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ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 401k Plan overview

Plan NameROBROY INDUSTRIES, INC. 401K SAVINGS PLAN
Plan identification number 001

ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBROY INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBROY INDUSTRIES, INC.
Employer identification number (EIN):232926669
NAIC Classification:335310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01VIJAY TAHILIANI
0012023-01-01
0012023-01-01VIJAY TAHILIANI
0012022-01-01
0012022-01-01VIJAY TAHILIANI
0012021-01-01
0012021-01-01VIJAY TAHILIANI
0012020-01-01
0012019-01-01
0012017-01-01VIJAY TAHILIANI
0012016-01-01VIJAY TAHILIANI
0012015-01-01VIJAY KUMAR MICHAEL T. DEANE2016-09-29
0012014-01-01GREGORY CZEGAN MICHAEL T. DEANE2015-09-09
0012013-01-01GREGORY CZEGAN MICHAEL T. DEANE2014-10-01
0012012-01-01GREGORY CZEGAN MICHAEL T. DEANE2013-10-11
0012011-01-01GREGORY CZEGAN MICHAEL T. DEANE2012-10-05
0012009-01-01JUDY SHOEMAKER MICHAEL T. DEANE2010-10-07

Plan Statistics for ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN

Measure Date Value
2023: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01306
Total number of active participants reported on line 7a of the Form 55002023-01-01401
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0177
Total of all active and inactive participants2023-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01481
Number of participants with account balances2023-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0158
2022: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01304
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01306
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01279
Total number of active participants reported on line 7a of the Form 55002021-01-01239
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01304
Number of participants with account balances2021-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01287
Total number of active participants reported on line 7a of the Form 55002020-01-01217
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01279
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01287
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2017: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01285
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01258
Number of participants with account balances2016-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01309
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01285
Number of participants with account balances2015-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01304
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01309
Number of participants with account balances2014-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01298
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01304
Total participants2013-01-01304
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01307
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01298
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01314
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01307
Number of participants with account balances2011-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01355
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01327
Number of participants with account balances2009-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN

Measure Date Value
2023 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,251,578
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,710,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,700,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,500,661
Value of total assets at end of year2023-12-31$25,260,450
Value of total assets at beginning of year2023-12-31$19,719,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$9,755
Total interest from all sources2023-12-31$32,292
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$501,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$501,283
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,148,795
Participant contributions at end of year2023-12-31$324,339
Participant contributions at beginning of year2023-12-31$230,845
Participant contributions at end of year2023-12-31$20,781
Participant contributions at beginning of year2023-12-31$16,385
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$40,014
Administrative expenses (other) incurred2023-12-31$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,541,220
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,260,450
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,719,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$14,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,686,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,296,126
Interest on participant loans2023-12-31$18,655
Value of interest in common/collective trusts at end of year2023-12-31$538,514
Value of interest in common/collective trusts at beginning of year2023-12-31$562,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$263,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$258,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$258,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$13,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,239,955
Net investment gain or loss from common/collective trusts2023-12-31$-22,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,311,852
Employer contributions (assets) at end of year2023-12-31$426,431
Employer contributions (assets) at beginning of year2023-12-31$355,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,700,603
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-12-31251408703
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,251,578
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,710,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,700,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,500,661
Value of total assets at end of year2023-01-01$25,260,450
Value of total assets at beginning of year2023-01-01$19,719,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$9,755
Total interest from all sources2023-01-01$32,292
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$501,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$501,283
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,148,795
Participant contributions at end of year2023-01-01$324,339
Participant contributions at beginning of year2023-01-01$230,845
Participant contributions at end of year2023-01-01$20,781
Participant contributions at beginning of year2023-01-01$16,385
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$40,014
Administrative expenses (other) incurred2023-01-01$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,541,220
Value of net assets at end of year (total assets less liabilities)2023-01-01$25,260,450
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$19,719,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$14,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,686,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$18,296,126
Interest on participant loans2023-01-01$18,655
Value of interest in common/collective trusts at end of year2023-01-01$538,514
Value of interest in common/collective trusts at beginning of year2023-01-01$562,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$263,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$13,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,239,955
Net investment gain or loss from common/collective trusts2023-01-01$-22,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,311,852
Employer contributions (assets) at end of year2023-01-01$426,431
Employer contributions (assets) at beginning of year2023-01-01$355,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,700,603
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-01-01251408703
2022 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,908,030
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,368,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,355,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,189,585
Value of total assets at end of year2022-12-31$19,719,230
Value of total assets at beginning of year2022-12-31$23,995,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,079
Total interest from all sources2022-12-31$14,604
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,417,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,417,391
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,269,891
Participant contributions at end of year2022-12-31$230,845
Participant contributions at beginning of year2022-12-31$265,458
Participant contributions at end of year2022-12-31$16,385
Participant contributions at beginning of year2022-12-31$17,813
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,109
Administrative expenses (other) incurred2022-12-31$1,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,276,178
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,719,230
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,995,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,296,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,479,890
Interest on participant loans2022-12-31$11,102
Value of interest in common/collective trusts at end of year2022-12-31$562,429
Value of interest in common/collective trusts at beginning of year2022-12-31$700,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$258,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$254,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$254,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,536,426
Net investment gain or loss from common/collective trusts2022-12-31$6,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$847,585
Employer contributions (assets) at end of year2022-12-31$355,345
Employer contributions (assets) at beginning of year2022-12-31$277,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,355,069
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,908,030
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,368,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,355,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,189,585
Value of total assets at end of year2022-01-01$19,719,230
Value of total assets at beginning of year2022-01-01$23,995,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$13,079
Total interest from all sources2022-01-01$14,604
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,417,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,417,391
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,269,891
Participant contributions at end of year2022-01-01$230,845
Participant contributions at beginning of year2022-01-01$265,458
Participant contributions at end of year2022-01-01$16,385
Participant contributions at beginning of year2022-01-01$17,813
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$72,109
Administrative expenses (other) incurred2022-01-01$1,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,276,178
Value of net assets at end of year (total assets less liabilities)2022-01-01$19,719,230
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$23,995,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$11,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$18,296,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$22,479,890
Interest on participant loans2022-01-01$11,102
Value of interest in common/collective trusts at end of year2022-01-01$562,429
Value of interest in common/collective trusts at beginning of year2022-01-01$700,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$258,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$3,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-5,536,426
Net investment gain or loss from common/collective trusts2022-01-01$6,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$847,585
Employer contributions (assets) at end of year2022-01-01$355,345
Employer contributions (assets) at beginning of year2022-01-01$277,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,355,069
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-01-01251408703
2021 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,250,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,005,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,983,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,877,546
Value of total assets at end of year2021-12-31$23,995,408
Value of total assets at beginning of year2021-12-31$22,750,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,718
Total interest from all sources2021-12-31$16,378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,094,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,094,514
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,150,956
Participant contributions at end of year2021-12-31$265,458
Participant contributions at beginning of year2021-12-31$336,050
Participant contributions at end of year2021-12-31$17,813
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,668
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$12,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,244,624
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,995,408
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,750,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,479,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,203,106
Interest on participant loans2021-12-31$16,347
Value of interest in common/collective trusts at end of year2021-12-31$700,207
Value of interest in common/collective trusts at beginning of year2021-12-31$807,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$254,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$261,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$261,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$31
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,255,098
Net investment gain or loss from common/collective trusts2021-12-31$6,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$650,922
Employer contributions (assets) at end of year2021-12-31$277,367
Employer contributions (assets) at beginning of year2021-12-31$141,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,983,818
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,800,461
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,340,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,318,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,617,822
Value of total assets at end of year2020-12-31$22,750,784
Value of total assets at beginning of year2020-12-31$19,291,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,412
Total interest from all sources2020-12-31$22,172
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,055,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,055,446
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$998,338
Participant contributions at end of year2020-12-31$336,050
Participant contributions at beginning of year2020-12-31$413,834
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$146,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$13,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,459,668
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,750,784
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,291,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,203,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,730,865
Interest on participant loans2020-12-31$21,740
Value of interest in common/collective trusts at end of year2020-12-31$807,656
Value of interest in common/collective trusts at beginning of year2020-12-31$952,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$261,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$70,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$70,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$432
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,091,516
Net investment gain or loss from common/collective trusts2020-12-31$13,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$472,487
Employer contributions (assets) at end of year2020-12-31$141,980
Employer contributions (assets) at beginning of year2020-12-31$122,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,318,381
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,223,036
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$722,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,861,656
Value of total assets at end of year2019-12-31$19,291,116
Value of total assets at beginning of year2019-12-31$14,790,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,586
Total interest from all sources2019-12-31$21,310
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$898,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$898,115
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$955,473
Participant contributions at end of year2019-12-31$413,834
Participant contributions at beginning of year2019-12-31$291,250
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$433,298
Administrative expenses (other) incurred2019-12-31$10,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,500,462
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,291,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,790,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,730,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,316,217
Interest on participant loans2019-12-31$19,813
Value of interest in common/collective trusts at end of year2019-12-31$952,935
Value of interest in common/collective trusts at beginning of year2019-12-31$916,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$70,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$70,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$70,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,424,271
Net investment gain or loss from common/collective trusts2019-12-31$17,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$472,885
Employer contributions (assets) at end of year2019-12-31$122,714
Employer contributions (assets) at beginning of year2019-12-31$196,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,988
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$333,916
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,159,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,145,766
Expenses. Certain deemed distributions of participant loans2018-12-31$-14,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,353,234
Value of total assets at end of year2018-12-31$14,790,654
Value of total assets at beginning of year2018-12-31$15,615,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,677
Total interest from all sources2018-12-31$15,591
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,013,907
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,013,907
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$807,717
Participant contributions at end of year2018-12-31$291,250
Participant contributions at beginning of year2018-12-31$239,179
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$11,008
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,837
Other income not declared elsewhere2018-12-31$101
Administrative expenses (other) incurred2018-12-31$19,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-825,336
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,790,654
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,615,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,316,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,179,001
Interest on participant loans2018-12-31$13,988
Value of interest in common/collective trusts at end of year2018-12-31$916,267
Value of interest in common/collective trusts at beginning of year2018-12-31$887,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$70,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$152,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$152,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,062,321
Net investment gain or loss from common/collective trusts2018-12-31$13,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$515,680
Employer contributions (assets) at end of year2018-12-31$196,786
Employer contributions (assets) at beginning of year2018-12-31$146,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,145,766
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$500,710
Total income from all sources (including contributions)2017-12-31$3,784,408
Total of all expenses incurred2017-12-31$2,315,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,285,316
Expenses. Certain deemed distributions of participant loans2017-12-31$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,193,118
Value of total assets at end of year2017-12-31$15,615,990
Value of total assets at beginning of year2017-12-31$14,647,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,111
Total interest from all sources2017-12-31$9,770
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$684,146
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$684,146
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$757,927
Participant contributions at end of year2017-12-31$239,179
Participant contributions at beginning of year2017-12-31$246,333
Participant contributions at end of year2017-12-31$11,008
Participant contributions at beginning of year2017-12-31$11,075
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$21,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,468,932
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,615,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,647,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,179,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,208,861
Interest on participant loans2017-12-31$8,949
Value of interest in common/collective trusts at end of year2017-12-31$887,156
Value of interest in common/collective trusts at beginning of year2017-12-31$896,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$152,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$285,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$285,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,886,193
Net investment gain or loss from common/collective trusts2017-12-31$11,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$435,191
Employer contributions (assets) at end of year2017-12-31$146,857
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,285,316
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,368,510
Total of all expenses incurred2016-12-31$2,815,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,795,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,316,569
Value of total assets at end of year2016-12-31$14,647,768
Value of total assets at beginning of year2016-12-31$15,095,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,792
Total interest from all sources2016-12-31$10,388
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$493,048
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$493,048
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$757,236
Participant contributions at end of year2016-12-31$246,333
Participant contributions at beginning of year2016-12-31$287,423
Participant contributions at end of year2016-12-31$11,075
Participant contributions at beginning of year2016-12-31$12,414
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$311,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$15,700
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-447,355
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,647,768
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,095,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,208,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,570,399
Interest on participant loans2016-12-31$10,241
Value of interest in common/collective trusts at end of year2016-12-31$896,403
Value of interest in common/collective trusts at beginning of year2016-12-31$978,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$285,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$246,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$246,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$537,645
Net investment gain or loss from common/collective trusts2016-12-31$10,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$248,205
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,795,073
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,361,896
Total of all expenses incurred2015-12-31$1,092,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,058,274
Expenses. Certain deemed distributions of participant loans2015-12-31$3,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,312,620
Value of total assets at end of year2015-12-31$15,095,123
Value of total assets at beginning of year2015-12-31$14,825,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,954
Total interest from all sources2015-12-31$10,452
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$703,461
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$703,461
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$921,416
Participant contributions at end of year2015-12-31$287,423
Participant contributions at beginning of year2015-12-31$278,529
Participant contributions at end of year2015-12-31$12,414
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$28,505
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$269,805
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,095,123
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,825,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,570,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,174,186
Interest on participant loans2015-12-31$10,419
Value of interest in common/collective trusts at end of year2015-12-31$978,483
Value of interest in common/collective trusts at beginning of year2015-12-31$981,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$246,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$218,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$218,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-675,897
Net investment gain or loss from common/collective trusts2015-12-31$11,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$391,204
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$172,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,058,274
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,319,492
Total of all expenses incurred2014-12-31$814,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$785,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,442,742
Value of total assets at end of year2014-12-31$14,825,318
Value of total assets at beginning of year2014-12-31$13,320,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,758
Total interest from all sources2014-12-31$13,740
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$802,867
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$802,867
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$875,012
Participant contributions at end of year2014-12-31$278,529
Participant contributions at beginning of year2014-12-31$395,708
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$28,357
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,504,832
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,825,318
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,320,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$401
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,174,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,617,995
Interest on participant loans2014-12-31$13,718
Value of interest in common/collective trusts at end of year2014-12-31$981,716
Value of interest in common/collective trusts at beginning of year2014-12-31$954,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$218,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$103,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$103,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$50,713
Net investment gain or loss from common/collective trusts2014-12-31$9,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$552,091
Employer contributions (assets) at end of year2014-12-31$172,158
Employer contributions (assets) at beginning of year2014-12-31$248,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$785,902
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,452,485
Total of all expenses incurred2013-12-31$1,488,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,467,597
Value of total corrective distributions2013-12-31$2,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,341,232
Value of total assets at end of year2013-12-31$13,320,486
Value of total assets at beginning of year2013-12-31$11,356,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,955
Total interest from all sources2013-12-31$14,528
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$517,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$517,004
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$784,658
Participant contributions at end of year2013-12-31$395,708
Participant contributions at beginning of year2013-12-31$281,417
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$17,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,964,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,320,486
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,356,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,617,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,251,385
Interest on participant loans2013-12-31$14,515
Value of interest in common/collective trusts at end of year2013-12-31$954,565
Value of interest in common/collective trusts at beginning of year2013-12-31$1,400,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$103,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$132,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$132,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,567,042
Net investment gain or loss from common/collective trusts2013-12-31$12,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$556,574
Employer contributions (assets) at end of year2013-12-31$248,233
Employer contributions (assets) at beginning of year2013-12-31$291,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,467,597
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,557,829
Total of all expenses incurred2012-12-31$1,672,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,639,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,405,716
Value of total assets at end of year2012-12-31$11,356,459
Value of total assets at beginning of year2012-12-31$10,471,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,934
Total interest from all sources2012-12-31$14,293
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$241,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$241,827
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$792,827
Participant contributions at end of year2012-12-31$281,417
Participant contributions at beginning of year2012-12-31$352,491
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$11,775
Administrative expenses (other) incurred2012-12-31$32,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$885,177
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,356,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,471,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,251,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,286,649
Interest on participant loans2012-12-31$14,276
Value of interest in common/collective trusts at end of year2012-12-31$1,400,131
Value of interest in common/collective trusts at beginning of year2012-12-31$1,355,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$132,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$234,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$234,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$878,230
Net investment gain or loss from common/collective trusts2012-12-31$17,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$612,889
Employer contributions (assets) at end of year2012-12-31$291,097
Employer contributions (assets) at beginning of year2012-12-31$230,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,639,718
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342
2011 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,151,835
Total of all expenses incurred2011-12-31$1,187,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,151,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,252,676
Value of total assets at end of year2011-12-31$10,471,282
Value of total assets at beginning of year2011-12-31$10,507,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,205
Total interest from all sources2011-12-31$17,102
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$267,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$267,514
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$738,955
Participant contributions at end of year2011-12-31$352,491
Participant contributions at beginning of year2011-12-31$388,655
Participant contributions at end of year2011-12-31$11,775
Administrative expenses (other) incurred2011-12-31$36,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,471,282
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,507,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,286,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,164,941
Interest on participant loans2011-12-31$17,077
Value of interest in common/collective trusts at end of year2011-12-31$1,355,378
Value of interest in common/collective trusts at beginning of year2011-12-31$1,541,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$234,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$221,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$221,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-403,498
Net investment gain or loss from common/collective trusts2011-12-31$18,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$513,721
Employer contributions (assets) at end of year2011-12-31$230,878
Employer contributions (assets) at beginning of year2011-12-31$190,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,151,545
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALPERN ROSENTHAL
Accountancy firm EIN2011-12-31251724342
2010 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,325,620
Total of all expenses incurred2010-12-31$1,500,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,452,293
Expenses. Certain deemed distributions of participant loans2010-12-31$11
Value of total corrective distributions2010-12-31$3,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,233,671
Value of total assets at end of year2010-12-31$10,507,197
Value of total assets at beginning of year2010-12-31$9,682,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,614
Total interest from all sources2010-12-31$23,171
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$150,445
Administrative expenses professional fees incurred2010-12-31$26,122
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$746,933
Participant contributions at end of year2010-12-31$388,655
Participant contributions at beginning of year2010-12-31$422,396
Participant contributions at beginning of year2010-12-31$13,644
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$500
Administrative expenses (other) incurred2010-12-31$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$824,851
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,507,197
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,682,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,164,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,029,404
Interest on participant loans2010-12-31$23,114
Value of interest in common/collective trusts at end of year2010-12-31$1,541,752
Value of interest in common/collective trusts at beginning of year2010-12-31$1,837,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$221,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$214,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$214,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$894,955
Net investment gain or loss from common/collective trusts2010-12-31$23,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$486,238
Employer contributions (assets) at end of year2010-12-31$190,304
Employer contributions (assets) at beginning of year2010-12-31$164,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,452,293
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALPERN ROSENTHAL
Accountancy firm EIN2010-12-31251724342
2009 : ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN

2023: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBROY INDUSTRIES, INC. 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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