ALAN BAIRD INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN BAIRD INDUSTRIES 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for ALAN BAIRD INDUSTRIES 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2022 : ALAN BAIRD INDUSTRIES 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-332,912 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $391,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $357,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $827,417 |
Value of total assets at end of year | 2022-12-31 | $6,487,167 |
Value of total assets at beginning of year | 2022-12-31 | $7,211,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $33,863 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $121,793 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $121,793 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $537,387 |
Participant contributions at end of year | 2022-12-31 | $7,202 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-724,155 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,487,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,211,322 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $22,901 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,079,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,926,886 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $396,492 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $284,436 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,282,122 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $290,030 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $357,380 |
Contract administrator fees | 2022-12-31 | $10,962 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : ALAN BAIRD INDUSTRIES 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $46 |
Total income from all sources (including contributions) | 2021-12-31 | $1,734,018 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $631,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $594,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $957,072 |
Value of total assets at end of year | 2021-12-31 | $7,211,322 |
Value of total assets at beginning of year | 2021-12-31 | $6,108,537 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $37,054 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $102,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $102,454 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $514,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $168,111 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $46 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,102,831 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,211,322 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,108,491 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,136 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,926,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $461,540 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $475,636 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $5,158,705 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $284,436 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $12,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $674,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $274,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $594,133 |
Contract administrator fees | 2021-12-31 | $33,918 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : ALAN BAIRD INDUSTRIES 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $46 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $72 |
Total income from all sources (including contributions) | 2020-12-31 | $1,292,240 |
Total of all expenses incurred | 2020-12-31 | $304,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $285,611 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $505,735 |
Value of total assets at end of year | 2020-12-31 | $6,108,537 |
Value of total assets at beginning of year | 2020-12-31 | $5,120,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,534 |
Total interest from all sources | 2020-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,548 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $401,994 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $579 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $88 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $13,157 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $46 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $988,095 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,108,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,120,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $18,534 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $461,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $435,994 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $475,636 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $315,387 |
Interest on participant loans | 2020-12-31 | $2 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,158,705 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,357,169 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $12,656 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $11,194 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $781,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $90,584 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $57 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $285,611 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $72 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |