401k Plan data: HARTZELL COMPANIES RETIREMENT PLAN plan

HARTZELL COMPANIES RETIREMENT PLAN 401k Plan overview

Plan Name	HARTZELL COMPANIES RETIREMENT PLAN
Plan identification number	003

HARTZELL COMPANIES RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARTZELL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HARTZELL INDUSTRIES, INC.

Employer identification number (EIN): 310674874

NAIC Classification: 321210

Additional information about HARTZELL INDUSTRIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1964-01-27

Company Identification Number: 326960

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about HARTZELL INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTZELL COMPANIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01 CASEY WEBSTER 2022-10-17
003 2020-01-01 CASEY WEBSTER 2021-10-12 CASEY WEBSTER 2021-10-12
003 2019-01-01 CASEY WEBSTER 2020-10-12 CASEY WEBSTER 2020-10-12
003 2018-01-01 CASEY WEBSTER 2019-10-15 CASEY WEBSTER 2019-10-15
003 2017-01-01 CASEY WEBSTER
003 2016-01-01 JANE FARLEY
003 2015-01-01 JANE FARLEY
003 2014-01-01 JANE FARLEY JANE FARLEY 2015-12-04
003 2014-01-01 JANE FARLEY JANE FARLEY 2015-10-15
003 2013-01-01 JANE FARLEY JANE FARLEY 2014-10-15
003 2012-01-01 JANE FARLEY JANE FARLEY 2013-10-15
003 2011-01-01 JANE FARLEY
003 2010-01-01 JANE FARLEY
003 2009-01-01 MICHAEL C. BARDO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01	CASEY WEBSTER	2022-10-17
003	2020-01-01	CASEY WEBSTER	2021-10-12	CASEY WEBSTER	2021-10-12
003	2019-01-01	CASEY WEBSTER	2020-10-12	CASEY WEBSTER	2020-10-12
003	2018-01-01	CASEY WEBSTER	2019-10-15	CASEY WEBSTER	2019-10-15
003	2017-01-01	CASEY WEBSTER
003	2016-01-01	JANE FARLEY
003	2015-01-01	JANE FARLEY
003	2014-01-01	JANE FARLEY		JANE FARLEY	2015-12-04
003	2014-01-01	JANE FARLEY		JANE FARLEY	2015-10-15
003	2013-01-01	JANE FARLEY		JANE FARLEY	2014-10-15
003	2012-01-01	JANE FARLEY		JANE FARLEY	2013-10-15
003	2011-01-01	JANE FARLEY
003	2010-01-01	JANE FARLEY
003	2009-01-01	MICHAEL C. BARDO

Plan Statistics for HARTZELL COMPANIES RETIREMENT PLAN

401k plan membership statisitcs for HARTZELL COMPANIES RETIREMENT PLAN

Measure Date Value
2022: HARTZELL COMPANIES RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,966,716
Acturial value of plan assets 2022-12-31 4,966,716
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,522,826
Number of terminated vested participants 2022-12-31 13
Fundng target for terminated vested participants 2022-12-31 372,561
Active participant vested funding target 2022-12-31 944,202
Number of active participants 2022-12-31 30
Total funding liabilities for active participants 2022-12-31 944,202
Total participant count 2022-12-31 93
Total funding target for all participants 2022-12-31 3,839,589
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 435,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 456,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 120,209
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 110,015
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 110,015
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HARTZELL COMPANIES RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,346,122
Acturial value of plan assets 2021-12-31 4,346,122
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,757,503
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 380,898
Active participant vested funding target 2021-12-31 1,135,956
Number of active participants 2021-12-31 33
Total funding liabilities for active participants 2021-12-31 1,135,956
Total participant count 2021-12-31 102
Total funding target for all participants 2021-12-31 4,274,357
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 560,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 533,017
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 66,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 533,017
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 30
Number of retired or separated participants receiving benefits 2021-01-01 29
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 21
Total participants 2021-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HARTZELL COMPANIES RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,209,835
Acturial value of plan assets 2020-12-31 5,209,597
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,931,190
Number of terminated vested participants 2020-12-31 39
Fundng target for terminated vested participants 2020-12-31 1,852,635
Active participant vested funding target 2020-12-31 1,238,098
Number of active participants 2020-12-31 38
Total funding liabilities for active participants 2020-12-31 1,238,098
Total participant count 2020-12-31 129
Total funding target for all participants 2020-12-31 5,021,923
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 156,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 165,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 53,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
Number of retired or separated participants receiving benefits 2020-01-01 33
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 22
Total participants 2020-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HARTZELL COMPANIES RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,424,365
Acturial value of plan assets 2019-12-31 4,424,365
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,652,674
Number of terminated vested participants 2019-12-31 34
Fundng target for terminated vested participants 2019-12-31 1,170,916
Active participant vested funding target 2019-12-31 2,215,429
Number of active participants 2019-12-31 49
Total funding liabilities for active participants 2019-12-31 2,215,429
Total participant count 2019-12-31 137
Total funding target for all participants 2019-12-31 5,039,019
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 184,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 195,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 460,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 443,875
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 110,000
Net shortfall amortization installment of oustanding balance 2019-12-31 614,654
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 286,948
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 286,948
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 443,875
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
Number of retired or separated participants receiving benefits 2019-01-01 29
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 23
Total participants 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HARTZELL COMPANIES RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,827,163
Acturial value of plan assets 2018-12-31 4,827,163
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,704,425
Number of terminated vested participants 2018-12-31 38
Fundng target for terminated vested participants 2018-12-31 1,229,605
Active participant vested funding target 2018-12-31 2,146,423
Number of active participants 2018-12-31 52
Total funding liabilities for active participants 2018-12-31 2,146,423
Total participant count 2018-12-31 150
Total funding target for all participants 2018-12-31 5,080,453
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 248,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 263,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 368,876
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 354,533
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 170,000
Net shortfall amortization installment of oustanding balance 2018-12-31 253,290
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 170,000
Additional cash requirement 2018-12-31 170,000
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 354,533
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 49
Number of retired or separated participants receiving benefits 2018-01-01 33
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 23
Total participants 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HARTZELL COMPANIES RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,532,294
Acturial value of plan assets 2017-12-31 4,532,294
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,699,163
Number of terminated vested participants 2017-12-31 39
Fundng target for terminated vested participants 2017-12-31 718,820
Active participant vested funding target 2017-12-31 2,763,296
Number of active participants 2017-12-31 60
Total funding liabilities for active participants 2017-12-31 2,763,296
Total participant count 2017-12-31 160
Total funding target for all participants 2017-12-31 5,181,279
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 550,304
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 526,380
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 200,000
Net shortfall amortization installment of oustanding balance 2017-12-31 648,985
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 277,751
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 277,751
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 526,380
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 52
Number of retired or separated participants receiving benefits 2017-01-01 38
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 24
Total participants 2017-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HARTZELL COMPANIES RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,322,475
Acturial value of plan assets 2016-12-31 4,322,475
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,072,039
Number of terminated vested participants 2016-12-31 44
Fundng target for terminated vested participants 2016-12-31 554,865
Active participant vested funding target 2016-12-31 2,394,701
Number of active participants 2016-12-31 68
Total funding liabilities for active participants 2016-12-31 2,394,701
Total participant count 2016-12-31 179
Total funding target for all participants 2016-12-31 5,021,605
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 36,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 38,681
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 472,088
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 452,457
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 219,485
Net shortfall amortization installment of oustanding balance 2016-12-31 699,130
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 452,457
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 452,457
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 452,457
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 60
Number of retired or separated participants receiving benefits 2016-01-01 39
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 24
Total participants 2016-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HARTZELL COMPANIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 68
Number of retired or separated participants receiving benefits 2015-01-01 45
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 23
Total participants 2015-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HARTZELL COMPANIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 46
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 19
Total participants 2014-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HARTZELL COMPANIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 103
Number of retired or separated participants receiving benefits 2013-01-01 50
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 20
Total participants 2013-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HARTZELL COMPANIES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 129
Number of retired or separated participants receiving benefits 2012-01-01 52
Number of other retired or separated participants entitled to future benefits 2012-01-01 44
Total of all active and inactive participants 2012-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 20
Total participants 2012-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HARTZELL COMPANIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 136
Number of retired or separated participants receiving benefits 2011-01-01 53
Number of other retired or separated participants entitled to future benefits 2011-01-01 42
Total of all active and inactive participants 2011-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 20
Total participants 2011-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HARTZELL COMPANIES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 149
Number of retired or separated participants receiving benefits 2010-01-01 36
Number of other retired or separated participants entitled to future benefits 2010-01-01 54
Total of all active and inactive participants 2010-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 19
Total participants 2010-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HARTZELL COMPANIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 161
Number of retired or separated participants receiving benefits 2009-01-01 61
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 16
Total participants 2009-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: HARTZELL COMPANIES RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,966,716
Acturial value of plan assets	2022-12-31	4,966,716
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,522,826
Number of terminated vested participants	2022-12-31	13
Fundng target for terminated vested participants	2022-12-31	372,561
Active participant vested funding target	2022-12-31	944,202
Number of active participants	2022-12-31	30
Total funding liabilities for active participants	2022-12-31	944,202
Total participant count	2022-12-31	93
Total funding target for all participants	2022-12-31	3,839,589
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	435,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	456,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	120,209
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	110,015
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	110,015
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HARTZELL COMPANIES RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,346,122
Acturial value of plan assets	2021-12-31	4,346,122
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,757,503
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	380,898
Active participant vested funding target	2021-12-31	1,135,956
Number of active participants	2021-12-31	33
Total funding liabilities for active participants	2021-12-31	1,135,956
Total participant count	2021-12-31	102
Total funding target for all participants	2021-12-31	4,274,357
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	560,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	533,017
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	66,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	533,017
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	30
Number of retired or separated participants receiving benefits	2021-01-01	29
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	21
Total participants	2021-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HARTZELL COMPANIES RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,209,835
Acturial value of plan assets	2020-12-31	5,209,597
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,931,190
Number of terminated vested participants	2020-12-31	39
Fundng target for terminated vested participants	2020-12-31	1,852,635
Active participant vested funding target	2020-12-31	1,238,098
Number of active participants	2020-12-31	38
Total funding liabilities for active participants	2020-12-31	1,238,098
Total participant count	2020-12-31	129
Total funding target for all participants	2020-12-31	5,021,923
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	156,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	165,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	53,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
Number of retired or separated participants receiving benefits	2020-01-01	33
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	22
Total participants	2020-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HARTZELL COMPANIES RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,424,365
Acturial value of plan assets	2019-12-31	4,424,365
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,652,674
Number of terminated vested participants	2019-12-31	34
Fundng target for terminated vested participants	2019-12-31	1,170,916
Active participant vested funding target	2019-12-31	2,215,429
Number of active participants	2019-12-31	49
Total funding liabilities for active participants	2019-12-31	2,215,429
Total participant count	2019-12-31	137
Total funding target for all participants	2019-12-31	5,039,019
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	184,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	195,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	460,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	443,875
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	110,000
Net shortfall amortization installment of oustanding balance	2019-12-31	614,654
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	286,948
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	286,948
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	443,875
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
Number of retired or separated participants receiving benefits	2019-01-01	29
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	23
Total participants	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HARTZELL COMPANIES RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,827,163
Acturial value of plan assets	2018-12-31	4,827,163
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,704,425
Number of terminated vested participants	2018-12-31	38
Fundng target for terminated vested participants	2018-12-31	1,229,605
Active participant vested funding target	2018-12-31	2,146,423
Number of active participants	2018-12-31	52
Total funding liabilities for active participants	2018-12-31	2,146,423
Total participant count	2018-12-31	150
Total funding target for all participants	2018-12-31	5,080,453
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	248,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	263,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	368,876
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	354,533
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	170,000
Net shortfall amortization installment of oustanding balance	2018-12-31	253,290
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	170,000
Additional cash requirement	2018-12-31	170,000
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	354,533
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	49
Number of retired or separated participants receiving benefits	2018-01-01	33
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	23
Total participants	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HARTZELL COMPANIES RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,532,294
Acturial value of plan assets	2017-12-31	4,532,294
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,699,163
Number of terminated vested participants	2017-12-31	39
Fundng target for terminated vested participants	2017-12-31	718,820
Active participant vested funding target	2017-12-31	2,763,296
Number of active participants	2017-12-31	60
Total funding liabilities for active participants	2017-12-31	2,763,296
Total participant count	2017-12-31	160
Total funding target for all participants	2017-12-31	5,181,279
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	550,304
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	526,380
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	200,000
Net shortfall amortization installment of oustanding balance	2017-12-31	648,985
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	277,751
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	277,751
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	526,380
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	52
Number of retired or separated participants receiving benefits	2017-01-01	38
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	24
Total participants	2017-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HARTZELL COMPANIES RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,322,475
Acturial value of plan assets	2016-12-31	4,322,475
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,072,039
Number of terminated vested participants	2016-12-31	44
Fundng target for terminated vested participants	2016-12-31	554,865
Active participant vested funding target	2016-12-31	2,394,701
Number of active participants	2016-12-31	68
Total funding liabilities for active participants	2016-12-31	2,394,701
Total participant count	2016-12-31	179
Total funding target for all participants	2016-12-31	5,021,605
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	36,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38,681
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	472,088
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	452,457
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	219,485
Net shortfall amortization installment of oustanding balance	2016-12-31	699,130
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	452,457
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	452,457
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	452,457
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	60
Number of retired or separated participants receiving benefits	2016-01-01	39
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	24
Total participants	2016-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HARTZELL COMPANIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	68
Number of retired or separated participants receiving benefits	2015-01-01	45
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	23
Total participants	2015-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HARTZELL COMPANIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	46
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	19
Total participants	2014-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HARTZELL COMPANIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	103
Number of retired or separated participants receiving benefits	2013-01-01	50
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	20
Total participants	2013-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HARTZELL COMPANIES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	129
Number of retired or separated participants receiving benefits	2012-01-01	52
Number of other retired or separated participants entitled to future benefits	2012-01-01	44
Total of all active and inactive participants	2012-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	20
Total participants	2012-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HARTZELL COMPANIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	136
Number of retired or separated participants receiving benefits	2011-01-01	53
Number of other retired or separated participants entitled to future benefits	2011-01-01	42
Total of all active and inactive participants	2011-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	20
Total participants	2011-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HARTZELL COMPANIES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	149
Number of retired or separated participants receiving benefits	2010-01-01	36
Number of other retired or separated participants entitled to future benefits	2010-01-01	54
Total of all active and inactive participants	2010-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	19
Total participants	2010-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HARTZELL COMPANIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	161
Number of retired or separated participants receiving benefits	2009-01-01	61
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	16
Total participants	2009-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARTZELL COMPANIES RETIREMENT PLAN

Measure	Date	Value
2021 : HARTZELL COMPANIES RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,191,386
Total of all expenses incurred	2021-12-31	$566,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$469,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$560,000
Value of total assets at end of year	2021-12-31	$4,971,233
Value of total assets at beginning of year	2021-12-31	$4,345,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$97,021
Total interest from all sources	2021-12-31	$5,457
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$100,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$100,665
Administrative expenses professional fees incurred	2021-12-31	$13,250
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$345,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$4,697
Administrative expenses (other) incurred	2021-12-31	$42,416
Total non interest bearing cash at end of year	2021-12-31	$1,103
Total non interest bearing cash at beginning of year	2021-12-31	$948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$625,271
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,971,233
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,345,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$41,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$894,623
Interest earned on other investments	2021-12-31	$5,457
Value of interest in common/collective trusts at end of year	2021-12-31	$3,052,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$76,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$135,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$135,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$287,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$525,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$560,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$469,094
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$1,496,734
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$163,735
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$2,859,199
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : HARTZELL COMPANIES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$565,723
Total unrealized appreciation/depreciation of assets	2020-12-31	$565,723
Total income from all sources (including contributions)	2020-12-31	$612,049
Total loss/gain on sale of assets	2020-12-31	$-43,295
Total of all expenses incurred	2020-12-31	$1,475,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,353,223
Value of total assets at end of year	2020-12-31	$4,345,962
Value of total assets at beginning of year	2020-12-31	$5,209,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$122,699
Total interest from all sources	2020-12-31	$16,750
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$55,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$11,591
Administrative expenses professional fees incurred	2020-12-31	$28,125
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$7,430
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$4,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$8,921
Other income not declared elsewhere	2020-12-31	$9,466
Administrative expenses (other) incurred	2020-12-31	$34,503
Total non interest bearing cash at end of year	2020-12-31	$948
Total non interest bearing cash at beginning of year	2020-12-31	$1,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-863,873
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,345,962
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,209,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$60,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$894,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,092,264
Income. Interest from US Government securities	2020-12-31	$8,784
Income. Interest from corporate debt instruments	2020-12-31	$7,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$135,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$212,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$212,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$567
Asset value of US Government securities at end of year	2020-12-31	$287,035
Asset value of US Government securities at beginning of year	2020-12-31	$674,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at beginning of year	2020-12-31	$115,000
Income. Dividends from preferred stock	2020-12-31	$173
Income. Dividends from common stock	2020-12-31	$43,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,353,223
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$163,735
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$343,678
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$2,859,199
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$2,754,886
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$5,860,777
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$5,904,072
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : HARTZELL COMPANIES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$573,127
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$573,127
Total unrealized appreciation/depreciation of assets	2019-12-31	$573,127
Total unrealized appreciation/depreciation of assets	2019-12-31	$573,127
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,240
Total income from all sources (including contributions)	2019-12-31	$1,349,163
Total income from all sources (including contributions)	2019-12-31	$1,349,163
Total loss/gain on sale of assets	2019-12-31	$183,244
Total loss/gain on sale of assets	2019-12-31	$183,244
Total of all expenses incurred	2019-12-31	$556,698
Total of all expenses incurred	2019-12-31	$556,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$416,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$416,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$460,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$460,000
Value of total assets at end of year	2019-12-31	$5,209,835
Value of total assets at end of year	2019-12-31	$5,209,835
Value of total assets at beginning of year	2019-12-31	$4,424,610
Value of total assets at beginning of year	2019-12-31	$4,424,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$140,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$140,378
Total interest from all sources	2019-12-31	$37,186
Total interest from all sources	2019-12-31	$37,186
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$65,010
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$65,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$20,091
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$20,091
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$24,758
Administrative expenses professional fees incurred	2019-12-31	$19,418
Administrative expenses professional fees incurred	2019-12-31	$19,418
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$7,430
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$7,430
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$5,420
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$5,420
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$8,921
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$8,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$10,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$10,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$7,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$7,240
Other income not declared elsewhere	2019-12-31	$10,142
Other income not declared elsewhere	2019-12-31	$10,142
Administrative expenses (other) incurred	2019-12-31	$74,307
Administrative expenses (other) incurred	2019-12-31	$74,307
Total non interest bearing cash at end of year	2019-12-31	$1,555
Total non interest bearing cash at end of year	2019-12-31	$1,555
Total non interest bearing cash at beginning of year	2019-12-31	$2,089
Total non interest bearing cash at beginning of year	2019-12-31	$2,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$792,465
Value of net income/loss	2019-12-31	$792,465
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,209,835
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,209,835
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,417,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$46,653
Investment advisory and management fees	2019-12-31	$46,653
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,092,264
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,092,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$588,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$588,362
Income. Interest from US Government securities	2019-12-31	$19,671
Income. Interest from US Government securities	2019-12-31	$19,671
Income. Interest from corporate debt instruments	2019-12-31	$14,081
Income. Interest from corporate debt instruments	2019-12-31	$14,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$212,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$212,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$124,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$124,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$124,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$124,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,434
Asset value of US Government securities at end of year	2019-12-31	$674,099
Asset value of US Government securities at end of year	2019-12-31	$674,099
Asset value of US Government securities at beginning of year	2019-12-31	$793,013
Asset value of US Government securities at beginning of year	2019-12-31	$793,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$20,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$20,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$460,000
Contributions received in cash from employer	2019-12-31	$460,000
Employer contributions (assets) at end of year	2019-12-31	$115,000
Employer contributions (assets) at end of year	2019-12-31	$115,000
Employer contributions (assets) at beginning of year	2019-12-31	$115,000
Income. Dividends from preferred stock	2019-12-31	$400
Income. Dividends from preferred stock	2019-12-31	$400
Income. Dividends from common stock	2019-12-31	$44,519
Income. Dividends from common stock	2019-12-31	$44,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$416,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$416,320
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$343,678
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$477,339
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$477,339
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,754,886
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,754,886
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,284,283
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$4,393,084
Aggregate proceeds on sale of assets	2019-12-31	$4,393,084
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$4,209,840
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$4,209,840
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : HARTZELL COMPANIES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-151,785
Total unrealized appreciation/depreciation of assets	2018-12-31	$-151,785
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$46,184
Total income from all sources (including contributions)	2018-12-31	$184,591
Total loss/gain on sale of assets	2018-12-31	$-130,075
Total of all expenses incurred	2018-12-31	$590,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$426,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$368,876
Value of total assets at end of year	2018-12-31	$4,424,610
Value of total assets at beginning of year	2018-12-31	$4,869,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$163,474
Total interest from all sources	2018-12-31	$37,799
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$65,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,859
Assets. Real estate other than employer real property at end of year	2018-12-31	$24,758
Administrative expenses professional fees incurred	2018-12-31	$82,738
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$5,420
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$10,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$48,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$7,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$46,184
Other income not declared elsewhere	2018-12-31	$7,427
Administrative expenses (other) incurred	2018-12-31	$26,154
Total non interest bearing cash at end of year	2018-12-31	$2,089
Total non interest bearing cash at beginning of year	2018-12-31	$9,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-405,608
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,417,370
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,822,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$54,582
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$588,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$541,438
Interest earned on other investments	2018-12-31	$784
Income. Interest from US Government securities	2018-12-31	$19,952
Income. Interest from corporate debt instruments	2018-12-31	$15,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$124,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$68,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$68,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,336
Asset value of US Government securities at end of year	2018-12-31	$793,013
Asset value of US Government securities at beginning of year	2018-12-31	$798,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-13,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$368,876
Employer contributions (assets) at end of year	2018-12-31	$115,000
Employer contributions (assets) at beginning of year	2018-12-31	$206,124
Income. Dividends from preferred stock	2018-12-31	$709
Income. Dividends from common stock	2018-12-31	$43,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$426,725
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$477,339
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$601,455
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,284,283
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$2,595,031
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$4,937,886
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$5,067,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : HARTZELL COMPANIES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$46,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,518
Total income from all sources (including contributions)	2017-12-31	$1,126,954
Total loss/gain on sale of assets	2017-12-31	$262,325
Total of all expenses incurred	2017-12-31	$835,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$651,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$550,304
Value of total assets at end of year	2017-12-31	$4,869,162
Value of total assets at beginning of year	2017-12-31	$4,533,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$183,753
Total interest from all sources	2017-12-31	$36,381
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$66,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$19,978
Administrative expenses professional fees incurred	2017-12-31	$71,443
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$48,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$9,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$46,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,518
Administrative expenses (other) incurred	2017-12-31	$74,789
Total non interest bearing cash at end of year	2017-12-31	$9,227
Total non interest bearing cash at beginning of year	2017-12-31	$1,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$291,908
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,822,978
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,531,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$37,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$541,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$503,506
Income. Interest from US Government securities	2017-12-31	$36,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$68,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$97,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$97,202
Asset value of US Government securities at end of year	2017-12-31	$798,607
Asset value of US Government securities at beginning of year	2017-12-31	$1,025,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$210,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$550,304
Employer contributions (assets) at end of year	2017-12-31	$206,124
Employer contributions (assets) at beginning of year	2017-12-31	$142,088
Income. Dividends from common stock	2017-12-31	$46,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$651,293
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$601,455
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$568,628
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$2,595,031
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,185,546
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$5,318,811
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$5,056,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : HARTZELL COMPANIES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,561
Total income from all sources (including contributions)	2016-12-31	$742,211
Total loss/gain on sale of assets	2016-12-31	$107,408
Total of all expenses incurred	2016-12-31	$531,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$338,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$472,088
Value of total assets at end of year	2016-12-31	$4,533,588
Value of total assets at beginning of year	2016-12-31	$4,322,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$192,913
Total interest from all sources	2016-12-31	$38,223
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$55,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$14,973
Administrative expenses professional fees incurred	2016-12-31	$94,810
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$9,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$10,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,561
Administrative expenses (other) incurred	2016-12-31	$67,614
Total non interest bearing cash at end of year	2016-12-31	$1,632
Total non interest bearing cash at beginning of year	2016-12-31	$1,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$210,942
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,531,070
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,320,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$30,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$503,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$505,212
Income. Interest from US Government securities	2016-12-31	$38,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$97,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$138,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$138,877
Asset value of US Government securities at end of year	2016-12-31	$1,025,441
Asset value of US Government securities at beginning of year	2016-12-31	$965,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$68,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$472,088
Employer contributions (assets) at end of year	2016-12-31	$142,088
Employer contributions (assets) at beginning of year	2016-12-31	$110,000
Income. Dividends from common stock	2016-12-31	$40,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$338,356
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$568,628
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$678,758
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,185,546
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$1,912,521
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$4,667,622
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$4,560,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : HARTZELL COMPANIES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-243,290
Total unrealized appreciation/depreciation of assets	2015-12-31	$-243,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,669
Total income from all sources (including contributions)	2015-12-31	$451,978
Total loss/gain on sale of assets	2015-12-31	$160,849
Total of all expenses incurred	2015-12-31	$936,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$818,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$440,000
Value of total assets at end of year	2015-12-31	$4,322,689
Value of total assets at beginning of year	2015-12-31	$4,815,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$118,382
Total interest from all sources	2015-12-31	$40,227
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$54,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$16,743
Administrative expenses professional fees incurred	2015-12-31	$15,167
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$10,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$9,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$2,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$10,669
Administrative expenses (other) incurred	2015-12-31	$58,125
Total non interest bearing cash at end of year	2015-12-31	$1,539
Total non interest bearing cash at beginning of year	2015-12-31	$17,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-484,804
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,320,128
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,804,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$45,090
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$505,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$550,377
Interest earned on other investments	2015-12-31	$331
Income. Interest from US Government securities	2015-12-31	$39,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$138,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$84,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$84,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$3
Asset value of US Government securities at end of year	2015-12-31	$965,766
Asset value of US Government securities at beginning of year	2015-12-31	$1,067,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$440,000
Employer contributions (assets) at end of year	2015-12-31	$110,000
Employer contributions (assets) at beginning of year	2015-12-31	$103,000
Income. Dividends from common stock	2015-12-31	$37,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$818,400
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$678,758
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$704,133
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$1,912,521
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,278,517
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$4,801,764
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$4,640,915
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : HARTZELL COMPANIES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$178,031
Total unrealized appreciation/depreciation of assets	2014-12-31	$178,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$21,557
Total income from all sources (including contributions)	2014-12-31	$697,119
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$910,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$813,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$412,000
Value of total assets at end of year	2014-12-31	$4,815,601
Value of total assets at beginning of year	2014-12-31	$5,039,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$97,145
Total interest from all sources	2014-12-31	$107,088
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$61,088
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$9,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$11,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$10,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$21,557
Administrative expenses (other) incurred	2014-12-31	$36,057
Total non interest bearing cash at end of year	2014-12-31	$17,292
Total non interest bearing cash at beginning of year	2014-12-31	$4,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-213,358
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,804,932
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,018,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$550,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$390,337
Income. Interest from US Government securities	2014-12-31	$107,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$84,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$97,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$97,152
Asset value of US Government securities at end of year	2014-12-31	$1,067,662
Asset value of US Government securities at beginning of year	2014-12-31	$1,307,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$412,000
Employer contributions (assets) at end of year	2014-12-31	$103,000
Employer contributions (assets) at beginning of year	2014-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$813,332
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$704,133
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$843,500
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,278,517
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,285,964
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BATTELLE RIPPE KINGSTON
Accountancy firm EIN	2014-12-31	310210560
2013 : HARTZELL COMPANIES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$675,111
Total unrealized appreciation/depreciation of assets	2013-12-31	$675,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$21,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,866
Total income from all sources (including contributions)	2013-12-31	$1,197,572
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,013,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,904,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$400,000
Value of total assets at end of year	2013-12-31	$5,039,847
Value of total assets at beginning of year	2013-12-31	$5,844,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$109,245
Total interest from all sources	2013-12-31	$122,461
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$84,753
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$6,075
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$11,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$14,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$21,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$9,866
Administrative expenses (other) incurred	2013-12-31	$24,492
Total non interest bearing cash at end of year	2013-12-31	$4,163
Total non interest bearing cash at beginning of year	2013-12-31	$7,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-815,866
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,018,290
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,834,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$390,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$448,733
Income. Interest from US Government securities	2013-12-31	$122,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$97,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$159,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$159,337
Asset value of US Government securities at end of year	2013-12-31	$1,307,637
Asset value of US Government securities at beginning of year	2013-12-31	$1,649,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$400,000
Employer contributions (assets) at end of year	2013-12-31	$100,000
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,904,193
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$843,500
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$822,716
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,285,964
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$2,735,516
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BATTELLE RIPPE KINGSTON
Accountancy firm EIN	2013-12-31	310210560
2012 : HARTZELL COMPANIES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$485,868
Total unrealized appreciation/depreciation of assets	2012-12-31	$485,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,866
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	$1,210,875
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$986,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$873,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$600,000
Value of total assets at end of year	2012-12-31	$5,844,022
Value of total assets at beginning of year	2012-12-31	$5,610,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$113,334
Total interest from all sources	2012-12-31	$125,007
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$113,334
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$6,075
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$9,211
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$14,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$9,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$9,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$7,573
Total non interest bearing cash at beginning of year	2012-12-31	$700
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	$224,085
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,834,156
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,610,071
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 in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$448,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$125,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$159,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$169,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$169,147
Asset value of US Government securities at end of year	2012-12-31	$1,649,680
Asset value of US Government securities at beginning of year	2012-12-31	$468,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$600,000
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$873,456
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$822,716
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$187,842
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$2,735,516
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,825,353
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BATTELLE & BATTELLE
Accountancy firm EIN	2012-12-31	310210560
2011 : HARTZELL COMPANIES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-91,267
Total unrealized appreciation/depreciation of assets	2011-12-31	$-91,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,384,694
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,060,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$953,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,360,000
Value of total assets at end of year	2011-12-31	$5,610,071
Value of total assets at beginning of year	2011-12-31	$5,286,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$107,030
Total interest from all sources	2011-12-31	$115,961
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$107,030
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$9,211
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$7,205
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$9,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$11,618
Total non interest bearing cash at end of year	2011-12-31	$700
Total non interest bearing cash at beginning of year	2011-12-31	$738
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	$323,989
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,610,071
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,286,082
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
Income. Interest from US Government securities	2011-12-31	$115,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$169,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$346,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$346,662
Asset value of US Government securities at end of year	2011-12-31	$468,429
Asset value of US Government securities at beginning of year	2011-12-31	$800,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,360,000
Employer contributions (assets) at end of year	2011-12-31	$940,000
Employer contributions (assets) at beginning of year	2011-12-31	$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$953,675
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$187,842
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$247,705
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,825,353
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,746,867
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BATTELLE & BATTELLE
Accountancy firm EIN	2011-12-31	310210560
2010 : HARTZELL COMPANIES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$427,810
Total unrealized appreciation/depreciation of assets	2010-12-31	$427,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,148,607
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$512,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$409,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$585,000
Value of total assets at end of year	2010-12-31	$5,286,082
Value of total assets at beginning of year	2010-12-31	$4,649,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$102,713
Total interest from all sources	2010-12-31	$135,797
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$102,713
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$7,205
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$11,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$20,409
Total non interest bearing cash at end of year	2010-12-31	$738
Total non interest bearing cash at beginning of year	2010-12-31	$891
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	$636,256
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,286,082
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,649,826
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
Income. Interest from US Government securities	2010-12-31	$135,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$346,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$291,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$291,013
Asset value of US Government securities at end of year	2010-12-31	$800,287
Asset value of US Government securities at beginning of year	2010-12-31	$1,680,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$585,000
Employer contributions (assets) at end of year	2010-12-31	$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$409,638
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$247,705
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$436,535
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,746,867
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,220,590
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BATTELLE & BATTELLE
Accountancy firm EIN	2010-12-31	310210560
2009 : HARTZELL COMPANIES RETIREMENT 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

Form 5500 Responses for HARTZELL COMPANIES RETIREMENT PLAN

2021: HARTZELL COMPANIES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HARTZELL COMPANIES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HARTZELL COMPANIES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HARTZELL COMPANIES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HARTZELL COMPANIES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HARTZELL COMPANIES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HARTZELL COMPANIES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARTZELL COMPANIES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARTZELL COMPANIES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARTZELL COMPANIES RETIREMENT 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: HARTZELL COMPANIES RETIREMENT 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
2010: HARTZELL COMPANIES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HARTZELL COMPANIES RETIREMENT 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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Company Name:	HARTZELL INDUSTRIES, INC.
Employer identification number (EIN):	310674874
NAIC Classification:	321210

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1964-01-27
Company Identification Number:	326960
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114