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UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameUNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number 001

UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:UNITED MACHINING, INC.
Employer identification number (EIN):261595414
NAIC Classification:331200

Additional information about UNITED MACHINING, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-01-30
Company Identification Number: 1418412
Legal Registered Office Address: 691 WALT WHITMAN RD.
Suffolk
MELVILLE
United States of America (USA)
11747

More information about UNITED MACHINING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01SEFEEN SEHA2021-09-14
0012019-01-01SEFEEN SEHA2020-09-24
0012018-01-01JAMES LETOURNEAU2019-09-23
0012017-01-01
0012016-01-01
0012015-01-01ROB AMON
0012014-01-01MARK BIERI MARK BIERI2015-07-30
0012013-01-01MARK BIERI MARK BIERI2014-07-18
0012012-01-01DIANA CRUZ DIANA CRUZ2013-10-11
0012011-01-01DIANA CRUZ2013-10-11 DIANA CRUZ2013-10-11
0012010-01-01DIANA CRUZ2013-10-11 DIANA CRUZ2013-10-11
0012008-01-01DIANA CRUZ

Plan Statistics for UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01125
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01124
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01189
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01219
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01281
Total number of active participants reported on line 7a of the Form 55002017-01-01170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01219
Number of participants with account balances2017-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01237
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01275
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01205
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0168
2012: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01191
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2008: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0179
Total number of active participants reported on line 7a of the Form 55002008-01-0177
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-0179
Number of participants with account balances2008-01-0129

Financial Data on UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-30,922
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$309,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$279,157
Expenses. Certain deemed distributions of participant loans2022-12-31$1,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$498,558
Value of total assets at end of year2022-12-31$3,135,015
Value of total assets at beginning of year2022-12-31$3,475,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,906
Total interest from all sources2022-12-31$2,283
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$178,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$178,913
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$348,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$285,182
Participant contributions at end of year2022-12-31$42,226
Participant contributions at beginning of year2022-12-31$50,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-340,190
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,135,015
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,475,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,641,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,045,064
Interest on participant loans2022-12-31$2,283
Value of interest in common/collective trusts at end of year2022-12-31$451,548
Value of interest in common/collective trusts at beginning of year2022-12-31$379,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-666,036
Net investment gain or loss from common/collective trusts2022-12-31$-44,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$213,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$279,157
Contract administrator fees2022-12-31$13,195
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JANZ & KNIGHT PLC
Accountancy firm EIN2022-12-31381458667
2021 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$781,281
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,116,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,087,632
Expenses. Certain deemed distributions of participant loans2021-12-31$2,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$479,499
Value of total assets at end of year2021-12-31$3,475,205
Value of total assets at beginning of year2021-12-31$3,810,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,936
Total interest from all sources2021-12-31$4,040
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$270,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$270,325
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$381,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$284,569
Participant contributions at end of year2021-12-31$50,309
Participant contributions at beginning of year2021-12-31$92,633
Participant contributions at beginning of year2021-12-31$6,702
Assets. Loans (other than to participants) at beginning of year2021-12-31$92,633
Other income not declared elsewhere2021-12-31$15,854
Administrative expenses (other) incurred2021-12-31$26,936
Total non interest bearing cash at beginning of year2021-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-335,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,475,205
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,810,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,045,064
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,706,376
Interest on participant loans2021-12-31$4,040
Value of interest in common/collective trusts at end of year2021-12-31$379,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,119
Net investment gain/loss from pooled separate accounts2021-12-31$-22,311
Net investment gain or loss from common/collective trusts2021-12-31$7,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$194,930
Employer contributions (assets) at beginning of year2021-12-31$4,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,087,632
Contract administrator fees2021-12-31$11,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JANZ & KNIGHT PLC
Accountancy firm EIN2021-12-31381458667
2020 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$971,147
Total of all expenses incurred2020-12-31$1,976,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,945,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$476,550
Value of total assets at end of year2020-12-31$3,810,527
Value of total assets at beginning of year2020-12-31$4,816,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,673
Total interest from all sources2020-12-31$7,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$481,630
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$274,460
Participant contributions at end of year2020-12-31$6,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,908
Assets. Loans (other than to participants) at end of year2020-12-31$92,633
Assets. Loans (other than to participants) at beginning of year2020-12-31$154,683
Other income not declared elsewhere2020-12-31$4,017
Administrative expenses (other) incurred2020-12-31$9,387
Total non interest bearing cash at end of year2020-12-31$28
Total non interest bearing cash at beginning of year2020-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,005,773
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,810,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,816,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,027
Value of interest in pooled separate accounts at end of year2020-12-31$3,706,376
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,661,589
Interest on participant loans2020-12-31$7,411
Net investment gain/loss from pooled separate accounts2020-12-31$483,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$199,182
Employer contributions (assets) at end of year2020-12-31$4,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,945,247
Contract administrator fees2020-12-31$2,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2020-12-31381458667
2019 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,362,040
Total of all expenses incurred2019-12-31$757,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$730,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$640,530
Value of total assets at end of year2019-12-31$4,816,300
Value of total assets at beginning of year2019-12-31$4,211,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,235
Total interest from all sources2019-12-31$8,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$421,181
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$349,921
Participant contributions at end of year2019-12-31$154,683
Participant contributions at beginning of year2019-12-31$169,592
Other income not declared elsewhere2019-12-31$4,240
Administrative expenses (other) incurred2019-12-31$3,965
Total non interest bearing cash at end of year2019-12-31$28
Total non interest bearing cash at beginning of year2019-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$604,492
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,816,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,211,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,178
Value of interest in pooled separate accounts at end of year2019-12-31$4,661,589
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,042,188
Interest on participant loans2019-12-31$8,702
Net investment gain/loss from pooled separate accounts2019-12-31$708,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$290,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$730,313
Contract administrator fees2019-12-31$2,092
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2019-12-31381458667
2018 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$491,906
Total of all expenses incurred2018-12-31$343,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$313,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$698,188
Value of total assets at end of year2018-12-31$4,211,808
Value of total assets at beginning of year2018-12-31$4,063,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,672
Total interest from all sources2018-12-31$6,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$406,316
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$381,148
Participant contributions at end of year2018-12-31$169,592
Participant contributions at beginning of year2018-12-31$109,069
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$184
Other income not declared elsewhere2018-12-31$4,158
Administrative expenses (other) incurred2018-12-31$6,456
Total non interest bearing cash at end of year2018-12-31$28
Total non interest bearing cash at beginning of year2018-12-31$2,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$148,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,211,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,063,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,787
Value of interest in pooled separate accounts at end of year2018-12-31$4,042,188
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,951,147
Interest on participant loans2018-12-31$6,904
Net investment gain/loss from pooled separate accounts2018-12-31$-217,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$316,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$313,586
Contract administrator fees2018-12-31$2,429
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2018-12-31381458667
2017 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,158,392
Total of all expenses incurred2017-12-31$500,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$466,527
Value of total corrective distributions2017-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$731,108
Value of total assets at end of year2017-12-31$4,063,160
Value of total assets at beginning of year2017-12-31$3,405,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,683
Total interest from all sources2017-12-31$5,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$170,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$387,292
Participant contributions at end of year2017-12-31$109,069
Participant contributions at beginning of year2017-12-31$149,676
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,769
Other income not declared elsewhere2017-12-31$3,594
Administrative expenses (other) incurred2017-12-31$8,387
Total non interest bearing cash at end of year2017-12-31$2,944
Total non interest bearing cash at beginning of year2017-12-31$2,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$658,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,063,160
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,405,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,524
Value of interest in pooled separate accounts at end of year2017-12-31$3,951,147
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,252,607
Interest on participant loans2017-12-31$5,838
Net investment gain/loss from pooled separate accounts2017-12-31$417,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$335,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$466,527
Contract administrator fees2017-12-31$6,772
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2017-12-31381458667
2016 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$961,877
Total of all expenses incurred2016-12-31$905,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$879,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$768,686
Value of total assets at end of year2016-12-31$3,405,015
Value of total assets at beginning of year2016-12-31$3,348,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,520
Total interest from all sources2016-12-31$6,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$170,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,015
Participant contributions at end of year2016-12-31$149,676
Participant contributions at beginning of year2016-12-31$124,467
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,813
Other income not declared elsewhere2016-12-31$3,246
Administrative expenses (other) incurred2016-12-31$4,391
Total non interest bearing cash at end of year2016-12-31$2,732
Total non interest bearing cash at beginning of year2016-12-31$1,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$56,485
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,405,015
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,348,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,844
Value of interest in pooled separate accounts at end of year2016-12-31$3,252,607
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,222,575
Interest on participant loans2016-12-31$6,207
Net investment gain/loss from pooled separate accounts2016-12-31$183,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$343,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$879,872
Contract administrator fees2016-12-31$4,285
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2016-12-31381458667
2015 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$708,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$741,238
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$283,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$253,458
Expenses. Certain deemed distributions of participant loans2015-12-31$7,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$815,896
Value of total assets at end of year2015-12-31$3,348,530
Value of total assets at beginning of year2015-12-31$2,182,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,380
Total interest from all sources2015-12-31$3,894
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$422,009
Participant contributions at end of year2015-12-31$124,467
Participant contributions at beginning of year2015-12-31$68,030
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,300
Other income not declared elsewhere2015-12-31$-865
Total non interest bearing cash at end of year2015-12-31$1,488
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$458,193
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,348,530
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,182,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,198
Value of interest in pooled separate accounts at end of year2015-12-31$3,222,575
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,018,237
Interest on participant loans2015-12-31$3,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$95,835
Net investment gain/loss from pooled separate accounts2015-12-31$-77,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$375,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$253,458
Contract administrator fees2015-12-31$8,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JANZ & KNIGHT PLC
Accountancy firm EIN2015-12-31381458667
2014 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$616,464
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$118,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,834
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$31,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$535,302
Value of total assets at end of year2014-12-31$2,182,102
Value of total assets at beginning of year2014-12-31$1,683,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,924
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,715
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$265,502
Participant contributions at end of year2014-12-31$68,030
Participant contributions at beginning of year2014-12-31$25,458
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$8,518
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$9,103
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$498,386
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,182,102
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,683,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$2,018,237
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,574,588
Interest on participant loans2014-12-31$2,130
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$585
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$95,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$68,475
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$69,344
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$269,800
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$6,677
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,834
Contract administrator fees2014-12-31$17,924
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JANZ & KNIGHT PLC
Accountancy firm EIN2014-12-31381458667
2013 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$600,858
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$151,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$101,310
Expenses. Certain deemed distributions of participant loans2013-12-31$2,578
Value of total corrective distributions2013-12-31$33,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$367,489
Value of total assets at end of year2013-12-31$1,683,716
Value of total assets at beginning of year2013-12-31$1,234,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,142
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$204,367
Participant contributions at end of year2013-12-31$25,458
Participant contributions at beginning of year2013-12-31$26,026
Participant contributions at end of year2013-12-31$8,518
Participant contributions at beginning of year2013-12-31$2,369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-902
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$449,687
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,683,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,234,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,574,588
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,136,730
Interest on participant loans2013-12-31$1,425
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$522
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$68,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$66,988
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$232,324
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$154,041
Employer contributions (assets) at end of year2013-12-31$6,677
Employer contributions (assets) at beginning of year2013-12-31$1,916
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$101,310
Contract administrator fees2013-12-31$14,142
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2013-12-31381458667
2012 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$370,546
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$117,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$104,748
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$4,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$260,000
Value of total assets at end of year2012-12-31$1,234,029
Value of total assets at beginning of year2012-12-31$980,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,505
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$2,619
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$154,552
Participant contributions at end of year2012-12-31$26,026
Participant contributions at beginning of year2012-12-31$47,949
Participant contributions at end of year2012-12-31$2,369
Participant contributions at beginning of year2012-12-31$4,520
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-63
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$253,371
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,234,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$980,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,136,730
Value of interest in pooled separate accounts at beginning of year2012-12-31$872,313
Interest on participant loans2012-12-31$1,906
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$713
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$66,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$52,906
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$107,990
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$105,448
Employer contributions (assets) at end of year2012-12-31$1,916
Employer contributions (assets) at beginning of year2012-12-31$2,970
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,526
Contract administrator fees2012-12-31$7,505
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JANZ & KNIGHT PLC
Accountancy firm EIN2012-12-31381458667
2008 : UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-165,666
Expenses. Total of all expenses incurred2008-12-31$28,362
Benefits paid (including direct rollovers)2008-12-31$24,090
Total plan assets at end of year2008-12-31$702,765
Total plan assets at beginning of year2008-12-31$896,793
Total contributions received or receivable from participants2008-12-31$74,223
Expenses. Other expenses not covered elsewhere2008-12-31$4,272
Other income received2008-12-31$-286,120
Net income (gross income less expenses)2008-12-31$-194,028
Net plan assets at end of year (total assets less liabilities)2008-12-31$702,765
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$896,793
Assets. Value of participant loans2008-12-31$29,635
Total contributions received or receivable from employer(s)2008-12-31$46,231

Form 5500 Responses for UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN

2022: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2008: UNITED MACHINING INC. EMPLOYEES 401(K) SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117192
Policy instance 1
Insurance contract or identification number117192
Number of Individuals Covered294
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $2,112
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2112
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117192
Policy instance 1
Insurance contract or identification number117192
Number of Individuals Covered304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $2,173
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2173
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117192
Policy instance 1
Insurance contract or identification number117192
Number of Individuals Covered304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,871
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees1871
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameMICHIGAN BENEFIT CONSULTING, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117192
Policy instance 1
Insurance contract or identification number117192
Number of Individuals Covered259
Insurance policy start date2015-01-08
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,888
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12888
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameCROWE HORWATH LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444560
Policy instance 2
Insurance contract or identification number444560
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-02-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444560
Policy instance 1
Insurance contract or identification number444560
Number of Individuals Covered205
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444560
Policy instance 1
Insurance contract or identification number444560
Number of Individuals Covered185
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444560
Policy instance 1
Insurance contract or identification number444560
Number of Individuals Covered180
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $52
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMATTES BENEFIT GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-44560
Policy instance 1
Insurance contract or identification number4-44560
Number of Individuals Covered79
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,996
Total amount of fees paid to insurance companyUSD $42
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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