AMUNEAL MANUFACTURING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMUNEAL RETIREMENT & SAVINGS PLAN
Measure | Date | Value |
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2022: AMUNEAL RETIREMENT & SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 38 |
Total of all active and inactive participants | 2022-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 213 |
Number of participants with account balances | 2022-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 17 |
2021: AMUNEAL RETIREMENT & SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 39 |
Total of all active and inactive participants | 2021-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 208 |
Number of participants with account balances | 2021-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 10 |
2020: AMUNEAL RETIREMENT & SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 187 |
Number of participants with account balances | 2020-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 9 |
2019: AMUNEAL RETIREMENT & SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 29 |
Total of all active and inactive participants | 2019-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 162 |
Number of participants with account balances | 2019-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: AMUNEAL RETIREMENT & SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 24 |
Total of all active and inactive participants | 2018-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 162 |
Number of participants with account balances | 2018-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMUNEAL RETIREMENT & SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 21 |
Total of all active and inactive participants | 2017-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 147 |
Number of participants with account balances | 2017-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: AMUNEAL RETIREMENT & SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16 |
Total of all active and inactive participants | 2016-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 130 |
Number of participants with account balances | 2016-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2012: AMUNEAL RETIREMENT & SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 73 |
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 | 11 |
Total of all active and inactive participants | 2012-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 84 |
Number of participants with account balances | 2012-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: AMUNEAL RETIREMENT & SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
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 | 10 |
Total of all active and inactive participants | 2011-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 86 |
Number of participants with account balances | 2011-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: AMUNEAL RETIREMENT & SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
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 | 46 |
Total of all active and inactive participants | 2009-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 104 |
Number of participants with account balances | 2009-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 12 |
2008: AMUNEAL RETIREMENT & SAVINGS PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 48 |
Total of all active and inactive participants | 2008-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 119 |
Number of participants with account balances | 2008-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 35 |
Measure | Date | Value |
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2022 : AMUNEAL RETIREMENT & SAVINGS PLAN 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 | $-425,982 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,897,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,743,052 |
Value of total corrective distributions | 2022-12-31 | $4,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,518,781 |
Value of total assets at end of year | 2022-12-31 | $20,599,080 |
Value of total assets at beginning of year | 2022-12-31 | $22,922,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $149,927 |
Total interest from all sources | 2022-12-31 | $15,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $949,142 |
Participant contributions at end of year | 2022-12-31 | $366,710 |
Participant contributions at beginning of year | 2022-12-31 | $360,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $119,054 |
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 | $-2,323,066 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,599,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,922,146 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,232,370 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,561,549 |
Interest on participant loans | 2022-12-31 | $15,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,960,190 |
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 | $2,450,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,743,052 |
Contract administrator fees | 2022-12-31 | $149,927 |
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 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2022-12-31 | 510232399 |
2021 : AMUNEAL RETIREMENT & SAVINGS PLAN 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 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $5,280,807 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $794,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $716,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,647,463 |
Value of total assets at end of year | 2021-12-31 | $22,922,146 |
Value of total assets at beginning of year | 2021-12-31 | $18,435,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $77,765 |
Total interest from all sources | 2021-12-31 | $12,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $907,945 |
Participant contributions at end of year | 2021-12-31 | $360,597 |
Participant contributions at beginning of year | 2021-12-31 | $267,725 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $33,758 |
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 | $4,486,599 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,922,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,435,547 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,561,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,167,822 |
Interest on participant loans | 2021-12-31 | $12,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,620,918 |
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 | $1,705,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $716,443 |
Contract administrator fees | 2021-12-31 | $77,765 |
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 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2021-12-31 | 510232399 |
2020 : AMUNEAL RETIREMENT & SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,541,664 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $165,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $89,422 |
Value of total corrective distributions | 2020-12-31 | $17,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,956,064 |
Value of total assets at end of year | 2020-12-31 | $18,435,547 |
Value of total assets at beginning of year | 2020-12-31 | $14,059,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $58,512 |
Total interest from all sources | 2020-12-31 | $14,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $792,795 |
Participant contributions at end of year | 2020-12-31 | $267,725 |
Participant contributions at beginning of year | 2020-12-31 | $266,232 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $29,258 |
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 | $4,375,801 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,435,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,059,746 |
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 | $58,512 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,167,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,793,514 |
Interest on participant loans | 2020-12-31 | $14,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,571,580 |
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 | $1,134,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $89,422 |
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 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2020-12-31 | 510232399 |
2019 : AMUNEAL RETIREMENT & SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,408,560 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,163,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,108,345 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,080,732 |
Value of total assets at end of year | 2019-12-31 | $14,059,746 |
Value of total assets at beginning of year | 2019-12-31 | $10,814,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $54,693 |
Total interest from all sources | 2019-12-31 | $12,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $679,833 |
Participant contributions at end of year | 2019-12-31 | $266,232 |
Participant contributions at beginning of year | 2019-12-31 | $206,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $96,867 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,245,522 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,059,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,814,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $54,693 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,793,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,607,722 |
Interest on participant loans | 2019-12-31 | $12,817 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,315,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,304,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,108,345 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2019-12-31 | 510232399 |
2018 : AMUNEAL RETIREMENT & SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $984,176 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $285,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $221,351 |
Value of total corrective distributions | 2018-12-31 | $1,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,589,363 |
Value of total assets at end of year | 2018-12-31 | $10,814,224 |
Value of total assets at beginning of year | 2018-12-31 | $10,115,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $62,172 |
Total interest from all sources | 2018-12-31 | $12,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $648,755 |
Participant contributions at end of year | 2018-12-31 | $206,502 |
Participant contributions at beginning of year | 2018-12-31 | $297,160 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,810 |
Administrative expenses (other) incurred | 2018-12-31 | $756 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $698,968 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,814,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,115,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $61,416 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,607,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,818,096 |
Interest on participant loans | 2018-12-31 | $12,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-617,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $937,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $221,351 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2018-12-31 | 510232399 |
2017 : AMUNEAL RETIREMENT & SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,495,588 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $143,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $89,482 |
Value of total corrective distributions | 2017-12-31 | $642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,200,181 |
Value of total assets at end of year | 2017-12-31 | $10,115,256 |
Value of total assets at beginning of year | 2017-12-31 | $7,762,743 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $52,951 |
Total interest from all sources | 2017-12-31 | $11,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $534,998 |
Participant contributions at end of year | 2017-12-31 | $297,160 |
Participant contributions at beginning of year | 2017-12-31 | $251,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $59 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,352,513 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,115,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,762,743 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,818,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,510,895 |
Interest on participant loans | 2017-12-31 | $11,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,284,394 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $665,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $89,482 |
Contract administrator fees | 2017-12-31 | $52,951 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2017-12-31 | 510232399 |
2016 : AMUNEAL RETIREMENT & SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,525,720 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $204,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $167,102 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $434 |
Value of total corrective distributions | 2016-12-31 | $3,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,003,663 |
Value of total assets at end of year | 2016-12-31 | $7,762,743 |
Value of total assets at beginning of year | 2016-12-31 | $6,441,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $33,223 |
Total interest from all sources | 2016-12-31 | $11,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $414,340 |
Participant contributions at end of year | 2016-12-31 | $251,848 |
Participant contributions at beginning of year | 2016-12-31 | $300,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,321,417 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,762,743 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,441,326 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,510,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,140,906 |
Interest on participant loans | 2016-12-31 | $11,741 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $510,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $589,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $167,102 |
Contract administrator fees | 2016-12-31 | $33,223 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BELFINT LYONS SHUMAN |
Accountancy firm EIN | 2016-12-31 | 510232399 |
2012 : AMUNEAL RETIREMENT & SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $982,122 |
Expenses. Total of all expenses incurred | 2012-12-31 | $184,381 |
Benefits paid (including direct rollovers) | 2012-12-31 | $172,631 |
Total plan assets at end of year | 2012-12-31 | $4,057,568 |
Total plan assets at beginning of year | 2012-12-31 | $3,259,827 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $257,790 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $31,453 |
Other income received | 2012-12-31 | $347,591 |
Net income (gross income less expenses) | 2012-12-31 | $797,741 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,057,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,259,827 |
Assets. Value of participant loans | 2012-12-31 | $219,118 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $345,288 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $8,400 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,350 |
2011 : AMUNEAL RETIREMENT & SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $740,896 |
Expenses. Total of all expenses incurred | 2011-12-31 | $820,778 |
Benefits paid (including direct rollovers) | 2011-12-31 | $800,975 |
Total plan assets at end of year | 2011-12-31 | $3,259,827 |
Total plan assets at beginning of year | 2011-12-31 | $3,339,709 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $267,188 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $76,505 |
Other income received | 2011-12-31 | $-38,670 |
Net income (gross income less expenses) | 2011-12-31 | $-79,882 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,259,827 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,339,709 |
Assets. Value of participant loans | 2011-12-31 | $188,122 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $435,873 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $17,326 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,477 |
2010 : AMUNEAL RETIREMENT & SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $644,697 |
Expenses. Total of all expenses incurred | 2010-12-31 | $243,905 |
Benefits paid (including direct rollovers) | 2010-12-31 | $221,058 |
Total plan assets at end of year | 2010-12-31 | $3,339,709 |
Total plan assets at beginning of year | 2010-12-31 | $2,938,917 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $240,289 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,647 |
Other income received | 2010-12-31 | $330,149 |
Net income (gross income less expenses) | 2010-12-31 | $400,792 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,339,709 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,938,917 |
Assets. Value of participant loans | 2010-12-31 | $99,623 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $70,612 |
Value of corrective distributions | 2010-12-31 | $20,572 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,275 |