MESTEK, INC. has sponsored the creation of one or more 401k plans.
Additional information about MESTEK, INC.
Submission information for form 5500 for 401k plan MESTEK, INC. 401(K) & PROFIT SHARING PLAN
401k plan membership statisitcs for MESTEK, INC. 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $3,825,802 |
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 | $-8,894,785 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,171,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,973,233 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,363,364 |
Value of total assets at end of year | 2022-12-31 | $131,555,057 |
Value of total assets at beginning of year | 2022-12-31 | $144,795,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $193,220 |
Total interest from all sources | 2022-12-31 | $886,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,195,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,195,610 |
Administrative expenses professional fees incurred | 2022-12-31 | $19,297 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,485,201 |
Participant contributions at end of year | 2022-12-31 | $1,522,627 |
Participant contributions at beginning of year | 2022-12-31 | $1,625,539 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $159,199 |
Other income not declared elsewhere | 2022-12-31 | $69,627 |
Administrative expenses (other) incurred | 2022-12-31 | $1,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-17,066,024 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $131,555,057 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $144,795,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $62,201,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $77,211,920 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $16,940,689 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $20,473,840 |
Interest on participant loans | 2022-12-31 | $72,889 |
Interest earned on other investments | 2022-12-31 | $813,969 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $50,890,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $45,483,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,152,816 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,257,428 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,718,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,973,233 |
Contract administrator fees | 2022-12-31 | $172,398 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PKF OCONNOR DAVIES LLP |
Accountancy firm EIN | 2022-12-31 | 271728945 |
2021 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $21,578,601 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,808,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,577,069 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-4,101 |
Value of total corrective distributions | 2021-12-31 | $22,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,925,916 |
Value of total assets at end of year | 2021-12-31 | $144,795,279 |
Value of total assets at beginning of year | 2021-12-31 | $133,024,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $212,373 |
Total interest from all sources | 2021-12-31 | $869,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,227,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,227,118 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,182,041 |
Participant contributions at end of year | 2021-12-31 | $1,625,539 |
Participant contributions at beginning of year | 2021-12-31 | $1,638,478 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $14,189 |
Other income not declared elsewhere | 2021-12-31 | $51,128 |
Administrative expenses (other) incurred | 2021-12-31 | $212,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $11,770,348 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $144,795,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $133,024,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $77,211,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $66,956,618 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $20,473,840 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $17,553,304 |
Interest on participant loans | 2021-12-31 | $81,793 |
Interest earned on other investments | 2021-12-31 | $788,095 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $45,483,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $46,876,531 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,557,778 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,946,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,729,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,577,069 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PKF OCONNOR DAVIES LLP |
Accountancy firm EIN | 2021-12-31 | 271728945 |
2020 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $19,826 |
Total transfer of assets from this plan | 2020-12-31 | $420,691 |
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 | $18,883,563 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,312,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,166,763 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-3,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,089,744 |
Value of total assets at end of year | 2020-12-31 | $133,024,931 |
Value of total assets at beginning of year | 2020-12-31 | $122,854,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $149,510 |
Total interest from all sources | 2020-12-31 | $1,023,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,079,509 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,079,509 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,922,759 |
Participant contributions at end of year | 2020-12-31 | $1,638,478 |
Participant contributions at beginning of year | 2020-12-31 | $1,659,662 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $320,913 |
Other income not declared elsewhere | 2020-12-31 | $7,646 |
Administrative expenses (other) incurred | 2020-12-31 | $149,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,571,187 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $133,024,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $122,854,609 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $66,956,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $61,487,154 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $17,553,304 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $16,141,024 |
Interest on participant loans | 2020-12-31 | $90,379 |
Interest earned on other investments | 2020-12-31 | $932,725 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $46,876,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $43,566,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,919,347 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,764,213 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,846,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,166,763 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 043296226 |
2019 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $93,747 |
Total transfer of assets to this plan | 2019-12-31 | $93,747 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total 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 | $23,348,204 |
Total income from all sources (including contributions) | 2019-12-31 | $23,348,204 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,342,909 |
Total of all expenses incurred | 2019-12-31 | $8,342,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,256,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,256,233 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-4,777 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-4,777 |
Value of total corrective distributions | 2019-12-31 | $14,046 |
Value of total corrective distributions | 2019-12-31 | $14,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,507,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,507,888 |
Value of total assets at end of year | 2019-12-31 | $122,854,609 |
Value of total assets at end of year | 2019-12-31 | $122,854,609 |
Value of total assets at beginning of year | 2019-12-31 | $107,755,567 |
Value of total assets at beginning of year | 2019-12-31 | $107,755,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $77,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $77,407 |
Total interest from all sources | 2019-12-31 | $1,032,316 |
Total interest from all sources | 2019-12-31 | $1,032,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,218,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,218,552 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,218,552 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,218,552 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,122,992 |
Participant contributions at end of year | 2019-12-31 | $1,659,662 |
Participant contributions at end of year | 2019-12-31 | $1,659,662 |
Participant contributions at beginning of year | 2019-12-31 | $1,757,904 |
Participant contributions at beginning of year | 2019-12-31 | $1,757,904 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $469,812 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $469,812 |
Other income not declared elsewhere | 2019-12-31 | $10,047 |
Other income not declared elsewhere | 2019-12-31 | $10,047 |
Administrative expenses (other) incurred | 2019-12-31 | $77,407 |
Administrative expenses (other) incurred | 2019-12-31 | $77,407 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $15,005,295 |
Value of net income/loss | 2019-12-31 | $15,005,295 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $122,854,609 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $122,854,609 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,755,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,755,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $61,487,154 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $61,487,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,152,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,152,230 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $16,141,024 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $16,141,024 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $13,106,992 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $13,106,992 |
Interest on participant loans | 2019-12-31 | $97,880 |
Interest on participant loans | 2019-12-31 | $97,880 |
Interest earned on other investments | 2019-12-31 | $934,436 |
Interest earned on other investments | 2019-12-31 | $934,436 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $43,566,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $43,566,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $42,738,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $42,738,441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,052,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,052,099 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,527,302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,915,084 |
Contributions received in cash from employer | 2019-12-31 | $1,915,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,256,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,256,233 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm name | 2019-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 043296226 |
Accountancy firm EIN | 2019-12-31 | 043296226 |
2018 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,467 |
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 | $2,634,604 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,578,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,424,246 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $36,126 |
Value of total corrective distributions | 2018-12-31 | $81,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,997,036 |
Value of total assets at end of year | 2018-12-31 | $107,755,567 |
Value of total assets at beginning of year | 2018-12-31 | $114,697,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,730 |
Total interest from all sources | 2018-12-31 | $921,428 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,142,925 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,142,925 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,906,974 |
Participant contributions at end of year | 2018-12-31 | $1,757,904 |
Participant contributions at beginning of year | 2018-12-31 | $1,732,982 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $60,603 |
Other income not declared elsewhere | 2018-12-31 | $31,660 |
Administrative expenses (other) incurred | 2018-12-31 | $36,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,943,499 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,755,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $114,697,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $50,152,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $63,219,878 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $13,106,992 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,782,816 |
Interest on participant loans | 2018-12-31 | $82,773 |
Interest earned on other investments | 2018-12-31 | $838,655 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $42,738,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $41,961,923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,126,115 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-332,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,029,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,424,246 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 043296226 |
2017 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,947 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $17,425,429 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,693,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,665,138 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-1,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,988,627 |
Value of total assets at end of year | 2017-12-31 | $114,697,599 |
Value of total assets at beginning of year | 2017-12-31 | $104,963,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,718 |
Total interest from all sources | 2017-12-31 | $896,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,234,445 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,234,445 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,755,499 |
Participant contributions at end of year | 2017-12-31 | $1,732,982 |
Participant contributions at beginning of year | 2017-12-31 | $1,702,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $377,298 |
Other income not declared elsewhere | 2017-12-31 | $19,924 |
Administrative expenses (other) incurred | 2017-12-31 | $30,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,731,453 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $114,697,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $104,963,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $63,219,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $53,453,241 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,782,816 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,474,407 |
Interest on participant loans | 2017-12-31 | $75,417 |
Interest earned on other investments | 2017-12-31 | $821,245 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $41,961,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $42,333,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,085,752 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,200,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,855,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,665,138 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 043296226 |
2016 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $12,754,083 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,790,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,741,887 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,786 |
Value of total corrective distributions | 2016-12-31 | $10,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,230,221 |
Value of total assets at end of year | 2016-12-31 | $104,963,199 |
Value of total assets at beginning of year | 2016-12-31 | $97,999,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $32,641 |
Total interest from all sources | 2016-12-31 | $890,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,144,103 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,144,103 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,467,889 |
Participant contributions at end of year | 2016-12-31 | $1,702,496 |
Participant contributions at beginning of year | 2016-12-31 | $1,658,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $313,634 |
Other income not declared elsewhere | 2016-12-31 | $19,572 |
Administrative expenses (other) incurred | 2016-12-31 | $32,641 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,963,354 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $104,963,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $97,999,845 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $53,453,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $48,230,165 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,474,407 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,639,592 |
Interest on participant loans | 2016-12-31 | $69,105 |
Interest earned on other investments | 2016-12-31 | $821,748 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $42,333,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $41,471,267 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,834,533 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $634,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,448,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,741,887 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 043296226 |
2015 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $75,865 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,422,033 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,068,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,999,628 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $18,843 |
Value of total corrective distributions | 2015-12-31 | $8,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,719,438 |
Value of total assets at end of year | 2015-12-31 | $97,999,845 |
Value of total assets at beginning of year | 2015-12-31 | $96,570,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $42,168 |
Total interest from all sources | 2015-12-31 | $909,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,035,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,035,474 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,449,215 |
Participant contributions at end of year | 2015-12-31 | $1,658,821 |
Participant contributions at beginning of year | 2015-12-31 | $1,726,280 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $74,154 |
Other income not declared elsewhere | 2015-12-31 | $17,682 |
Administrative expenses (other) incurred | 2015-12-31 | $42,168 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $124 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,353,174 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $97,999,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $96,570,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $48,230,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $48,086,555 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $6,639,592 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $6,935,360 |
Interest on participant loans | 2015-12-31 | $71,343 |
Interest earned on other investments | 2015-12-31 | $838,546 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $41,471,267 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $39,822,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,249,672 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-10,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,196,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,999,628 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 043296226 |
2014 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $10,550,955 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $8,334,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,287,444 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-2,302 |
Value of total corrective distributions | 2014-12-31 | $22,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,480,482 |
Value of total assets at end of year | 2014-12-31 | $96,570,806 |
Value of total assets at beginning of year | 2014-12-31 | $94,354,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,442 |
Total interest from all sources | 2014-12-31 | $1,007,141 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,032,825 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,032,825 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,221,324 |
Participant contributions at end of year | 2014-12-31 | $1,726,280 |
Participant contributions at beginning of year | 2014-12-31 | $1,794,710 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $139,312 |
Other income not declared elsewhere | 2014-12-31 | $-26,052 |
Administrative expenses (other) incurred | 2014-12-31 | $26,442 |
Total non interest bearing cash at end of year | 2014-12-31 | $124 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,216,708 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $96,570,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $94,354,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $48,086,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $46,129,076 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $6,935,360 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,623,506 |
Interest on participant loans | 2014-12-31 | $73,999 |
Interest earned on other investments | 2014-12-31 | $933,142 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $39,822,487 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $39,806,682 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,458,842 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $597,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,119,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,287,444 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 043296226 |
2013 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $16,494,431 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,129,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,083,242 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $12,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,837,793 |
Value of total assets at end of year | 2013-12-31 | $94,354,098 |
Value of total assets at beginning of year | 2013-12-31 | $82,989,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,750 |
Total interest from all sources | 2013-12-31 | $1,031,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $902,139 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $902,139 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,013,607 |
Participant contributions at end of year | 2013-12-31 | $1,794,710 |
Participant contributions at beginning of year | 2013-12-31 | $1,870,860 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $151,571 |
Other income not declared elsewhere | 2013-12-31 | $19,480 |
Administrative expenses (other) incurred | 2013-12-31 | $33,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $11,364,883 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $94,354,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $82,989,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $46,129,076 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,799,831 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,623,506 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,172,257 |
Interest on participant loans | 2013-12-31 | $75,799 |
Interest earned on other investments | 2013-12-31 | $955,856 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $39,806,682 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $38,146,267 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,505,735 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,197,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,672,615 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,083,242 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 043296226 |
2012 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $287,390 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $50,840 |
Total income from all sources (including contributions) | 2012-12-31 | $11,230,094 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,810,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,761,951 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $5,153 |
Value of total corrective distributions | 2012-12-31 | $30,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,487,499 |
Value of total assets at end of year | 2012-12-31 | $82,989,215 |
Value of total assets at beginning of year | 2012-12-31 | $78,333,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,727 |
Total interest from all sources | 2012-12-31 | $1,162,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $936,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $936,124 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,800,625 |
Participant contributions at end of year | 2012-12-31 | $1,870,860 |
Participant contributions at beginning of year | 2012-12-31 | $2,124,073 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,086,517 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $50,840 |
Other income not declared elsewhere | 2012-12-31 | $17,641 |
Administrative expenses (other) incurred | 2012-12-31 | $12,727 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,419,352 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $82,989,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $78,282,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $37,799,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $32,847,390 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $5,172,257 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,807,499 |
Interest on participant loans | 2012-12-31 | $83,720 |
Interest earned on other investments | 2012-12-31 | $1,078,642 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $38,146,267 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $37,483,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,018,187 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $608,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $600,357 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,070,753 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,761,951 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DICICCO, GULMAN & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 043296226 |
2011 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $62,046 |
Total income from all sources (including contributions) | 2011-12-31 | $4,507,807 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,300,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,235,971 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,589 |
Value of total corrective distributions | 2011-12-31 | $35,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,309,303 |
Value of total assets at end of year | 2011-12-31 | $77,262,560 |
Value of total assets at beginning of year | 2011-12-31 | $77,116,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,135 |
Total interest from all sources | 2011-12-31 | $1,218,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $791,325 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $791,325 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,643,822 |
Participant contributions at end of year | 2011-12-31 | $2,124,073 |
Participant contributions at beginning of year | 2011-12-31 | $1,716,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $115,073 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $62,046 |
Other income not declared elsewhere | 2011-12-31 | $101,721 |
Administrative expenses (other) incurred | 2011-12-31 | $27,135 |
Total non interest bearing cash at end of year | 2011-12-31 | $341 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $207,644 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $77,262,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $77,054,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $32,847,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $33,596,553 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,807,499 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,036,173 |
Interest on participant loans | 2011-12-31 | $80,377 |
Interest earned on other investments | 2011-12-31 | $1,137,981 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $37,483,257 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $35,941,296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-963,188 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $50,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $550,408 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $826,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,235,971 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DICICCO, GOLDMAN & CO. LLP |
Accountancy firm EIN | 2011-12-31 | 043296226 |
2010 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $62,046 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $53,066 |
Total income from all sources (including contributions) | 2010-12-31 | $10,218,288 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,875,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,805,977 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $7,600 |
Value of total corrective distributions | 2010-12-31 | $24,467 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,197,941 |
Value of total assets at end of year | 2010-12-31 | $77,116,962 |
Value of total assets at beginning of year | 2010-12-31 | $73,765,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $37,319 |
Total interest from all sources | 2010-12-31 | $995,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $371,964 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $371,964 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,659,360 |
Participant contributions at end of year | 2010-12-31 | $1,716,237 |
Participant contributions at beginning of year | 2010-12-31 | $1,262,003 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $93,447 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $139,221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $62,046 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $53,066 |
Administrative expenses (other) incurred | 2010-12-31 | $37,319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,342,925 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $77,054,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $73,711,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $33,596,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,830,723 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,036,173 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $40,034,719 |
Interest on participant loans | 2010-12-31 | $75,972 |
Interest earned on other investments | 2010-12-31 | $919,267 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $35,941,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $28,760,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,603,122 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,050,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,399,360 |
Employer contributions (assets) at end of year | 2010-12-31 | $826,703 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $783,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,805,977 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2010-12-31 | 042684828 |
2009 : MESTEK, INC. 401(K) & PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |