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FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FERCO TECH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:FERCO TECH CORPORATION
Employer identification number (EIN):311110644
NAIC Classification:336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CRISTINA CHRISOVERGIS CRISTINA CHRISOVERGIS2017-02-28
0012015-01-01CRISTINA CHRISOVERGIS CRISTINA CHRISOVERGIS2016-10-04
0012014-01-01PETER JACKSON
0012014-01-01ROBERT WEHMEIER
0012014-01-01ROBERT WEHMEIER
0012013-01-01BOB WEHMEIER
0012012-01-01STEVE CHENEY
0012011-01-01STEVE CHENEY
0012009-01-01TONY NICHOLS

Plan Statistics for FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01253
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01213
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01111
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01111
Number of participants with account balances2012-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01166
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01104
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-07-31$131,535
Total of all expenses incurred2016-07-31$3,634,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$3,634,276
Value of total corrective distributions2016-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$114,112
Value of total assets at end of year2016-07-31$0
Value of total assets at beginning of year2016-07-31$3,502,741
Total interest from all sources2016-07-31$135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-07-31$0
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$97,316
Participant contributions at end of year2016-07-31$0
Participant contributions at beginning of year2016-07-31$33,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$-3,502,741
Value of net assets at end of year (total assets less liabilities)2016-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$3,502,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$3,368,315
Interest on participant loans2016-07-31$135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$101,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$17,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$16,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$3,634,276
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31RSM US LLP
Accountancy firm EIN2016-07-31420714325
2015 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$653,886
Total of all expenses incurred2015-12-31$96,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$96,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$691,562
Value of total assets at end of year2015-12-31$3,502,741
Value of total assets at beginning of year2015-12-31$2,945,363
Total interest from all sources2015-12-31$908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$427,557
Participant contributions at end of year2015-12-31$33,334
Participant contributions at beginning of year2015-12-31$18,437
Participant contributions at beginning of year2015-12-31$8,030
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$180,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,917,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$557,378
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,502,741
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,945,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,368,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$101,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$83,211
Employer contributions (assets) at beginning of year2015-12-31$1,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$96,508
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$447,123
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$443,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$437,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$276,251
Value of total assets at end of year2014-12-31$2,935,739
Value of total assets at beginning of year2014-12-31$2,932,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,614
Total interest from all sources2014-12-31$764
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$263,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$263,752
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$294,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$235,021
Participant contributions at end of year2014-12-31$18,437
Participant contributions at beginning of year2014-12-31$16,240
Participant contributions at end of year2014-12-31$8,030
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,917,303
Other income not declared elsewhere2014-12-31$3
Administrative expenses (other) incurred2014-12-31$6,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,935,739
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,932,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,818,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,800,565
Interest on participant loans2014-12-31$764
Value of interest in common/collective trusts at end of year2014-12-31$99,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$115,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$115,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-93,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$41,230
Employer contributions (assets) at end of year2014-12-31$1,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$437,244
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$772,165
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$187,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$180,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$275,104
Value of total assets at end of year2013-12-31$2,932,474
Value of total assets at beginning of year2013-12-31$2,347,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,453
Total interest from all sources2013-12-31$602
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$115,724
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$231,206
Participant contributions at end of year2013-12-31$16,240
Participant contributions at beginning of year2013-12-31$10,911
Administrative expenses (other) incurred2013-12-31$6,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$584,833
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,932,474
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,347,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,800,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,223,853
Interest on participant loans2013-12-31$602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$115,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$112,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$112,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$380,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$43,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$180,879
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BATTELLE RIPPE KINGSTON, LLP
Accountancy firm EIN2013-12-31310210560
2012 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$581,265
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$322,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$251,219
Value of total assets at end of year2012-12-31$2,347,641
Value of total assets at beginning of year2012-12-31$2,089,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,600
Total interest from all sources2012-12-31$714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,921
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$209,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$208,426
Participant contributions at end of year2012-12-31$10,911
Participant contributions at beginning of year2012-12-31$15,792
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,333
Other income not declared elsewhere2012-12-31$3
Administrative expenses (other) incurred2012-12-31$5,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$258,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,347,641
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,089,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,223,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,963,493
Interest on participant loans2012-12-31$714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$112,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$109,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$109,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$41,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,121
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BATTELLE AND BATTELLE LLP
Accountancy firm EIN2012-12-31310210560
2011 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$155,916
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$43,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,306
Value of total corrective distributions2011-12-31$4,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$247,017
Value of total assets at end of year2011-12-31$2,089,097
Value of total assets at beginning of year2011-12-31$1,977,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,253
Total interest from all sources2011-12-31$1,093
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,474
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$198,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$207,029
Participant contributions at end of year2011-12-31$15,792
Participant contributions at beginning of year2011-12-31$24,288
Other income not declared elsewhere2011-12-31$40
Administrative expenses (other) incurred2011-12-31$5,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$111,973
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,089,097
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,977,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,963,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,853,343
Interest on participant loans2011-12-31$1,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$109,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$99,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$99,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-125,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$39,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,306
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BATTELLE AND BATTELLE LLP
Accountancy firm EIN2011-12-31310210560
2010 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$432,955
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$168,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,095
Value of total corrective distributions2010-12-31$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$222,514
Value of total assets at end of year2010-12-31$1,977,124
Value of total assets at beginning of year2010-12-31$1,712,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,489
Total interest from all sources2010-12-31$1,515
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,504
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$172,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$186,159
Participant contributions at end of year2010-12-31$24,288
Participant contributions at beginning of year2010-12-31$31,231
Administrative expenses (other) incurred2010-12-31$5,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$264,142
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,977,124
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,712,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,853,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,534,265
Interest on participant loans2010-12-31$1,515
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$147,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$99,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$170,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$36,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,095
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BATTELLE AND BATTELLE LLP
Accountancy firm EIN2010-12-31310210560
2009 : FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN

2016: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FERCO TECH CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CPGQ7P
Policy instance 1
Insurance contract or identification numberGAP-CPGQ7P
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CPGQ7P
Policy instance 1
Insurance contract or identification numberGAP-CPGQ7P
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL, LLC

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