WESTMORELAND MECHANICAL TESTING AND RESEARCH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN
401k plan membership statisitcs for WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,302,323 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,122,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,114,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $974,335 |
Value of total assets at end of year | 2022-12-31 | $12,194,347 |
Value of total assets at beginning of year | 2022-12-31 | $14,618,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,291 |
Total interest from all sources | 2022-12-31 | $10,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $532,863 |
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 | $532,863 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $603,399 |
Participant contributions at end of year | 2022-12-31 | $229,126 |
Participant contributions at beginning of year | 2022-12-31 | $182,187 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $15,904 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,424,346 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,194,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,618,693 |
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 | $11,674,995 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,303,258 |
Interest on participant loans | 2022-12-31 | $10,816 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $290,226 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $108,640 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,608 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,836,241 |
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 | $370,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,114,732 |
Contract administrator fees | 2022-12-31 | $7,291 |
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 | BUCKLER, MCKENNEY & NADZADI, PC |
Accountancy firm EIN | 2022-12-31 | 251769537 |
2021 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $114 |
Total income from all sources (including contributions) | 2021-12-31 | $2,901,784 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,622,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,629,704 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-8,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,017,260 |
Value of total assets at end of year | 2021-12-31 | $14,618,693 |
Value of total assets at beginning of year | 2021-12-31 | $14,339,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,469 |
Total interest from all sources | 2021-12-31 | $10,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $745,797 |
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 | $745,797 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $639,213 |
Participant contributions at end of year | 2021-12-31 | $182,187 |
Participant contributions at beginning of year | 2021-12-31 | $172,269 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $114 |
Other income not declared elsewhere | 2021-12-31 | $17,337 |
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 | $279,060 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,618,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,339,633 |
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 | $14,303,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,781,233 |
Interest on participant loans | 2021-12-31 | $10,022 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $108,640 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $59,122 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $327,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,111,368 |
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 | $378,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,629,704 |
Contract administrator fees | 2021-12-31 | $1,469 |
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 | BUCKLER, MCKENNEY & NADZADI, PC |
Accountancy firm EIN | 2021-12-31 | 251769537 |
2020 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $114 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $70 |
Total income from all sources (including contributions) | 2020-12-31 | $3,187,958 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,516,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,506,513 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $8,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,040,069 |
Value of total assets at end of year | 2020-12-31 | $14,339,747 |
Value of total assets at beginning of year | 2020-12-31 | $12,668,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,400 |
Total interest from all sources | 2020-12-31 | $12,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $415,749 |
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 | $415,749 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $651,018 |
Participant contributions at end of year | 2020-12-31 | $172,269 |
Participant contributions at beginning of year | 2020-12-31 | $234,051 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $114 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $70 |
Other income not declared elsewhere | 2020-12-31 | $12,481 |
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 | $1,671,596 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,339,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,668,037 |
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 | $13,781,233 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,941,375 |
Interest on participant loans | 2020-12-31 | $12,090 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $59,122 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $26,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $327,123 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $465,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,707,569 |
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 | $389,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,506,513 |
Contract administrator fees | 2020-12-31 | $1,400 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | BUCKLER, MCKENNEY & NADZADI, PC |
Accountancy firm EIN | 2020-12-31 | 251769537 |
2019 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $70 |
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 | $3,026,470 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,192,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,190,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,008,662 |
Value of total assets at end of year | 2019-12-31 | $12,668,107 |
Value of total assets at beginning of year | 2019-12-31 | $10,834,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,702 |
Total interest from all sources | 2019-12-31 | $16,936 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $436,718 |
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 | $436,718 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $628,278 |
Participant contributions at end of year | 2019-12-31 | $234,051 |
Participant contributions at beginning of year | 2019-12-31 | $318,448 |
Participant contributions at beginning of year | 2019-12-31 | $25,771 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $70 |
Other income not declared elsewhere | 2019-12-31 | $9,607 |
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 | $1,833,780 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,668,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,834,257 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,941,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,582,609 |
Interest on participant loans | 2019-12-31 | $16,936 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $26,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $465,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $895,002 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,554,547 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $380,384 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $12,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,190,988 |
Contract administrator fees | 2019-12-31 | $1,702 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BUCKLER, MCKENNEY & NADZADI, PC |
Accountancy firm EIN | 2019-12-31 | 251769537 |
2018 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $508,180 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $614,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $612,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,016,702 |
Value of total assets at end of year | 2018-12-31 | $10,834,257 |
Value of total assets at beginning of year | 2018-12-31 | $10,940,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,350 |
Total interest from all sources | 2018-12-31 | $16,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $417,065 |
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 | $417,065 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $641,387 |
Participant contributions at end of year | 2018-12-31 | $318,448 |
Participant contributions at beginning of year | 2018-12-31 | $315,075 |
Participant contributions at end of year | 2018-12-31 | $25,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,932 |
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 | $-105,855 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,834,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,940,112 |
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 | $9,582,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,618,472 |
Interest on participant loans | 2018-12-31 | $16,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $895,002 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,006,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-941,980 |
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 | $373,383 |
Employer contributions (assets) at end of year | 2018-12-31 | $12,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $612,685 |
Contract administrator fees | 2018-12-31 | $1,350 |
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 | BUCKLER, MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2018-12-31 | 251769537 |
2017 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,318,502 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $389,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $366,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $901,746 |
Value of total assets at end of year | 2017-12-31 | $10,940,112 |
Value of total assets at beginning of year | 2017-12-31 | $9,011,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $22,843 |
Total interest from all sources | 2017-12-31 | $15,315 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $751,599 |
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 | $751,599 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $559,178 |
Participant contributions at end of year | 2017-12-31 | $315,075 |
Participant contributions at beginning of year | 2017-12-31 | $258,087 |
Participant contributions at beginning of year | 2017-12-31 | $25,564 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,644 |
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 | $1,929,001 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,940,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,011,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,618,472 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,269,758 |
Interest on participant loans | 2017-12-31 | $15,315 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,006,565 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,441,638 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $649,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $337,924 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $366,658 |
Contract administrator fees | 2017-12-31 | $22,843 |
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 | 2017-12-31 | Yes |
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 | BUCKLER, MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2017-12-31 | 251769537 |
2016 : WESTMORELAND MECHANICAL TESTING & RESEARCH 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 | $1,559,696 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $693,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $599,729 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $16,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $818,186 |
Value of total assets at end of year | 2016-12-31 | $9,011,111 |
Value of total assets at beginning of year | 2016-12-31 | $8,145,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $77,394 |
Total interest from all sources | 2016-12-31 | $12,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $728,570 |
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 | $728,570 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $502,298 |
Participant contributions at end of year | 2016-12-31 | $258,087 |
Participant contributions at beginning of year | 2016-12-31 | $241,745 |
Participant contributions at end of year | 2016-12-31 | $25,564 |
Participant contributions at beginning of year | 2016-12-31 | $40,567 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,606 |
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 |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $865,994 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,011,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,145,117 |
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 pooled separate accounts at end of year | 2016-12-31 | $7,269,758 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $7,150,491 |
Interest on participant loans | 2016-12-31 | $12,940 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,441,638 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $685,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $314,282 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,064 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $26,642 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $599,729 |
Contract administrator fees | 2016-12-31 | $77,394 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2016-12-31 | 251769537 |
2015 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $702,479 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $676,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $592,007 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $784,774 |
Value of total assets at end of year | 2015-12-31 | $8,145,117 |
Value of total assets at beginning of year | 2015-12-31 | $8,119,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $82,187 |
Total interest from all sources | 2015-12-31 | $12,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $-94,694 |
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 | $-94,694 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $476,033 |
Participant contributions at end of year | 2015-12-31 | $241,745 |
Participant contributions at beginning of year | 2015-12-31 | $234,242 |
Participant contributions at end of year | 2015-12-31 | $40,567 |
Participant contributions at beginning of year | 2015-12-31 | $39,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,233 |
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 | $25,832 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,145,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,119,285 |
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 pooled separate accounts at end of year | 2015-12-31 | $7,150,491 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $7,085,758 |
Interest on participant loans | 2015-12-31 | $12,399 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $685,672 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $733,353 |
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 | $307,508 |
Employer contributions (assets) at end of year | 2015-12-31 | $26,642 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $26,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $592,007 |
Contract administrator fees | 2015-12-31 | $82,187 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2015-12-31 | 251769537 |
2014 : WESTMORELAND MECHANICAL TESTING & RESEARCH 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 | $1,160,019 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $947,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $868,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $773,668 |
Value of total assets at end of year | 2014-12-31 | $8,119,285 |
Value of total assets at beginning of year | 2014-12-31 | $7,906,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $79,222 |
Total interest from all sources | 2014-12-31 | $9,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $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 | $469,023 |
Participant contributions at end of year | 2014-12-31 | $234,242 |
Participant contributions at beginning of year | 2014-12-31 | $176,957 |
Participant contributions at end of year | 2014-12-31 | $39,927 |
Participant contributions at beginning of year | 2014-12-31 | $33,968 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
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 |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $212,467 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,119,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,906,818 |
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 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $79,222 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $7,085,758 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,832,633 |
Interest on participant loans | 2014-12-31 | $9,982 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $733,353 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $841,877 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $376,369 |
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 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $304,645 |
Employer contributions (assets) at end of year | 2014-12-31 | $26,005 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $21,383 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $868,330 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
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 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2014-12-31 | 251769537 |
2013 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,698,677 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $319,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $240,476 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $10,676 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $660,701 |
Value of total assets at end of year | 2013-12-31 | $7,906,818 |
Value of total assets at beginning of year | 2013-12-31 | $6,527,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $68,387 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $9,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $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 | $406,954 |
Participant contributions at end of year | 2013-12-31 | $176,957 |
Participant contributions at beginning of year | 2013-12-31 | $209,504 |
Participant contributions at end of year | 2013-12-31 | $33,968 |
Participant contributions at beginning of year | 2013-12-31 | $53,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $1,379,138 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,906,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,527,680 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $68,387 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,832,633 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,503,614 |
Interest on participant loans | 2013-12-31 | $9,953 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $841,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $729,983 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,028,023 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $253,747 |
Employer contributions (assets) at end of year | 2013-12-31 | $21,383 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $31,380 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $240,476 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2013-12-31 | 251769537 |
2012 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
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 | $1,728 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,251,335 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $273,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $208,431 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,592 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $596,472 |
Value of total assets at end of year | 2012-12-31 | $6,527,680 |
Value of total assets at beginning of year | 2012-12-31 | $5,551,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $58,284 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $7,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $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 | $376,322 |
Participant contributions at end of year | 2012-12-31 | $209,504 |
Participant contributions at beginning of year | 2012-12-31 | $132,023 |
Participant contributions at end of year | 2012-12-31 | $53,199 |
Participant contributions at beginning of year | 2012-12-31 | $27,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,728 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $978,028 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,527,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,549,652 |
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 |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $58,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $5,503,614 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,536,643 |
Interest on participant loans | 2012-12-31 | $7,594 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $729,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $837,043 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $647,269 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Assets. Value of employer real property at end of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $220,150 |
Employer contributions (assets) at end of year | 2012-12-31 | $31,380 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,129 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $208,431 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Contract administrator fees | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2012-12-31 | 251769537 |
2011 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,728 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,003 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $408,224 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,213,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,121,605 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $33,146 |
Value of total corrective distributions | 2011-12-31 | $1,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $602,523 |
Value of total assets at end of year | 2011-12-31 | $5,551,380 |
Value of total assets at beginning of year | 2011-12-31 | $6,357,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $57,055 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $10,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $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 | $362,000 |
Participant contributions at end of year | 2011-12-31 | $132,023 |
Participant contributions at beginning of year | 2011-12-31 | $168,984 |
Participant contributions at end of year | 2011-12-31 | $27,542 |
Participant contributions at beginning of year | 2011-12-31 | $54,843 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $20,784 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,728 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $3,003 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
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 |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $-805,310 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,549,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,354,962 |
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 |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,536,643 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,244,951 |
Interest on participant loans | 2011-12-31 | $10,015 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $837,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $854,883 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-204,314 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $219,739 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,129 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $34,304 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,121,605 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Contract administrator fees | 2011-12-31 | $57,055 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2011-12-31 | 251769537 |
2010 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,385,244 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $239,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $183,391 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $3,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $602,901 |
Value of total assets at end of year | 2010-12-31 | $6,357,965 |
Value of total assets at beginning of year | 2010-12-31 | $5,208,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $52,883 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $6,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
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 | $0 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $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 | $379,628 |
Participant contributions at end of year | 2010-12-31 | $168,984 |
Participant contributions at beginning of year | 2010-12-31 | $100,920 |
Participant contributions at end of year | 2010-12-31 | $54,843 |
Participant contributions at beginning of year | 2010-12-31 | $73,636 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $3,003 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $1,145,967 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,354,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,208,995 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,244,951 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,001,716 |
Interest on participant loans | 2010-12-31 | $6,683 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $854,883 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $984,644 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $775,660 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $223,273 |
Employer contributions (assets) at end of year | 2010-12-31 | $34,304 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $48,079 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $183,391 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $52,883 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 | BUCKLER MCKENNEY & NADZADI PC |
Accountancy firm EIN | 2010-12-31 | 251769537 |
2009 : WESTMORELAND MECHANICAL TESTING & RESEARCH PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |