401k Plan data: PHILLIPS SCREW COMPANY 401(K) PLAN plan

PHILLIPS SCREW COMPANY 401(K) PLAN 401k Plan overview

Plan Name	PHILLIPS SCREW COMPANY 401(K) PLAN
Plan identification number	001

PHILLIPS SCREW COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHILLIPS SCREW COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PHILLIPS SCREW COMPANY

Employer identification number (EIN): 223237741

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PHILLIPS SCREW COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2339777

More information about PHILLIPS SCREW COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS SCREW COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOSEPHINE HODGDON JOSEPHINE HODGDON 2014-06-11
001 2012-01-01 JOSEPHINE HODGDON JOSEPHINE HODGDON 2013-04-22
001 2011-01-01 JOSEPHINE HODGDON
001 2010-01-01 JOSEPHINE HODGDON
001 2009-01-01 JOSEPHINE HODGDON
001 2009-01-01 JOSEPHINE HODGDON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JOSEPHINE HODGDON	JOSEPHINE HODGDON	2014-06-11
001	2012-01-01	JOSEPHINE HODGDON	JOSEPHINE HODGDON	2013-04-22
001	2011-01-01	JOSEPHINE HODGDON
001	2010-01-01	JOSEPHINE HODGDON
001	2009-01-01	JOSEPHINE HODGDON
001	2009-01-01	JOSEPHINE HODGDON

Plan Statistics for PHILLIPS SCREW COMPANY 401(K) PLAN

401k plan membership statisitcs for PHILLIPS SCREW COMPANY 401(K) PLAN

Measure Date Value
2013: PHILLIPS SCREW COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILLIPS SCREW COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 33
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PHILLIPS SCREW COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHILLIPS SCREW COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 31
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHILLIPS SCREW COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: PHILLIPS SCREW COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILLIPS SCREW COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	33
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PHILLIPS SCREW COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHILLIPS SCREW COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	31
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHILLIPS SCREW COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHILLIPS SCREW COMPANY 401(K) PLAN

Measure	Date	Value
2013 : PHILLIPS SCREW COMPANY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-2,045,605
Total income from all sources	2013-12-31	$459,113
Expenses. Total of all expenses incurred	2013-12-31	$545,793
Benefits paid (including direct rollovers)	2013-12-31	$543,671
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$2,132,285
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$88,128
Other income received	2013-12-31	$336,429
Net income (gross income less expenses)	2013-12-31	$-86,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,132,285
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$34,556
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PHILLIPS SCREW COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$399,845
Expenses. Total of all expenses incurred	2012-12-31	$2,846
Benefits paid (including direct rollovers)	2012-12-31	$1,903
Total plan assets at end of year	2012-12-31	$2,132,285
Total plan assets at beginning of year	2012-12-31	$1,735,286
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$80,247
Contributions received from other sources (not participants or employers)	2012-12-31	$80,976
Other income received	2012-12-31	$202,078
Net income (gross income less expenses)	2012-12-31	$396,999
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,132,285
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,735,286
Total contributions received or receivable from employer(s)	2012-12-31	$36,544
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PHILLIPS SCREW COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$94,120
Expenses. Total of all expenses incurred	2011-12-31	$1,194
Total plan assets at end of year	2011-12-31	$1,735,286
Total plan assets at beginning of year	2011-12-31	$1,642,360
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$83,457
Other income received	2011-12-31	$-28,683
Net income (gross income less expenses)	2011-12-31	$92,926
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,735,286
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,642,360
Total contributions received or receivable from employer(s)	2011-12-31	$39,346
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,194
2010 : PHILLIPS SCREW COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$317,087
Expenses. Total of all expenses incurred	2010-12-31	$34,834
Benefits paid (including direct rollovers)	2010-12-31	$31,124
Total plan assets at end of year	2010-12-31	$1,642,360
Total plan assets at beginning of year	2010-12-31	$1,360,107
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$108,408
Other income received	2010-12-31	$175,253
Net income (gross income less expenses)	2010-12-31	$282,253
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,642,360
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,360,107
Total contributions received or receivable from employer(s)	2010-12-31	$33,426
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PHILLIPS SCREW COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PHILLIPS SCREW COMPANY 401(K) PLAN

2013: PHILLIPS SCREW COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHILLIPS SCREW COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHILLIPS SCREW COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHILLIPS SCREW COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILLIPS SCREW COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILLIPS SCREW COMPANY
Employer identification number (EIN):	223237741
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2339777