2015-06-30$21,783,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$62,044
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,654,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,654,293
Administrative expenses professional fees incurred2015-06-30$44,571
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$704,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,213,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$614,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$2,837,741
Other income not declared elsewhere2015-06-30$14,123
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$711,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-743,614
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,202,099
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$18,945,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$17,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,657,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$18,292,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$454,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$269,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$269,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-1,292,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$296,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,057,315
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2015-06-30311488076
2014 : GLOBE METALLURGICAL, INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,837,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$22,497
Total income from all sources (including contributions)2014-06-30$3,652,789
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,078,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,030,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$748,551
Value of total assets at end of year2014-06-30$21,783,454
Value of total assets at beginning of year2014-06-30$16,393,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$47,670
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$996,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$996,891
Administrative expenses professional fees incurred2014-06-30$47,670
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,213,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$82,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$2,837,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$22,497
Other income not declared elsewhere2014-06-30$13,772
Total non interest bearing cash at end of year2014-06-30$711,639
Total non interest bearing cash at beginning of year2014-06-30$22,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,574,783
Value of net assets at end of year (total assets less liabilities)2014-06-30$18,945,713
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,370,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$18,292,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$15,812,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$269,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$248,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$248,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,893,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$748,551
Employer contributions (assets) at end of year2014-06-30$296,133
Employer contributions (assets) at beginning of year2014-06-30$226,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,030,336
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2014-06-30311488076
2013 : GLOBE METALLURGICAL, INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$22,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$21,649
Total income from all sources (including contributions)2013-06-30$1,861,947
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,031,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$979,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$634,131
Value of total assets at end of year2013-06-30$16,393,427
Value of total assets at beginning of year2013-06-30$15,562,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$52,139
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$887,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$887,129
Administrative expenses professional fees incurred2013-06-30$52,139
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$82,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$82,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$22,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$21,649
Other income not declared elsewhere2013-06-30$12,579
Total non interest bearing cash at end of year2013-06-30$22,497
Total non interest bearing cash at beginning of year2013-06-30$21,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$830,026
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,370,930
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,540,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$15,812,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$14,741,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$248,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$192,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$192,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$328,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$634,131
Employer contributions (assets) at end of year2013-06-30$226,956
Employer contributions (assets) at beginning of year2013-06-30$525,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$979,782
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2013-06-30311488076
2012 : GLOBE METALLURGICAL, INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$21,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$18,209
Total income from all sources (including contributions)2012-06-30$2,406,477
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,032,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$991,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,204,491
Value of total assets at end of year2012-06-30$15,562,553
Value of total assets at beginning of year2012-06-30$14,185,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$41,341
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$630,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$630,349
Administrative expenses professional fees incurred2012-06-30$41,341
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$82,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$84,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$21,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$18,209
Other income not declared elsewhere2012-06-30$3,961
Total non interest bearing cash at end of year2012-06-30$21,649
Total non interest bearing cash at beginning of year2012-06-30$18,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,373,610
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,540,904
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,167,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$14,741,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$13,472,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$192,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$146,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$146,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$567,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,204,491
Employer contributions (assets) at end of year2012-06-30$525,462
Employer contributions (assets) at beginning of year2012-06-30$463,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$991,526
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HOBE & LUCAS, CPA
Accountancy firm EIN2012-06-30311488076
2011 : GLOBE METALLURGICAL, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$18,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$18,088
Total income from all sources (including contributions)2011-06-30$3,063,752
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,033,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$995,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$963,274
Value of total assets at end of year2011-06-30$14,185,503
Value of total assets at beginning of year2011-06-30$12,155,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$38,436
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$84,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$80,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$18,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$18,088
Administrative expenses (other) incurred2011-06-30$14,328
Total non interest bearing cash at end of year2011-06-30$18,209
Total non interest bearing cash at beginning of year2011-06-30$571,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,029,871
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,167,294
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$12,137,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$24,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$13,472,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$11,459,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$146,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$44,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$44,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,100,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$963,274
Employer contributions (assets) at end of year2011-06-30$463,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$995,445
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HOBB & LUCAS, CPA
Accountancy firm EIN2011-06-30311488076
2010 : GLOBE METALLURGICAL, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GLOBE METALLURGICAL, INC. PENSION PLAN

2021: GLOBE METALLURGICAL, INC. PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GLOBE METALLURGICAL, INC. PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GLOBE METALLURGICAL, INC. PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GLOBE METALLURGICAL, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GLOBE METALLURGICAL, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GLOBE METALLURGICAL, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GLOBE METALLURGICAL, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GLOBE METALLURGICAL, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GLOBE METALLURGICAL, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GLOBE METALLURGICAL, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GLOBE METALLURGICAL, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GLOBE METALLURGICAL, INC. PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GLOBE METALLURGICAL, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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