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Plan Name | BACHARACH, INC. AND LOCAL 630 PENSION PLAN |
Plan identification number | 018 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | BACHARACH, INC. |
Employer identification number (EIN): | 260792273 |
NAIC Classification: | 334500 |
Additional information about BACHARACH, INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2007-09-13 |
Company Identification Number: | 84110 |
Legal Registered Office Address: |
100 NORTH MAIN STREET SUITE 2 BARRE United States of America (USA) 05641 |
More information about BACHARACH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
018 | 2021-01-01 | ||||
018 | 2020-01-01 | ||||
018 | 2019-01-01 | ||||
018 | 2018-01-01 | ||||
018 | 2017-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2018-10-02 | |
018 | 2016-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2017-09-22 | |
018 | 2015-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2016-10-11 | |
018 | 2014-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2015-10-13 | |
018 | 2013-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2014-10-10 | |
018 | 2012-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2013-12-12 | |
018 | 2011-01-01 | BRIAN ROBBINS | BRIAN ROBBINS | 2012-10-12 | |
018 | 2010-01-01 | BRIAN ROBBINS | |||
018 | 2009-01-01 | BRIAN ROBBINS |
Measure | Date | Value |
---|---|---|
2021: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 10,648,277 |
Acturial value of plan assets | 2021-12-31 | 9,595,928 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 7,118,528 |
Number of terminated vested participants | 2021-12-31 | 32 |
Fundng target for terminated vested participants | 2021-12-31 | 819,809 |
Active participant vested funding target | 2021-12-31 | 1,396,905 |
Number of active participants | 2021-12-31 | 14 |
Total funding liabilities for active participants | 2021-12-31 | 1,418,951 |
Total participant count | 2021-12-31 | 166 |
Total funding target for all participants | 2021-12-31 | 9,357,288 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 41,883 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 44,237 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 84,417 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 9,654,743 |
Acturial value of plan assets | 2020-12-31 | 9,134,122 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 7,005,850 |
Number of terminated vested participants | 2020-12-31 | 36 |
Fundng target for terminated vested participants | 2020-12-31 | 976,276 |
Active participant vested funding target | 2020-12-31 | 1,327,930 |
Number of active participants | 2020-12-31 | 15 |
Total funding liabilities for active participants | 2020-12-31 | 1,354,194 |
Total participant count | 2020-12-31 | 168 |
Total funding target for all participants | 2020-12-31 | 9,336,320 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 173 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 182 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 258,419 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 246,885 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 186,018 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 202,198 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 205,002 |
Additional cash requirement | 2020-12-31 | 205,002 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 246,885 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 35 |
Total of all active and inactive participants | 2020-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 18 |
Total participants | 2020-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 8,317,637 |
Acturial value of plan assets | 2019-12-31 | 8,765,169 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 7,219,543 |
Number of terminated vested participants | 2019-12-31 | 40 |
Fundng target for terminated vested participants | 2019-12-31 | 1,041,563 |
Active participant vested funding target | 2019-12-31 | 1,375,795 |
Number of active participants | 2019-12-31 | 16 |
Total funding liabilities for active participants | 2019-12-31 | 1,405,093 |
Total participant count | 2019-12-31 | 170 |
Total funding target for all participants | 2019-12-31 | 9,666,199 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 6 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 6 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 327,984 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 299,979 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 153,400 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 901,030 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 299,806 |
Additional cash requirement | 2019-12-31 | 299,806 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 299,979 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 94 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 40 |
Total of all active and inactive participants | 2019-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 19 |
Total participants | 2019-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 9,624,820 |
Acturial value of plan assets | 2018-12-31 | 9,624,820 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 6,918,673 |
Number of terminated vested participants | 2018-12-31 | 42 |
Fundng target for terminated vested participants | 2018-12-31 | 1,041,829 |
Active participant vested funding target | 2018-12-31 | 1,628,863 |
Number of active participants | 2018-12-31 | 19 |
Total funding liabilities for active participants | 2018-12-31 | 1,664,155 |
Total participant count | 2018-12-31 | 172 |
Total funding target for all participants | 2018-12-31 | 9,624,657 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 21 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 22 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 86,702 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 83,061 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 83,218 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 83,055 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 83,055 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 83,061 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 43 |
Total of all active and inactive participants | 2018-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 15 |
Total participants | 2018-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 8,514,851 |
Acturial value of plan assets | 2017-12-31 | 8,514,851 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 6,228,053 |
Number of terminated vested participants | 2017-12-31 | 45 |
Fundng target for terminated vested participants | 2017-12-31 | 1,073,718 |
Active participant vested funding target | 2017-12-31 | 2,155,800 |
Number of active participants | 2017-12-31 | 23 |
Total funding liabilities for active participants | 2017-12-31 | 2,194,235 |
Total participant count | 2017-12-31 | 178 |
Total funding target for all participants | 2017-12-31 | 9,496,006 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 337 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 357 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 286,346 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 273,366 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 95,193 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 981,155 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 273,345 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 273,345 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 273,366 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 8,570,237 |
Acturial value of plan assets | 2016-12-31 | 8,570,237 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 6,037,104 |
Number of terminated vested participants | 2016-12-31 | 48 |
Fundng target for terminated vested participants | 2016-12-31 | 878,529 |
Active participant vested funding target | 2016-12-31 | 2,369,343 |
Number of active participants | 2016-12-31 | 28 |
Total funding liabilities for active participants | 2016-12-31 | 2,531,193 |
Total participant count | 2016-12-31 | 186 |
Total funding target for all participants | 2016-12-31 | 9,446,826 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 124 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 132 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 260,740 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 236,533 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 91,363 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 876,589 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 236,196 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 236,196 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 236,533 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 49 |
Total of all active and inactive participants | 2016-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 16 |
Total participants | 2016-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 53 |
Total of all active and inactive participants | 2015-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 16 |
Total participants | 2015-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 53 |
Total of all active and inactive participants | 2014-01-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 16 |
Total participants | 2014-01-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 17 |
Total participants | 2013-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 80 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 55 |
Total of all active and inactive participants | 2012-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 14 |
Total participants | 2012-01-01 | 196 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 56 |
Total of all active and inactive participants | 2011-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 59 |
Total of all active and inactive participants | 2010-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 201 |
2009: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 59 |
Total of all active and inactive participants | 2009-01-01 | 204 |
Total participants | 2009-01-01 | 204 |
Measure | Date | Value |
---|---|---|
2021 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2021 401k financial data | ||
Total transfer of assets from this plan | 2021-12-31 | $11,323,064 |
Total income from all sources (including contributions) | 2021-12-31 | $1,537,018 |
Total of all expenses incurred | 2021-12-31 | $862,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $729,598 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $10,648,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $132,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $723,076 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $723,076 |
Administrative expenses professional fees incurred | 2021-12-31 | $39,502 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $49,558 |
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 | $674,672 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,648,392 |
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 |
Investment advisory and management fees | 2021-12-31 | $43,688 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,584,373 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $813,942 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $64,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $729,598 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2021-12-31 | 251408703 |
2020 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $1,759,038 |
Total of all expenses incurred | 2020-12-31 | $777,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $721,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $258,419 |
Value of total assets at end of year | 2020-12-31 | $10,648,392 |
Value of total assets at beginning of year | 2020-12-31 | $9,666,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $507,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $507,189 |
Administrative expenses professional fees incurred | 2020-12-31 | $21,245 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
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 | $981,691 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,648,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,666,701 |
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 |
Investment advisory and management fees | 2020-12-31 | $34,963 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,584,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,338,717 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $993,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 | $258,419 |
Employer contributions (assets) at end of year | 2020-12-31 | $64,019 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $327,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $721,139 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2020-12-31 | 251408703 |
2019 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $2,213,942 |
Total of all expenses incurred | 2019-12-31 | $865,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $704,225 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $327,984 |
Value of total assets at end of year | 2019-12-31 | $9,666,701 |
Value of total assets at beginning of year | 2019-12-31 | $8,318,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $161,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $567,244 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $567,244 |
Administrative expenses professional fees incurred | 2019-12-31 | $19,894 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $105,570 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,348,589 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,666,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,318,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $35,664 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,338,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,287,474 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,318,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $327,984 |
Employer contributions (assets) at end of year | 2019-12-31 | $327,984 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $30,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $704,225 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2019-12-31 | 251408703 |
2018 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-469,573 |
Total of all expenses incurred | 2018-12-31 | $839,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $702,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $86,702 |
Value of total assets at end of year | 2018-12-31 | $8,318,112 |
Value of total assets at beginning of year | 2018-12-31 | $9,626,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $136,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $990,363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $990,363 |
Administrative expenses professional fees incurred | 2018-12-31 | $16,977 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $81,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,308,732 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,318,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,626,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $38,003 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,287,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,517,645 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,546,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $86,702 |
Employer contributions (assets) at end of year | 2018-12-31 | $30,638 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $109,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $702,557 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2018-12-31 | 251408703 |
2017 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $1,848,773 |
Total of all expenses incurred | 2017-12-31 | $747,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $688,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $286,346 |
Value of total assets at end of year | 2017-12-31 | $9,626,844 |
Value of total assets at beginning of year | 2017-12-31 | $8,525,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $58,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $894,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $894,565 |
Administrative expenses professional fees incurred | 2017-12-31 | $23,357 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $55,507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,101,574 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,626,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,525,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $34,948 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,517,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,209,023 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $667,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $286,346 |
Employer contributions (assets) at end of year | 2017-12-31 | $109,199 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $260,740 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $688,894 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2017-12-31 | 251408703 |
2016 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2016 401k financial data | ||
Total transfer of assets from this plan | 2016-12-31 | $9,466 |
Total income from all sources (including contributions) | 2016-12-31 | $665,785 |
Total of all expenses incurred | 2016-12-31 | $850,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $808,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $260,740 |
Value of total assets at end of year | 2016-12-31 | $8,525,270 |
Value of total assets at beginning of year | 2016-12-31 | $8,719,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $42,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $585,092 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $585,092 |
Administrative expenses professional fees incurred | 2016-12-31 | $8,061 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Total non interest bearing cash at end of year | 2016-12-31 | $55,507 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $51,988 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-185,038 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,525,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,719,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $33,946 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,209,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,618,562 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-180,047 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $260,740 |
Employer contributions (assets) at end of year | 2016-12-31 | $260,740 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $49,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $808,816 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2016-12-31 | 251408703 |
2015 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2015 401k financial data | ||
Total transfer of assets to this plan | 2015-12-31 | $9,467 |
Total income from all sources (including contributions) | 2015-12-31 | $14,572 |
Total of all expenses incurred | 2015-12-31 | $697,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $635,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $49,224 |
Value of total assets at end of year | 2015-12-31 | $8,719,774 |
Value of total assets at beginning of year | 2015-12-31 | $9,393,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $61,882 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $838,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $838,690 |
Administrative expenses professional fees incurred | 2015-12-31 | $25,108 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Total non interest bearing cash at end of year | 2015-12-31 | $51,988 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-682,828 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,719,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,393,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $36,774 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,618,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,393,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-873,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $49,224 |
Employer contributions (assets) at end of year | 2015-12-31 | $49,224 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $635,518 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $378,411 |
Total of all expenses incurred | 2014-12-31 | $607,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $516,198 |
Value of total assets at end of year | 2014-12-31 | $9,393,135 |
Value of total assets at beginning of year | 2014-12-31 | $9,622,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $91,556 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $585,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $585,474 |
Administrative expenses professional fees incurred | 2014-12-31 | $22,984 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $30,694 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $41,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-229,343 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,393,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,622,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $37,878 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,393,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,385,689 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-207,063 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $194,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $516,198 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $2,005,592 |
Total of all expenses incurred | 2013-12-31 | $557,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $470,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $422,545 |
Value of total assets at end of year | 2013-12-31 | $9,623,728 |
Value of total assets at beginning of year | 2013-12-31 | $8,175,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $86,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $324,726 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $324,726 |
Administrative expenses professional fees incurred | 2013-12-31 | $26,031 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $26,834 |
Total non interest bearing cash at end of year | 2013-12-31 | $41,955 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,448,218 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,623,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,175,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $33,983 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,385,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,061,785 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,258,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $422,545 |
Employer contributions (assets) at end of year | 2013-12-31 | $196,084 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $113,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $470,526 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2013-12-31 | 251408703 |
2012 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,316,264 |
Total of all expenses incurred | 2012-12-31 | $520,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $449,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $317,053 |
Value of total assets at end of year | 2012-12-31 | $8,175,510 |
Value of total assets at beginning of year | 2012-12-31 | $7,379,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $71,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $209,883 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $209,883 |
Administrative expenses professional fees incurred | 2012-12-31 | $15,378 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $24,810 |
Total non interest bearing cash at end of year | 2012-12-31 | $489 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $795,607 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,175,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,379,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $30,897 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,061,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,235,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $789,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $317,053 |
Employer contributions (assets) at end of year | 2012-12-31 | $113,236 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $144,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $449,572 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2012-12-31 | 251408703 |
2011 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $204,702 |
Total of all expenses incurred | 2011-12-31 | $484,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $402,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $408,234 |
Value of total assets at end of year | 2011-12-31 | $7,379,903 |
Value of total assets at beginning of year | 2011-12-31 | $7,659,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $81,999 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $213,656 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $213,656 |
Administrative expenses professional fees incurred | 2011-12-31 | $23,974 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $20,447 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-279,597 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,379,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,659,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $37,578 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,235,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,522,092 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-417,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $408,234 |
Employer contributions (assets) at end of year | 2011-12-31 | $144,817 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $137,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $402,300 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2011-12-31 | 251408703 |
2010 : BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $794,699 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $794,699 |
Total income from all sources (including contributions) | 2010-12-31 | $1,338,985 |
Total of all expenses incurred | 2010-12-31 | $454,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $380,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $383,414 |
Value of total assets at end of year | 2010-12-31 | $7,659,500 |
Value of total assets at beginning of year | 2010-12-31 | $6,775,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $74,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $160,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $160,872 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $884,071 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,659,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,775,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $74,763 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,522,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,641,583 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $133,846 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $133,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $383,414 |
Employer contributions (assets) at end of year | 2010-12-31 | $137,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $380,151 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2010-12-31 | 251724342 |
2021: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BACHARACH, INC. AND LOCAL 630 PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |