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LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 401k Plan overview

Plan NameLAKEVIEW FORGE COMPANY SALARIED PENSION PLAN
Plan identification number 002

LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.

401k Sponsoring company profile

LAKEVIEW FORGE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LAKEVIEW FORGE COMPANY
Employer identification number (EIN):251219709
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-12-01TOM RYS
0022014-12-01TOM RYS
0022013-12-01TOM RYS
0022012-12-01TOM RYS
0022011-12-01TIMOTHY MCGAHEN
0022010-12-01TIMOTHY MCGAHEN
0022009-12-01MATTHEW BACON
0022008-12-01

Plan Statistics for LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN

401k plan membership statisitcs for LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN

Measure Date Value
2015: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0155
Total number of active participants reported on line 7a of the Form 55002015-12-010
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-0155
Total number of active participants reported on line 7a of the Form 55002014-12-0111
Number of retired or separated participants receiving benefits2014-12-0124
Number of other retired or separated participants entitled to future benefits2014-12-014
Total of all active and inactive participants2014-12-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-0116
Total participants2014-12-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-0157
Total number of active participants reported on line 7a of the Form 55002013-12-0111
Number of retired or separated participants receiving benefits2013-12-0127
Number of other retired or separated participants entitled to future benefits2013-12-014
Total of all active and inactive participants2013-12-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-0113
Total participants2013-12-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-012
2012: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-0157
Total number of active participants reported on line 7a of the Form 55002012-12-0112
Number of retired or separated participants receiving benefits2012-12-0128
Number of other retired or separated participants entitled to future benefits2012-12-014
Total of all active and inactive participants2012-12-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0113
Total participants2012-12-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-0157
Total number of active participants reported on line 7a of the Form 55002011-12-0112
Number of retired or separated participants receiving benefits2011-12-0128
Number of other retired or separated participants entitled to future benefits2011-12-014
Total of all active and inactive participants2011-12-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-0113
Total participants2011-12-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-0155
Total number of active participants reported on line 7a of the Form 55002010-12-0112
Number of retired or separated participants receiving benefits2010-12-0130
Number of other retired or separated participants entitled to future benefits2010-12-014
Total of all active and inactive participants2010-12-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-0111
Total participants2010-12-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-0162
Total number of active participants reported on line 7a of the Form 55002009-12-018
Number of retired or separated participants receiving benefits2009-12-0132
Number of other retired or separated participants entitled to future benefits2009-12-015
Total of all active and inactive participants2009-12-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-0110
Total participants2009-12-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-011

Financial Data on LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN

Measure Date Value
2016 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$-1,117,724
Expenses. Total of all expenses incurred2016-11-30$3,105,205
Benefits paid (including direct rollovers)2016-11-30$1,928,099
Total plan assets at end of year2016-11-30$0
Total plan assets at beginning of year2016-11-30$4,222,929
Value of fidelity bond covering the plan2016-11-30$450,000
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$1,046,864
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$-1,117,724
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$-4,222,929
Net plan assets at end of year (total assets less liabilities)2016-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$4,222,929
Total contributions received or receivable from employer(s)2016-11-30$0
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$130,242
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$-28,029
Expenses. Total of all expenses incurred2015-11-30$668,068
Benefits paid (including direct rollovers)2015-11-30$647,213
Total plan assets at end of year2015-11-30$4,222,929
Total plan assets at beginning of year2015-11-30$4,919,026
Value of fidelity bond covering the plan2015-11-30$450,000
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$20,855
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$-28,029
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-696,097
Net plan assets at end of year (total assets less liabilities)2015-11-30$4,222,929
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$4,919,026
Total contributions received or receivable from employer(s)2015-11-30$0
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$292,280
Expenses. Total of all expenses incurred2014-11-30$133,203
Benefits paid (including direct rollovers)2014-11-30$107,815
Total plan assets at end of year2014-11-30$4,919,026
Total plan assets at beginning of year2014-11-30$4,759,949
Value of fidelity bond covering the plan2014-11-30$85,000
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$292,280
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$159,077
Net plan assets at end of year (total assets less liabilities)2014-11-30$4,919,026
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$4,759,949
Total contributions received or receivable from employer(s)2014-11-30$0
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$25,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$830,205
Expenses. Total of all expenses incurred2013-11-30$144,475
Benefits paid (including direct rollovers)2013-11-30$118,535
Total plan assets at end of year2013-11-30$4,759,949
Total plan assets at beginning of year2013-11-30$4,074,219
Value of fidelity bond covering the plan2013-11-30$85,000
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$830,205
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$685,730
Net plan assets at end of year (total assets less liabilities)2013-11-30$4,759,949
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$4,074,219
Total contributions received or receivable from employer(s)2013-11-30$0
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$25,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$384,254
Expenses. Total of all expenses incurred2012-11-30$443,389
Benefits paid (including direct rollovers)2012-11-30$391,768
Total plan assets at end of year2012-11-30$4,074,219
Total plan assets at beginning of year2012-11-30$4,133,354
Value of fidelity bond covering the plan2012-11-30$85,000
Total contributions received or receivable from participants2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$384,254
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$-59,135
Net plan assets at end of year (total assets less liabilities)2012-11-30$4,074,219
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$4,133,354
Total contributions received or receivable from employer(s)2012-11-30$0
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$51,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$198,781
Expenses. Total of all expenses incurred2011-11-30$186,638
Benefits paid (including direct rollovers)2011-11-30$160,886
Total plan assets at end of year2011-11-30$4,133,354
Total plan assets at beginning of year2011-11-30$4,121,211
Value of fidelity bond covering the plan2011-11-30$85,000
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$5,775
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$198,781
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$12,143
Net plan assets at end of year (total assets less liabilities)2011-11-30$4,133,354
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$4,121,211
Total contributions received or receivable from employer(s)2011-11-30$0
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$19,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN

2015: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingYes
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: LAKEVIEW FORGE COMPANY SALARIED PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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