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| Plan Name | R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | R. E. KRAMIG & CO., INC. |
| Employer identification number (EIN): | 310344970 |
| NAIC Classification: | 238900 |
Additional information about R. E. KRAMIG & CO., INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1934-06-16 |
| Company Identification Number: | 159647 |
| Legal Registered Office Address: |
323 S WAYNE AVE - CINCINNATI United States of America (USA) 45215 |
More information about R. E. KRAMIG & CO., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | ANDREW J. KULESZA | |||
| 002 | 2011-01-01 | ANDREW J. KULESZA | |||
| 002 | 2009-01-01 | ANDREW J. KULESZA | ANDREW J. KULESZA | 2010-06-29 | |
| 002 | 2009-01-01 | ANDREW J. KULESZA | ANDREW J. KULESZA | 2010-06-29 |
| Measure | Date | Value |
|---|---|---|
| 2012 : R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $280,443 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $280,443 |
| 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 | $545 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,295,668 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $449,165 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $410,797 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $662,508 |
| Value of total assets at end of year | 2012-12-31 | $7,311,324 |
| Value of total assets at beginning of year | 2012-12-31 | $6,465,366 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $38,368 |
| Total interest from all sources | 2012-12-31 | $2,717 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $350,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $21,240 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $25 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $525 |
| Administrative expenses (other) incurred | 2012-12-31 | $200 |
| Total non interest bearing cash at end of year | 2012-12-31 | $20,457 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $8,727 |
| 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 | $846,503 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,311,324 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,464,821 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,141,782 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $587,051 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $587,051 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,717 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| 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 |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $6,149,060 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $5,869,120 |
| Contributions received in cash from employer | 2012-12-31 | $662,508 |
| Income. Dividends from common stock | 2012-12-31 | $350,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $410,797 |
| Contract administrator fees | 2012-12-31 | $16,928 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $20 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BARNES, DENNING & CO., LTD. |
| Accountancy firm EIN | 2012-12-31 | 311119890 |
| 2011 : R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $9,892 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $9,892 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $545 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $70 |
| Total income from all sources (including contributions) | 2011-12-31 | $765,050 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $931,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $888,537 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $652,786 |
| Value of total assets at end of year | 2011-12-31 | $6,465,366 |
| Value of total assets at beginning of year | 2011-12-31 | $6,631,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $42,813 |
| Total interest from all sources | 2011-12-31 | $2,372 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $100,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $34,704 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $468 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $525 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $50 |
| Administrative expenses (other) incurred | 2011-12-31 | $525 |
| Total non interest bearing cash at end of year | 2011-12-31 | $8,727 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $8,727 |
| 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 | $-166,300 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,464,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,631,121 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $587,051 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $762,894 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $762,894 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,372 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| 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 |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $5,869,120 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $5,859,102 |
| Contributions received in cash from employer | 2011-12-31 | $652,786 |
| Income. Dividends from common stock | 2011-12-31 | $100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $888,537 |
| Contract administrator fees | 2011-12-31 | $7,584 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $20 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $20 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BARNES, DENNING & CO., LTD. |
| Accountancy firm EIN | 2011-12-31 | 311119890 |
| 2010 : R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,509,777 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,509,777 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $70 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $20 |
| Total income from all sources (including contributions) | 2010-12-31 | $-660,241 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,002,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,002,621 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $797,294 |
| Value of total assets at end of year | 2010-12-31 | $6,631,191 |
| Value of total assets at beginning of year | 2010-12-31 | $8,294,068 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $65 |
| Total interest from all sources | 2010-12-31 | $2,242 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $50,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $468 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $50 |
| Administrative expenses (other) incurred | 2010-12-31 | $65 |
| Total non interest bearing cash at end of year | 2010-12-31 | $8,727 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $8,692 |
| 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 | $-1,662,927 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,631,121 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,294,048 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $762,894 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $916,030 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $916,030 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,242 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| 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 |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $5,859,102 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $7,368,878 |
| Contributions received in cash from employer | 2010-12-31 | $797,294 |
| Income. Dividends from common stock | 2010-12-31 | $50,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,002,621 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $20 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $20 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BARNES, DENNING & CO., LTD. |
| Accountancy firm EIN | 2010-12-31 | 311119890 |
| 2009 : R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: R.E. KRAMIG & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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