AUTOMATIC HANDLING INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $2,274,909 |
| Total of all expenses incurred | 2023-12-31 | $762,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $754,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $815,263 |
| Value of total assets at end of year | 2023-12-31 | $10,550,577 |
| Value of total assets at beginning of year | 2023-12-31 | $9,037,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $7,438 |
| Total interest from all sources | 2023-12-31 | $8,562 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $598,795 |
| Participant contributions at end of year | 2023-12-31 | $124,223 |
| Participant contributions at beginning of year | 2023-12-31 | $144,657 |
| Administrative expenses (other) incurred | 2023-12-31 | $7,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,512,775 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $10,550,577 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,037,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $10,149,409 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $8,655,385 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $8,562 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $276,945 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $237,760 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,451,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $216,468 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $754,696 |
| Contract administrator fees | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,274,909 |
| Total of all expenses incurred | 2023-01-01 | $762,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $754,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $815,263 |
| Value of total assets at end of year | 2023-01-01 | $10,550,577 |
| Value of total assets at beginning of year | 2023-01-01 | $9,037,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $7,438 |
| Total interest from all sources | 2023-01-01 | $8,562 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $598,795 |
| Participant contributions at end of year | 2023-01-01 | $124,223 |
| Participant contributions at beginning of year | 2023-01-01 | $144,657 |
| Administrative expenses (other) incurred | 2023-01-01 | $7,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,512,775 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $10,550,577 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,037,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $10,149,409 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $8,655,385 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $8,562 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $276,945 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $237,760 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,451,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $216,468 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $754,696 |
| Contract administrator fees | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-1,143,300 |
| Total of all expenses incurred | 2022-12-31 | $479,100 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $472,998 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $749,388 |
| Value of total assets at end of year | 2022-12-31 | $9,037,802 |
| Value of total assets at beginning of year | 2022-12-31 | $10,660,202 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,102 |
| Total interest from all sources | 2022-12-31 | $7,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $6,102 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $549,736 |
| Participant contributions at end of year | 2022-12-31 | $144,657 |
| Participant contributions at beginning of year | 2022-12-31 | $175,915 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,622,400 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,037,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,660,202 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,655,385 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $10,322,964 |
| Interest on participant loans | 2022-12-31 | $7,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $237,760 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $161,323 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,900,289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $199,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $472,998 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,143,300 |
| Total of all expenses incurred | 2022-01-01 | $479,100 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $472,998 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $749,388 |
| Value of total assets at end of year | 2022-01-01 | $9,037,802 |
| Value of total assets at beginning of year | 2022-01-01 | $10,660,202 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $6,102 |
| Total interest from all sources | 2022-01-01 | $7,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $6,102 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $549,736 |
| Participant contributions at end of year | 2022-01-01 | $144,657 |
| Participant contributions at beginning of year | 2022-01-01 | $175,915 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,622,400 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,037,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $10,660,202 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $8,655,385 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $10,322,964 |
| Interest on participant loans | 2022-01-01 | $7,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $237,760 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $161,323 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,900,289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $199,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $472,998 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,922,099 |
| Total of all expenses incurred | 2021-12-31 | $568,963 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $556,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $779,741 |
| Value of total assets at end of year | 2021-12-31 | $10,660,202 |
| Value of total assets at beginning of year | 2021-12-31 | $9,307,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,333 |
| Total interest from all sources | 2021-12-31 | $8,151 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $12,333 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $563,170 |
| Participant contributions at end of year | 2021-12-31 | $175,915 |
| Participant contributions at beginning of year | 2021-12-31 | $159,711 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,353,136 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,660,202 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,307,066 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $10,322,964 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $9,005,520 |
| Interest on participant loans | 2021-12-31 | $8,151 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $161,323 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $141,835 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,134,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $216,571 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $556,630 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GILMORE, JASION & MAHLER LTD. |
| Accountancy firm EIN | 2021-12-31 | 341827159 |
| 2020 : AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,897,955 |
| Total of all expenses incurred | 2020-12-31 | $353,734 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $347,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $728,120 |
| Value of total assets at end of year | 2020-12-31 | $9,307,066 |
| Value of total assets at beginning of year | 2020-12-31 | $7,762,845 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,918 |
| Total interest from all sources | 2020-12-31 | $10,038 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $5,918 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $514,346 |
| Participant contributions at end of year | 2020-12-31 | $159,711 |
| Participant contributions at beginning of year | 2020-12-31 | $197,643 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,544,221 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,307,066 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,762,845 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $9,005,520 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $7,535,255 |
| Interest on participant loans | 2020-12-31 | $10,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $141,835 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $29,947 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,159,797 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $213,774 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $347,816 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | GILMORE, JASION & MAHLER LTD. |
| Accountancy firm EIN | 2020-12-31 | 341827159 |
