401k Plan data: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN plan

PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN
Plan identification number	002

PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENN UNITED TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENN UNITED TECHNOLOGIES, INC.

Employer identification number (EIN): 251215115

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01
002 2018-04-01
002 2017-04-01 MICHAEL GORE
002 2016-04-01 MICHAEL GORE
002 2015-04-01 MICHAEL GORE
002 2014-04-01 JERALD SMATHERS
002 2013-04-01 JERALD SMATHERS
002 2012-04-01 JERALD SMATHERS JERALD SMATHERS 2013-12-11
002 2011-04-01 JERALD L. SMATHERS
002 2010-04-01 JERALD L. SMATHERS
002 2009-04-01 JERALD L. SMATHERS

Plan Statistics for PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

401k plan membership statisitcs for PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

Measure Date Value
2022: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 841
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 771
Number of retired or separated participants receiving benefits 2022-04-01 2
Number of other retired or separated participants entitled to future benefits 2022-04-01 116
Total of all active and inactive participants 2022-04-01 889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 889
Number of participants with account balances 2022-04-01 841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 9
2021: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 778
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 722
Number of retired or separated participants receiving benefits 2021-04-01 2
Number of other retired or separated participants entitled to future benefits 2021-04-01 117
Total of all active and inactive participants 2021-04-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 841
Number of participants with account balances 2021-04-01 809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 8
2020: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 842
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 663
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 115
Total of all active and inactive participants 2020-04-01 778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 778
Number of participants with account balances 2020-04-01 745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 35
2019: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 870
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 734
Number of retired or separated participants receiving benefits 2019-04-01 1
Number of other retired or separated participants entitled to future benefits 2019-04-01 107
Total of all active and inactive participants 2019-04-01 842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 842
Number of participants with account balances 2019-04-01 778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 20
2018: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 777
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 757
Number of retired or separated participants receiving benefits 2018-04-01 1
Number of other retired or separated participants entitled to future benefits 2018-04-01 112
Total of all active and inactive participants 2018-04-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 870
Number of participants with account balances 2018-04-01 801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 11
2017: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 706
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 668
Number of retired or separated participants receiving benefits 2017-04-01 1
Number of other retired or separated participants entitled to future benefits 2017-04-01 107
Total of all active and inactive participants 2017-04-01 776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 1
Total participants 2017-04-01 777
Number of participants with account balances 2017-04-01 687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 4
2016: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 613
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 610
Number of retired or separated participants receiving benefits 2016-04-01 1
Number of other retired or separated participants entitled to future benefits 2016-04-01 95
Total of all active and inactive participants 2016-04-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 706
Number of participants with account balances 2016-04-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 6
2015: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 663
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 519
Number of retired or separated participants receiving benefits 2015-04-01 1
Number of other retired or separated participants entitled to future benefits 2015-04-01 93
Total of all active and inactive participants 2015-04-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 613
Number of participants with account balances 2015-04-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 19
2014: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 647
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 590
Number of retired or separated participants receiving benefits 2014-04-01 2
Number of other retired or separated participants entitled to future benefits 2014-04-01 71
Total of all active and inactive participants 2014-04-01 663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 663
Number of participants with account balances 2014-04-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 7
2013: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 649
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 579
Number of retired or separated participants receiving benefits 2013-04-01 2
Number of other retired or separated participants entitled to future benefits 2013-04-01 66
Total of all active and inactive participants 2013-04-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 647
Number of participants with account balances 2013-04-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 12
2012: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 657
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 570
Number of retired or separated participants receiving benefits 2012-04-01 3
Number of other retired or separated participants entitled to future benefits 2012-04-01 75
Total of all active and inactive participants 2012-04-01 648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 1
Total participants 2012-04-01 649
Number of participants with account balances 2012-04-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 7
2011: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 621
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 521
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 140
Total of all active and inactive participants 2011-04-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 661
Number of participants with account balances 2011-04-01 657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 12
2010: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 660
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 479
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 142
Total of all active and inactive participants 2010-04-01 621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 621
Number of participants with account balances 2010-04-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 1
2009: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 697
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 493
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 167
Total of all active and inactive participants 2009-04-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 660
Number of participants with account balances 2009-04-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 4

Measure	Date	Value
2022: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	841
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	771
Number of retired or separated participants receiving benefits	2022-04-01	2
Number of other retired or separated participants entitled to future benefits	2022-04-01	116
Total of all active and inactive participants	2022-04-01	889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	889
Number of participants with account balances	2022-04-01	841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	9
2021: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	778
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	722
Number of retired or separated participants receiving benefits	2021-04-01	2
Number of other retired or separated participants entitled to future benefits	2021-04-01	117
Total of all active and inactive participants	2021-04-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	841
Number of participants with account balances	2021-04-01	809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	8
2020: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	842
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	663
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	115
Total of all active and inactive participants	2020-04-01	778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	778
Number of participants with account balances	2020-04-01	745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	35
2019: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	870
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	734
Number of retired or separated participants receiving benefits	2019-04-01	1
Number of other retired or separated participants entitled to future benefits	2019-04-01	107
Total of all active and inactive participants	2019-04-01	842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	842
Number of participants with account balances	2019-04-01	778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	20
2018: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	777
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	757
Number of retired or separated participants receiving benefits	2018-04-01	1
Number of other retired or separated participants entitled to future benefits	2018-04-01	112
Total of all active and inactive participants	2018-04-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	870
Number of participants with account balances	2018-04-01	801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	11
2017: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	706
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	668
Number of retired or separated participants receiving benefits	2017-04-01	1
Number of other retired or separated participants entitled to future benefits	2017-04-01	107
Total of all active and inactive participants	2017-04-01	776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	1
Total participants	2017-04-01	777
Number of participants with account balances	2017-04-01	687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	4
2016: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	613
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	610
Number of retired or separated participants receiving benefits	2016-04-01	1
Number of other retired or separated participants entitled to future benefits	2016-04-01	95
Total of all active and inactive participants	2016-04-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	706
Number of participants with account balances	2016-04-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	6
2015: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	663
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	519
Number of retired or separated participants receiving benefits	2015-04-01	1
Number of other retired or separated participants entitled to future benefits	2015-04-01	93
Total of all active and inactive participants	2015-04-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	613
Number of participants with account balances	2015-04-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	19
2014: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	647
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	590
Number of retired or separated participants receiving benefits	2014-04-01	2
Number of other retired or separated participants entitled to future benefits	2014-04-01	71
Total of all active and inactive participants	2014-04-01	663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	663
Number of participants with account balances	2014-04-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	7
2013: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	649
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	579
Number of retired or separated participants receiving benefits	2013-04-01	2
Number of other retired or separated participants entitled to future benefits	2013-04-01	66
Total of all active and inactive participants	2013-04-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	647
Number of participants with account balances	2013-04-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	12
2012: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	657
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	570
Number of retired or separated participants receiving benefits	2012-04-01	3
Number of other retired or separated participants entitled to future benefits	2012-04-01	75
Total of all active and inactive participants	2012-04-01	648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	649
Number of participants with account balances	2012-04-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	7
2011: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	621
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	521
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	140
Total of all active and inactive participants	2011-04-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	661
Number of participants with account balances	2011-04-01	657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	12
2010: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	660
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	479
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	142
Total of all active and inactive participants	2010-04-01	621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	621
Number of participants with account balances	2010-04-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	1
2009: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	697
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	493
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	167
Total of all active and inactive participants	2009-04-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	660
Number of participants with account balances	2009-04-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	4

Financial Data on PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

Measure	Date	Value
2023 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-03-31	$-96,117
Total unrealized appreciation/depreciation of assets	2023-03-31	$-96,117
Total transfer of assets to this plan	2023-03-31	$117,018
Total transfer of assets from this plan	2023-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Expenses. Interest paid	2023-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$676,089
Total loss/gain on sale of assets	2023-03-31	$-5,818
Total of all expenses incurred	2023-03-31	$4,830,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$4,663,788
Expenses. Certain deemed distributions of participant loans	2023-03-31	$0
Value of total corrective distributions	2023-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$6,625,779
Value of total assets at end of year	2023-03-31	$79,538,869
Value of total assets at beginning of year	2023-03-31	$83,575,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$166,351
Total income from rents	2023-03-31	$0
Total interest from all sources	2023-03-31	$88,297
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$2,972,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$2,972,923
Assets. Real estate other than employer real property at end of year	2023-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-03-31	$0
Administrative expenses professional fees incurred	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-03-31	$0
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$3,805,359
Participant contributions at end of year	2023-03-31	$1,707,302
Participant contributions at beginning of year	2023-03-31	$1,870,666
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$15,558
Assets. Other investments not covered elsewhere at end of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$202,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-03-31	$0
Assets. Loans (other than to participants) at end of year	2023-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-03-31	$0
Other income not declared elsewhere	2023-03-31	$0
Administrative expenses (other) incurred	2023-03-31	$166,351
Liabilities. Value of operating payables at end of year	2023-03-31	$0
Liabilities. Value of operating payables at beginning of year	2023-03-31	$0
Total non interest bearing cash at end of year	2023-03-31	$0
Total non interest bearing cash at beginning of year	2023-03-31	$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	2023-03-31	No
Income. Non cash contributions	2023-03-31	$0
Value of net income/loss	2023-03-31	$-4,154,050
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$79,538,869
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$83,575,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Assets. partnership/joint venture interests at end of year	2023-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-03-31	$0
Investment advisory and management fees	2023-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$74,033,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$78,405,898
Value of interest in pooled separate accounts at end of year	2023-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-03-31	$0
Interest on participant loans	2023-03-31	$88,297
Income. Interest from loans (other than to participants)	2023-03-31	$0
Interest earned on other investments	2023-03-31	$0
Income. Interest from US Government securities	2023-03-31	$0
Income. Interest from corporate debt instruments	2023-03-31	$0
Value of interest in master investment trust accounts at end of year	2023-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-03-31	$0
Value of interest in common/collective trusts at end of year	2023-03-31	$667,465
Value of interest in common/collective trusts at beginning of year	2023-03-31	$583,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-03-31	$164,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-03-31	$77,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-03-31	$77,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-03-31	$0
Asset value of US Government securities at end of year	2023-03-31	$0
Asset value of US Government securities at beginning of year	2023-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-8,919,736
Net investment gain/loss from pooled separate accounts	2023-03-31	$0
Net investment gain or loss from common/collective trusts	2023-03-31	$10,761
Net gain/loss from 103.12 investment entities	2023-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Assets. Invements in employer securities at end of year	2023-03-31	$0
Assets. Invements in employer securities at beginning of year	2023-03-31	$0
Assets. Value of employer real property at end of year	2023-03-31	$0
Assets. Value of employer real property at beginning of year	2023-03-31	$0
Contributions received in cash from employer	2023-03-31	$2,618,251
Employer contributions (assets) at end of year	2023-03-31	$2,618,251
Employer contributions (assets) at beginning of year	2023-03-31	$2,230,771
Income. Dividends from preferred stock	2023-03-31	$0
Income. Dividends from common stock	2023-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$4,663,788
Asset. Corporate debt instrument preferred debt at end of year	2023-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-03-31	$0
Contract administrator fees	2023-03-31	$0
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	2023-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-03-31	$347,795
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-03-31	$391,886
Liabilities. Value of benefit claims payable at end of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-03-31	$0
Did the plan have assets held for investment	2023-03-31	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	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Aggregate proceeds on sale of assets	2023-03-31	$60,124
Aggregate carrying amount (costs) on sale of assets	2023-03-31	$65,942
Liabilities. Value of acquisition indebtedness at end of year	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-03-31	$0
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	BAKER TILLY US, LLP
Accountancy firm EIN	2023-03-31	390859910
2022 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-03-31	$-68,950
Total unrealized appreciation/depreciation of assets	2022-03-31	$-68,950
Total transfer of assets to this plan	2022-03-31	$1,873,743
Total transfer of assets from this plan	2022-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Expenses. Interest paid	2022-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$6,792,719
Total loss/gain on sale of assets	2022-03-31	$8,406
Total of all expenses incurred	2022-03-31	$3,448,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$3,276,289
Expenses. Certain deemed distributions of participant loans	2022-03-31	$0
Value of total corrective distributions	2022-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$5,860,003
Value of total assets at end of year	2022-03-31	$83,575,901
Value of total assets at beginning of year	2022-03-31	$78,358,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$172,548
Total income from rents	2022-03-31	$0
Total interest from all sources	2022-03-31	$94,699
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$4,593,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$4,592,605
Assets. Real estate other than employer real property at end of year	2022-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-03-31	$0
Administrative expenses professional fees incurred	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-03-31	$0
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$3,457,370
Participant contributions at end of year	2022-03-31	$1,870,666
Participant contributions at beginning of year	2022-03-31	$1,672,510
Participant contributions at end of year	2022-03-31	$15,558
Participant contributions at beginning of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$171,862
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-03-31	$0
Assets. Loans (other than to participants) at end of year	2022-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-03-31	$0
Other income not declared elsewhere	2022-03-31	$0
Administrative expenses (other) incurred	2022-03-31	$172,548
Liabilities. Value of operating payables at end of year	2022-03-31	$0
Liabilities. Value of operating payables at beginning of year	2022-03-31	$0
Total non interest bearing cash at end of year	2022-03-31	$0
Total non interest bearing cash at beginning of year	2022-03-31	$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	2022-03-31	No
Income. Non cash contributions	2022-03-31	$0
Value of net income/loss	2022-03-31	$3,343,882
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$83,575,901
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$78,358,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Assets. partnership/joint venture interests at end of year	2022-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-03-31	$0
Investment advisory and management fees	2022-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$78,405,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$73,965,468
Value of interest in pooled separate accounts at end of year	2022-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-03-31	$0
Interest on participant loans	2022-03-31	$94,692
Income. Interest from loans (other than to participants)	2022-03-31	$0
Interest earned on other investments	2022-03-31	$0
Income. Interest from US Government securities	2022-03-31	$0
Income. Interest from corporate debt instruments	2022-03-31	$0
Value of interest in master investment trust accounts at end of year	2022-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-03-31	$0
Value of interest in common/collective trusts at end of year	2022-03-31	$583,669
Value of interest in common/collective trusts at beginning of year	2022-03-31	$602,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$77,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$54,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$54,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-03-31	$7
Assets. Value of investments in 103.12 investment entities at end of year	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-03-31	$0
Asset value of US Government securities at end of year	2022-03-31	$0
Asset value of US Government securities at beginning of year	2022-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-3,700,746
Net investment gain/loss from pooled separate accounts	2022-03-31	$0
Net investment gain or loss from common/collective trusts	2022-03-31	$5,433
Net gain/loss from 103.12 investment entities	2022-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Assets. Invements in employer securities at end of year	2022-03-31	$0
Assets. Invements in employer securities at beginning of year	2022-03-31	$0
Assets. Value of employer real property at end of year	2022-03-31	$0
Assets. Value of employer real property at beginning of year	2022-03-31	$0
Contributions received in cash from employer	2022-03-31	$2,230,771
Employer contributions (assets) at end of year	2022-03-31	$2,230,771
Employer contributions (assets) at beginning of year	2022-03-31	$1,632,567
Income. Dividends from preferred stock	2022-03-31	$0
Income. Dividends from common stock	2022-03-31	$1,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$3,276,289
Asset. Corporate debt instrument preferred debt at end of year	2022-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-03-31	$0
Contract administrator fees	2022-03-31	$0
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	2022-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-03-31	$391,886
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-03-31	$430,902
Liabilities. Value of benefit claims payable at end of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-03-31	$0
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Aggregate proceeds on sale of assets	2022-03-31	$74,452
Aggregate carrying amount (costs) on sale of assets	2022-03-31	$66,046
Liabilities. Value of acquisition indebtedness at end of year	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-03-31	$0
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-03-31	390859910
2021 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-03-31	$186,153
Total unrealized appreciation/depreciation of assets	2021-03-31	$186,153
Total transfer of assets to this plan	2021-03-31	$2,959,499
Total transfer of assets from this plan	2021-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Expenses. Interest paid	2021-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$25,874,019
Total loss/gain on sale of assets	2021-03-31	$18,699
Total of all expenses incurred	2021-03-31	$10,225,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$10,025,880
Expenses. Certain deemed distributions of participant loans	2021-03-31	$28,698
Value of total corrective distributions	2021-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$4,351,976
Value of total assets at end of year	2021-03-31	$78,358,276
Value of total assets at beginning of year	2021-03-31	$59,750,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$170,955
Total income from rents	2021-03-31	$0
Total interest from all sources	2021-03-31	$103,756
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$2,184,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$2,184,176
Assets. Real estate other than employer real property at end of year	2021-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-03-31	$0
Administrative expenses professional fees incurred	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-03-31	$0
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$2,686,982
Participant contributions at end of year	2021-03-31	$1,672,510
Participant contributions at beginning of year	2021-03-31	$1,975,619
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$32,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-03-31	$982
Assets. Loans (other than to participants) at end of year	2021-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-03-31	$0
Other income not declared elsewhere	2021-03-31	$0
Administrative expenses (other) incurred	2021-03-31	$170,955
Liabilities. Value of operating payables at end of year	2021-03-31	$0
Liabilities. Value of operating payables at beginning of year	2021-03-31	$0
Total non interest bearing cash at end of year	2021-03-31	$0
Total non interest bearing cash at beginning of year	2021-03-31	$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	2021-03-31	No
Income. Non cash contributions	2021-03-31	$0
Value of net income/loss	2021-03-31	$15,648,486
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$78,358,276
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$59,750,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Assets. partnership/joint venture interests at end of year	2021-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-03-31	$0
Investment advisory and management fees	2021-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$73,965,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$54,096,738
Value of interest in pooled separate accounts at end of year	2021-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-03-31	$0
Interest on participant loans	2021-03-31	$103,743
Income. Interest from loans (other than to participants)	2021-03-31	$0
Interest earned on other investments	2021-03-31	$0
Income. Interest from US Government securities	2021-03-31	$0
Income. Interest from corporate debt instruments	2021-03-31	$0
Value of interest in master investment trust accounts at end of year	2021-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-03-31	$0
Value of interest in common/collective trusts at end of year	2021-03-31	$602,290
Value of interest in common/collective trusts at beginning of year	2021-03-31	$1,265,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$54,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$126,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$126,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-03-31	$13
Assets. Value of investments in 103.12 investment entities at end of year	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-03-31	$0
Asset value of US Government securities at end of year	2021-03-31	$0
Asset value of US Government securities at beginning of year	2021-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$19,014,583
Net investment gain/loss from pooled separate accounts	2021-03-31	$0
Net investment gain or loss from common/collective trusts	2021-03-31	$14,028
Net gain/loss from 103.12 investment entities	2021-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Assets. Invements in employer securities at end of year	2021-03-31	$0
Assets. Invements in employer securities at beginning of year	2021-03-31	$0
Assets. Value of employer real property at end of year	2021-03-31	$0
Assets. Value of employer real property at beginning of year	2021-03-31	$0
Contributions received in cash from employer	2021-03-31	$1,632,567
Employer contributions (assets) at end of year	2021-03-31	$1,632,567
Employer contributions (assets) at beginning of year	2021-03-31	$2,153,279
Income. Dividends from preferred stock	2021-03-31	$0
Income. Dividends from common stock	2021-03-31	$648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$10,025,880
Asset. Corporate debt instrument preferred debt at end of year	2021-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-03-31	$0
Contract administrator fees	2021-03-31	$0
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	2021-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-03-31	$430,902
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-03-31	$132,300
Liabilities. Value of benefit claims payable at end of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-03-31	$0
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Aggregate proceeds on sale of assets	2021-03-31	$4,021,794
Aggregate carrying amount (costs) on sale of assets	2021-03-31	$4,003,095
Liabilities. Value of acquisition indebtedness at end of year	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-03-31	$0
Opinion of an independent qualified public accountant for this plan	2021-03-31	Unqualified
Accountancy firm name	2021-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2021-03-31	550486667
2020 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-03-31	$-102,899
Total unrealized appreciation/depreciation of assets	2020-03-31	$-102,899
Total transfer of assets to this plan	2020-03-31	$21,516
Total transfer of assets from this plan	2020-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$75
Expenses. Interest paid	2020-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$933,567
Total loss/gain on sale of assets	2020-03-31	$-228,183
Total of all expenses incurred	2020-03-31	$5,267,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$5,091,229
Expenses. Certain deemed distributions of participant loans	2020-03-31	$0
Value of total corrective distributions	2020-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$5,608,758
Value of total assets at end of year	2020-03-31	$59,750,291
Value of total assets at beginning of year	2020-03-31	$64,063,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$176,589
Total income from rents	2020-03-31	$0
Total interest from all sources	2020-03-31	$104,203
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$2,556,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$2,552,354
Assets. Real estate other than employer real property at end of year	2020-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-03-31	$0
Administrative expenses professional fees incurred	2020-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-03-31	$0
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$3,242,134
Participant contributions at end of year	2020-03-31	$1,975,619
Participant contributions at beginning of year	2020-03-31	$1,714,398
Participant contributions at end of year	2020-03-31	$0
Participant contributions at beginning of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$212,363
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-03-31	$982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-03-31	$0
Assets. Loans (other than to participants) at end of year	2020-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-03-31	$75
Other income not declared elsewhere	2020-03-31	$0
Administrative expenses (other) incurred	2020-03-31	$176,589
Liabilities. Value of operating payables at end of year	2020-03-31	$0
Liabilities. Value of operating payables at beginning of year	2020-03-31	$0
Total non interest bearing cash at end of year	2020-03-31	$0
Total non interest bearing cash at beginning of year	2020-03-31	$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	2020-03-31	No
Income. Non cash contributions	2020-03-31	$0
Value of net income/loss	2020-03-31	$-4,334,251
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$59,750,291
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$64,063,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Assets. partnership/joint venture interests at end of year	2020-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-03-31	$0
Investment advisory and management fees	2020-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$54,096,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$58,548,009
Value of interest in pooled separate accounts at end of year	2020-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-03-31	$0
Interest on participant loans	2020-03-31	$100,820
Income. Interest from loans (other than to participants)	2020-03-31	$0
Interest earned on other investments	2020-03-31	$0
Income. Interest from US Government securities	2020-03-31	$0
Income. Interest from corporate debt instruments	2020-03-31	$0
Value of interest in master investment trust accounts at end of year	2020-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-03-31	$0
Value of interest in common/collective trusts at end of year	2020-03-31	$1,265,207
Value of interest in common/collective trusts at beginning of year	2020-03-31	$597,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-03-31	$126,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-03-31	$583,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-03-31	$583,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$3,383
Assets. Value of investments in 103.12 investment entities at end of year	2020-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-03-31	$0
Asset value of US Government securities at end of year	2020-03-31	$0
Asset value of US Government securities at beginning of year	2020-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-7,030,400
Net investment gain/loss from pooled separate accounts	2020-03-31	$0
Net investment gain or loss from common/collective trusts	2020-03-31	$25,158
Net gain/loss from 103.12 investment entities	2020-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Assets. Invements in employer securities at end of year	2020-03-31	$0
Assets. Invements in employer securities at beginning of year	2020-03-31	$0
Assets. Value of employer real property at end of year	2020-03-31	$0
Assets. Value of employer real property at beginning of year	2020-03-31	$0
Contributions received in cash from employer	2020-03-31	$2,154,261
Employer contributions (assets) at end of year	2020-03-31	$2,153,279
Employer contributions (assets) at beginning of year	2020-03-31	$2,070,158
Income. Dividends from preferred stock	2020-03-31	$0
Income. Dividends from common stock	2020-03-31	$4,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$5,091,229
Asset. Corporate debt instrument preferred debt at end of year	2020-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-03-31	$0
Contract administrator fees	2020-03-31	$0
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	2020-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-03-31	$132,300
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-03-31	$550,274
Liabilities. Value of benefit claims payable at end of year	2020-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-03-31	$0
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Aggregate proceeds on sale of assets	2020-03-31	$3,779,013
Aggregate carrying amount (costs) on sale of assets	2020-03-31	$4,007,196
Liabilities. Value of acquisition indebtedness at end of year	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2020-03-31	550486667
2019 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-03-31	$-148,461
Total unrealized appreciation/depreciation of assets	2019-03-31	$-148,461
Total transfer of assets to this plan	2019-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Expenses. Interest paid	2019-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$7,210,981
Total loss/gain on sale of assets	2019-03-31	$-61,362
Total of all expenses incurred	2019-03-31	$2,782,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$2,613,983
Expenses. Certain deemed distributions of participant loans	2019-03-31	$0
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$5,052,751
Value of total assets at end of year	2019-03-31	$64,063,101
Value of total assets at beginning of year	2019-03-31	$59,634,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$168,916
Total income from rents	2019-03-31	$0
Total interest from all sources	2019-03-31	$100,345
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$2,368,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$2,366,330
Assets. Real estate other than employer real property at end of year	2019-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-03-31	$0
Administrative expenses professional fees incurred	2019-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$2,941,580
Participant contributions at end of year	2019-03-31	$1,714,398
Participant contributions at beginning of year	2019-03-31	$1,762,998
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$41,013
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-03-31	$0
Assets. Loans (other than to participants) at end of year	2019-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-03-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-03-31	$0
Other income not declared elsewhere	2019-03-31	$0
Administrative expenses (other) incurred	2019-03-31	$168,916
Liabilities. Value of operating payables at end of year	2019-03-31	$0
Liabilities. Value of operating payables at beginning of year	2019-03-31	$0
Total non interest bearing cash at end of year	2019-03-31	$0
Total non interest bearing cash at beginning of year	2019-03-31	$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	2019-03-31	No
Income. Non cash contributions	2019-03-31	$0
Value of net income/loss	2019-03-31	$4,428,082
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$64,063,026
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$59,634,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Assets. partnership/joint venture interests at end of year	2019-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-03-31	$0
Investment advisory and management fees	2019-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$58,548,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$54,680,580
Value of interest in pooled separate accounts at end of year	2019-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-03-31	$0
Interest on participant loans	2019-03-31	$87,907
Income. Interest from loans (other than to participants)	2019-03-31	$0
Interest earned on other investments	2019-03-31	$0
Income. Interest from US Government securities	2019-03-31	$0
Income. Interest from corporate debt instruments	2019-03-31	$0
Value of interest in master investment trust accounts at end of year	2019-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-03-31	$0
Value of interest in common/collective trusts at end of year	2019-03-31	$597,245
Value of interest in common/collective trusts at beginning of year	2019-03-31	$251,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$583,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$281,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$281,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$12,438
Assets. Value of investments in 103.12 investment entities at end of year	2019-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-03-31	$0
Asset value of US Government securities at end of year	2019-03-31	$0
Asset value of US Government securities at beginning of year	2019-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$-109,925
Net investment gain/loss from pooled separate accounts	2019-03-31	$0
Net investment gain or loss from common/collective trusts	2019-03-31	$9,031
Net gain/loss from 103.12 investment entities	2019-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Assets. Invements in employer securities at end of year	2019-03-31	$0
Assets. Invements in employer securities at beginning of year	2019-03-31	$0
Assets. Value of employer real property at end of year	2019-03-31	$0
Assets. Value of employer real property at beginning of year	2019-03-31	$0
Contributions received in cash from employer	2019-03-31	$2,070,158
Employer contributions (assets) at end of year	2019-03-31	$2,070,158
Employer contributions (assets) at beginning of year	2019-03-31	$1,737,194
Income. Dividends from preferred stock	2019-03-31	$0
Income. Dividends from common stock	2019-03-31	$2,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$2,613,983
Asset. Corporate debt instrument preferred debt at end of year	2019-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-03-31	$0
Contract administrator fees	2019-03-31	$0
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	2019-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-03-31	$550,274
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-03-31	$920,234
Liabilities. Value of benefit claims payable at end of year	2019-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-03-31	$0
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Aggregate proceeds on sale of assets	2019-03-31	$11,489,839
Aggregate carrying amount (costs) on sale of assets	2019-03-31	$11,551,201
Liabilities. Value of acquisition indebtedness at end of year	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2019-03-31	550486667
2018 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$95,386
Total unrealized appreciation/depreciation of assets	2018-03-31	$95,386
Total transfer of assets to this plan	2018-03-31	$775,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$4,235
Expenses. Interest paid	2018-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$9,125,341
Total loss/gain on sale of assets	2018-03-31	$-987
Total of all expenses incurred	2018-03-31	$1,839,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$1,694,367
Expenses. Certain deemed distributions of participant loans	2018-03-31	$0
Value of total corrective distributions	2018-03-31	$294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$4,341,199
Value of total assets at end of year	2018-03-31	$59,634,944
Value of total assets at beginning of year	2018-03-31	$51,578,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$144,742
Total income from rents	2018-03-31	$0
Total interest from all sources	2018-03-31	$77,354
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$2,004,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$2,003,182
Assets. Real estate other than employer real property at end of year	2018-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-03-31	$0
Administrative expenses professional fees incurred	2018-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-03-31	$0
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$2,537,591
Participant contributions at end of year	2018-03-31	$1,762,998
Participant contributions at beginning of year	2018-03-31	$1,555,447
Participant contributions at end of year	2018-03-31	$0
Participant contributions at beginning of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$66,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-03-31	$0
Assets. Loans (other than to participants) at end of year	2018-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-03-31	$4,235
Other income not declared elsewhere	2018-03-31	$0
Administrative expenses (other) incurred	2018-03-31	$144,742
Liabilities. Value of operating payables at end of year	2018-03-31	$0
Liabilities. Value of operating payables at beginning of year	2018-03-31	$0
Total non interest bearing cash at end of year	2018-03-31	$0
Total non interest bearing cash at beginning of year	2018-03-31	$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	2018-03-31	No
Income. Non cash contributions	2018-03-31	$0
Value of net income/loss	2018-03-31	$7,285,938
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$59,634,944
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$51,573,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Assets. partnership/joint venture interests at end of year	2018-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-03-31	$0
Investment advisory and management fees	2018-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$54,680,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$47,394,498
Value of interest in pooled separate accounts at end of year	2018-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$0
Interest on participant loans	2018-03-31	$73,817
Income. Interest from loans (other than to participants)	2018-03-31	$0
Interest earned on other investments	2018-03-31	$0
Income. Interest from US Government securities	2018-03-31	$0
Income. Interest from corporate debt instruments	2018-03-31	$0
Value of interest in master investment trust accounts at end of year	2018-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-03-31	$0
Value of interest in common/collective trusts at end of year	2018-03-31	$251,992
Value of interest in common/collective trusts at beginning of year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$281,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-03-31	$932,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-03-31	$932,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$3,537
Assets. Value of investments in 103.12 investment entities at end of year	2018-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-03-31	$0
Asset value of US Government securities at end of year	2018-03-31	$0
Asset value of US Government securities at beginning of year	2018-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$2,603,684
Net investment gain/loss from pooled separate accounts	2018-03-31	$0
Net investment gain or loss from common/collective trusts	2018-03-31	$4,102
Net gain/loss from 103.12 investment entities	2018-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Assets. Invements in employer securities at end of year	2018-03-31	$0
Assets. Invements in employer securities at beginning of year	2018-03-31	$0
Assets. Value of employer real property at end of year	2018-03-31	$0
Assets. Value of employer real property at beginning of year	2018-03-31	$0
Contributions received in cash from employer	2018-03-31	$1,737,194
Employer contributions (assets) at end of year	2018-03-31	$1,737,194
Employer contributions (assets) at beginning of year	2018-03-31	$1,433,772
Income. Dividends from preferred stock	2018-03-31	$0
Income. Dividends from common stock	2018-03-31	$1,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$1,694,367
Asset. Corporate debt instrument preferred debt at end of year	2018-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-03-31	$0
Contract administrator fees	2018-03-31	$0
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	2018-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-03-31	$920,234
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-03-31	$262,253
Liabilities. Value of benefit claims payable at end of year	2018-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-03-31	$0
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Aggregate proceeds on sale of assets	2018-03-31	$7,709,977
Aggregate carrying amount (costs) on sale of assets	2018-03-31	$7,710,964
Liabilities. Value of acquisition indebtedness at end of year	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2018-03-31	550486667
2017 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-03-31	$-14,779
Total unrealized appreciation/depreciation of assets	2017-03-31	$-14,779
Total transfer of assets to this plan	2017-03-31	$900,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$4,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Expenses. Interest paid	2017-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$12,645,869
Total loss/gain on sale of assets	2017-03-31	$33,428
Total of all expenses incurred	2017-03-31	$2,253,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$2,214,564
Expenses. Certain deemed distributions of participant loans	2017-03-31	$8,026
Value of total corrective distributions	2017-03-31	$4,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$8,143,972
Value of total assets at end of year	2017-03-31	$51,578,098
Value of total assets at beginning of year	2017-03-31	$40,280,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$26,302
Total income from rents	2017-03-31	$0
Total interest from all sources	2017-03-31	$70,277
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$1,792,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$1,791,949
Assets. Real estate other than employer real property at end of year	2017-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-03-31	$0
Administrative expenses professional fees incurred	2017-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-03-31	$0
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$1,999,353
Participant contributions at end of year	2017-03-31	$1,555,447
Participant contributions at beginning of year	2017-03-31	$1,526,267
Participant contributions at end of year	2017-03-31	$0
Participant contributions at beginning of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$4,710,847
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-31	$0
Assets. Loans (other than to participants) at end of year	2017-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-03-31	$4,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$0
Other income not declared elsewhere	2017-03-31	$0
Administrative expenses (other) incurred	2017-03-31	$26,302
Liabilities. Value of operating payables at end of year	2017-03-31	$0
Liabilities. Value of operating payables at beginning of year	2017-03-31	$0
Total non interest bearing cash at end of year	2017-03-31	$0
Total non interest bearing cash at beginning of year	2017-03-31	$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	2017-03-31	No
Income. Non cash contributions	2017-03-31	$0
Value of net income/loss	2017-03-31	$10,392,742
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$51,573,863
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$40,280,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Assets. partnership/joint venture interests at end of year	2017-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-03-31	$0
Investment advisory and management fees	2017-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$47,394,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$36,636,202
Value of interest in pooled separate accounts at end of year	2017-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$0
Interest on participant loans	2017-03-31	$69,295
Income. Interest from loans (other than to participants)	2017-03-31	$0
Interest earned on other investments	2017-03-31	$0
Income. Interest from US Government securities	2017-03-31	$0
Income. Interest from corporate debt instruments	2017-03-31	$0
Value of interest in master investment trust accounts at end of year	2017-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-03-31	$0
Value of interest in common/collective trusts at end of year	2017-03-31	$0
Value of interest in common/collective trusts at beginning of year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$932,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$547,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$547,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-03-31	$982
Assets. Value of investments in 103.12 investment entities at end of year	2017-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-03-31	$0
Asset value of US Government securities at end of year	2017-03-31	$0
Asset value of US Government securities at beginning of year	2017-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$2,619,990
Net investment gain/loss from pooled separate accounts	2017-03-31	$0
Net investment gain or loss from common/collective trusts	2017-03-31	$0
Net gain/loss from 103.12 investment entities	2017-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Assets. Invements in employer securities at end of year	2017-03-31	$0
Assets. Invements in employer securities at beginning of year	2017-03-31	$0
Assets. Value of employer real property at end of year	2017-03-31	$0
Assets. Value of employer real property at beginning of year	2017-03-31	$0
Contributions received in cash from employer	2017-03-31	$1,433,772
Employer contributions (assets) at end of year	2017-03-31	$1,433,772
Employer contributions (assets) at beginning of year	2017-03-31	$1,333,458
Income. Dividends from preferred stock	2017-03-31	$0
Income. Dividends from common stock	2017-03-31	$1,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$2,214,564
Asset. Corporate debt instrument preferred debt at end of year	2017-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-03-31	$0
Contract administrator fees	2017-03-31	$0
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	2017-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-03-31	$262,253
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-03-31	$236,917
Liabilities. Value of benefit claims payable at end of year	2017-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-03-31	$0
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Aggregate proceeds on sale of assets	2017-03-31	$3,193,584
Aggregate carrying amount (costs) on sale of assets	2017-03-31	$3,160,156
Liabilities. Value of acquisition indebtedness at end of year	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2017-03-31	550486667
2016 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-03-31	$-139,366
Total unrealized appreciation/depreciation of assets	2016-03-31	$-139,366
Total transfer of assets to this plan	2016-03-31	$42,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$13,494
Expenses. Interest paid	2016-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$2,744,282
Total loss/gain on sale of assets	2016-03-31	$50,439
Total of all expenses incurred	2016-03-31	$2,315,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$2,301,942
Expenses. Certain deemed distributions of participant loans	2016-03-31	$0
Value of total corrective distributions	2016-03-31	$570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$3,198,324
Value of total assets at end of year	2016-03-31	$40,280,172
Value of total assets at beginning of year	2016-03-31	$39,822,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$12,841
Total income from rents	2016-03-31	$0
Total interest from all sources	2016-03-31	$59,170
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$1,320,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-31	$1,317,871
Assets. Real estate other than employer real property at end of year	2016-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-03-31	$0
Administrative expenses professional fees incurred	2016-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-03-31	$0
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$1,825,154
Participant contributions at end of year	2016-03-31	$1,526,267
Participant contributions at beginning of year	2016-03-31	$1,356,571
Participant contributions at end of year	2016-03-31	$0
Participant contributions at beginning of year	2016-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$39,712
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-03-31	$0
Assets. Loans (other than to participants) at end of year	2016-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-03-31	$13,494
Other income not declared elsewhere	2016-03-31	$0
Administrative expenses (other) incurred	2016-03-31	$12,841
Liabilities. Value of operating payables at end of year	2016-03-31	$0
Liabilities. Value of operating payables at beginning of year	2016-03-31	$0
Total non interest bearing cash at end of year	2016-03-31	$0
Total non interest bearing cash at beginning of year	2016-03-31	$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	2016-03-31	No
Income. Non cash contributions	2016-03-31	$0
Value of net income/loss	2016-03-31	$428,929
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$40,280,172
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$39,808,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Assets. partnership/joint venture interests at end of year	2016-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-03-31	$0
Investment advisory and management fees	2016-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$36,636,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$36,003,381
Value of interest in pooled separate accounts at end of year	2016-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$0
Interest on participant loans	2016-03-31	$59,115
Income. Interest from loans (other than to participants)	2016-03-31	$0
Interest earned on other investments	2016-03-31	$0
Income. Interest from US Government securities	2016-03-31	$0
Income. Interest from corporate debt instruments	2016-03-31	$0
Value of interest in master investment trust accounts at end of year	2016-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-03-31	$0
Value of interest in common/collective trusts at end of year	2016-03-31	$0
Value of interest in common/collective trusts at beginning of year	2016-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-03-31	$547,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-03-31	$122,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-03-31	$122,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$55
Assets. Value of investments in 103.12 investment entities at end of year	2016-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-03-31	$0
Asset value of US Government securities at end of year	2016-03-31	$0
Asset value of US Government securities at beginning of year	2016-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-1,744,544
Net investment gain/loss from pooled separate accounts	2016-03-31	$0
Net investment gain or loss from common/collective trusts	2016-03-31	$0
Net gain/loss from 103.12 investment entities	2016-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Assets. Invements in employer securities at end of year	2016-03-31	$0
Assets. Invements in employer securities at beginning of year	2016-03-31	$0
Assets. Value of employer real property at end of year	2016-03-31	$0
Assets. Value of employer real property at beginning of year	2016-03-31	$0
Contributions received in cash from employer	2016-03-31	$1,333,458
Employer contributions (assets) at end of year	2016-03-31	$1,333,458
Employer contributions (assets) at beginning of year	2016-03-31	$1,686,272
Income. Dividends from preferred stock	2016-03-31	$0
Income. Dividends from common stock	2016-03-31	$2,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$2,301,942
Asset. Corporate debt instrument preferred debt at end of year	2016-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-03-31	$0
Contract administrator fees	2016-03-31	$0
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	2016-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-03-31	$236,917
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-03-31	$654,064
Liabilities. Value of benefit claims payable at end of year	2016-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-03-31	$0
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Aggregate proceeds on sale of assets	2016-03-31	$1,484,521
Aggregate carrying amount (costs) on sale of assets	2016-03-31	$1,434,082
Liabilities. Value of acquisition indebtedness at end of year	2016-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2016-03-31	550486667
2015 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-03-31	$-32,072
Total unrealized appreciation/depreciation of assets	2015-03-31	$-32,072
Total transfer of assets to this plan	2015-03-31	$267,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$13,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$8,138
Expenses. Interest paid	2015-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$5,285,715
Total loss/gain on sale of assets	2015-03-31	$15,463
Total of all expenses incurred	2015-03-31	$2,096,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$2,072,424
Expenses. Certain deemed distributions of participant loans	2015-03-31	$0
Value of total corrective distributions	2015-03-31	$13,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$3,550,096
Value of total assets at end of year	2015-03-31	$39,822,493
Value of total assets at beginning of year	2015-03-31	$36,360,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$10,638
Total income from rents	2015-03-31	$0
Total interest from all sources	2015-03-31	$52,446
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$1,117,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$1,116,081
Assets. Real estate other than employer real property at end of year	2015-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-03-31	$0
Administrative expenses professional fees incurred	2015-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-03-31	$0
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$1,860,788
Participant contributions at end of year	2015-03-31	$1,356,571
Participant contributions at beginning of year	2015-03-31	$1,177,012
Participant contributions at end of year	2015-03-31	$0
Participant contributions at beginning of year	2015-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$16,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-03-31	$0
Assets. Loans (other than to participants) at end of year	2015-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-03-31	$13,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-03-31	$8,138
Other income not declared elsewhere	2015-03-31	$0
Administrative expenses (other) incurred	2015-03-31	$10,638
Liabilities. Value of operating payables at end of year	2015-03-31	$0
Liabilities. Value of operating payables at beginning of year	2015-03-31	$0
Total non interest bearing cash at end of year	2015-03-31	$0
Total non interest bearing cash at beginning of year	2015-03-31	$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	2015-03-31	No
Income. Non cash contributions	2015-03-31	$0
Value of net income/loss	2015-03-31	$3,189,159
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$39,808,999
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$36,352,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Assets. partnership/joint venture interests at end of year	2015-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-03-31	$0
Investment advisory and management fees	2015-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$36,003,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$32,980,260
Value of interest in pooled separate accounts at end of year	2015-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-03-31	$0
Interest on participant loans	2015-03-31	$52,387
Income. Interest from loans (other than to participants)	2015-03-31	$0
Interest earned on other investments	2015-03-31	$0
Income. Interest from US Government securities	2015-03-31	$0
Income. Interest from corporate debt instruments	2015-03-31	$0
Value of interest in master investment trust accounts at end of year	2015-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-03-31	$0
Value of interest in common/collective trusts at end of year	2015-03-31	$0
Value of interest in common/collective trusts at beginning of year	2015-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-03-31	$122,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-03-31	$852,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-03-31	$852,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-03-31	$59
Assets. Value of investments in 103.12 investment entities at end of year	2015-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-03-31	$0
Asset value of US Government securities at end of year	2015-03-31	$0
Asset value of US Government securities at beginning of year	2015-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$582,221
Net investment gain/loss from pooled separate accounts	2015-03-31	$0
Net investment gain or loss from common/collective trusts	2015-03-31	$0
Net gain/loss from 103.12 investment entities	2015-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Assets. Invements in employer securities at end of year	2015-03-31	$0
Assets. Invements in employer securities at beginning of year	2015-03-31	$0
Assets. Value of employer real property at end of year	2015-03-31	$0
Assets. Value of employer real property at beginning of year	2015-03-31	$0
Contributions received in cash from employer	2015-03-31	$1,672,634
Employer contributions (assets) at end of year	2015-03-31	$1,686,272
Employer contributions (assets) at beginning of year	2015-03-31	$1,278,847
Income. Dividends from preferred stock	2015-03-31	$0
Income. Dividends from common stock	2015-03-31	$1,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$2,072,424
Asset. Corporate debt instrument preferred debt at end of year	2015-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-03-31	$0
Contract administrator fees	2015-03-31	$0
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	2015-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-03-31	$654,064
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-03-31	$71,969
Liabilities. Value of benefit claims payable at end of year	2015-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-03-31	$0
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Aggregate proceeds on sale of assets	2015-03-31	$1,974,895
Aggregate carrying amount (costs) on sale of assets	2015-03-31	$1,959,432
Liabilities. Value of acquisition indebtedness at end of year	2015-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2015-03-31	550486667
2014 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-03-31	$-9,360
Total unrealized appreciation/depreciation of assets	2014-03-31	$-9,360
Total transfer of assets to this plan	2014-03-31	$299,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$8,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Expenses. Interest paid	2014-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$5,822,777
Total loss/gain on sale of assets	2014-03-31	$75,653
Total of all expenses incurred	2014-03-31	$952,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$934,229
Expenses. Certain deemed distributions of participant loans	2014-03-31	$0
Value of total corrective distributions	2014-03-31	$8,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$2,977,102
Value of total assets at end of year	2014-03-31	$36,360,390
Value of total assets at beginning of year	2014-03-31	$31,182,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$10,020
Total income from rents	2014-03-31	$0
Total interest from all sources	2014-03-31	$43,629
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$742,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$741,419
Assets. Real estate other than employer real property at end of year	2014-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-03-31	$0
Administrative expenses professional fees incurred	2014-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-03-31	$0
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$1,698,255
Participant contributions at end of year	2014-03-31	$1,177,012
Participant contributions at beginning of year	2014-03-31	$919,173
Participant contributions at end of year	2014-03-31	$0
Participant contributions at beginning of year	2014-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$0
Assets. Loans (other than to participants) at end of year	2014-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-03-31	$8,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-03-31	$0
Other income not declared elsewhere	2014-03-31	$18,916
Administrative expenses (other) incurred	2014-03-31	$10,020
Liabilities. Value of operating payables at end of year	2014-03-31	$0
Liabilities. Value of operating payables at beginning of year	2014-03-31	$0
Total non interest bearing cash at end of year	2014-03-31	$0
Total non interest bearing cash at beginning of year	2014-03-31	$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	2014-03-31	No
Income. Non cash contributions	2014-03-31	$0
Value of net income/loss	2014-03-31	$4,870,390
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$36,352,252
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$31,182,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Assets. partnership/joint venture interests at end of year	2014-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-03-31	$0
Investment advisory and management fees	2014-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$32,980,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$28,425,149
Value of interest in pooled separate accounts at end of year	2014-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-03-31	$0
Interest on participant loans	2014-03-31	$43,429
Income. Interest from loans (other than to participants)	2014-03-31	$0
Interest earned on other investments	2014-03-31	$0
Income. Interest from US Government securities	2014-03-31	$0
Income. Interest from corporate debt instruments	2014-03-31	$0
Value of interest in master investment trust accounts at end of year	2014-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-03-31	$0
Value of interest in common/collective trusts at end of year	2014-03-31	$0
Value of interest in common/collective trusts at beginning of year	2014-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$852,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$414,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$414,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-03-31	$200
Assets. Value of investments in 103.12 investment entities at end of year	2014-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-03-31	$0
Asset value of US Government securities at end of year	2014-03-31	$0
Asset value of US Government securities at beginning of year	2014-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$1,973,908
Net investment gain/loss from pooled separate accounts	2014-03-31	$0
Net investment gain or loss from common/collective trusts	2014-03-31	$0
Net gain/loss from 103.12 investment entities	2014-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Assets. Invements in employer securities at end of year	2014-03-31	$0
Assets. Invements in employer securities at beginning of year	2014-03-31	$0
Assets. Value of employer real property at end of year	2014-03-31	$0
Assets. Value of employer real property at beginning of year	2014-03-31	$0
Contributions received in cash from employer	2014-03-31	$1,278,847
Employer contributions (assets) at end of year	2014-03-31	$1,278,847
Employer contributions (assets) at beginning of year	2014-03-31	$1,285,986
Income. Dividends from preferred stock	2014-03-31	$0
Income. Dividends from common stock	2014-03-31	$1,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$934,229
Asset. Corporate debt instrument preferred debt at end of year	2014-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-03-31	$0
Contract administrator fees	2014-03-31	$0
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	2014-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-03-31	$71,969
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-03-31	$137,297
Liabilities. Value of benefit claims payable at end of year	2014-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-03-31	$0
Did the plan have assets held for investment	2014-03-31	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	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Aggregate proceeds on sale of assets	2014-03-31	$1,123,688
Aggregate carrying amount (costs) on sale of assets	2014-03-31	$1,048,035
Liabilities. Value of acquisition indebtedness at end of year	2014-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	CARBIS WALKER, LLP
Accountancy firm EIN	2014-03-31	250988255
2013 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$-12,346
Total unrealized appreciation/depreciation of assets	2013-03-31	$-12,346
Total transfer of assets to this plan	2013-03-31	$657,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$17,973
Total income from all sources (including contributions)	2013-03-31	$4,801,764
Total loss/gain on sale of assets	2013-03-31	$-259,517
Total of all expenses incurred	2013-03-31	$1,032,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$1,005,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$2,911,080
Value of total assets at end of year	2013-03-31	$31,182,300
Value of total assets at beginning of year	2013-03-31	$26,773,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$26,889
Total interest from all sources	2013-03-31	$37,046
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$597,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$595,690
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$1,625,124
Participant contributions at end of year	2013-03-31	$919,173
Participant contributions at beginning of year	2013-03-31	$776,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-03-31	$17,973
Other income not declared elsewhere	2013-03-31	$9,994
Administrative expenses (other) incurred	2013-03-31	$26,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$3,769,605
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$31,182,300
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$26,755,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$28,425,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$24,737,942
Interest on participant loans	2013-03-31	$36,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$414,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$1,518,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$1,285,956
Employer contributions (assets) at end of year	2013-03-31	$1,285,986
Employer contributions (assets) at beginning of year	2013-03-31	$1,258,957
Income. Dividends from common stock	2013-03-31	$1,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$1,005,270
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	2013-03-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-03-31	$137,297
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-03-31	$0
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Aggregate proceeds on sale of assets	2013-03-31	$24,555,659
Aggregate carrying amount (costs) on sale of assets	2013-03-31	$24,815,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	CARBIS WALKER, LLP
Accountancy firm EIN	2013-03-31	250988255
2012 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$17,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$550
Total income from all sources (including contributions)	2012-03-31	$3,289,107
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$690,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$672,753
Value of total corrective distributions	2012-03-31	$17,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$2,765,195
Value of total assets at end of year	2012-03-31	$26,773,383
Value of total assets at beginning of year	2012-03-31	$24,157,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$0
Total interest from all sources	2012-03-31	$33,250
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$1,506,238
Participant contributions at end of year	2012-03-31	$776,484
Participant contributions at beginning of year	2012-03-31	$671,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-03-31	$17,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-03-31	$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$2,598,381
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$26,755,410
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$24,157,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$24,737,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$22,368,999
Interest on participant loans	2012-03-31	$33,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$490,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$1,258,957
Employer contributions (assets) at end of year	2012-03-31	$1,258,957
Employer contributions (assets) at beginning of year	2012-03-31	$1,117,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$672,753
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	2012-03-31	Yes
Did the plan have assets held for investment	2012-03-31	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	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	No
Opinion of an independent qualified public accountant for this plan	2012-03-31	Unqualified
Accountancy firm name	2012-03-31	CARBIS WALKER, LLP
Accountancy firm EIN	2012-03-31	250988255
2011 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$5,239,088
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$769,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$711,858
Expenses. Certain deemed distributions of participant loans	2011-03-31	$56,712
Value of total corrective distributions	2011-03-31	$550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$2,591,878
Value of total assets at end of year	2011-03-31	$24,157,579
Value of total assets at beginning of year	2011-03-31	$19,687,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$0
Total interest from all sources	2011-03-31	$33,666
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$1,474,370
Participant contributions at end of year	2011-03-31	$671,072
Participant contributions at beginning of year	2011-03-31	$581,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-03-31	$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$4,469,968
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$24,157,029
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$19,687,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$22,368,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$18,210,517
Interest on participant loans	2011-03-31	$33,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$2,613,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$1,117,508
Employer contributions (assets) at end of year	2011-03-31	$1,117,508
Employer contributions (assets) at beginning of year	2011-03-31	$894,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$711,858
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	No
Opinion of an independent qualified public accountant for this plan	2011-03-31	Unqualified
Accountancy firm name	2011-03-31	CARBIS WALKER, LLP
Accountancy firm EIN	2011-03-31	250988255
2010 : PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

2022: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	This submission is the final filing	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PENN UNITED TECHNOLOGIES, INC.
Employer identification number (EIN):	251215115
NAIC Classification:	332110