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Plan Name | EVENFLO COMPANY, INC. SAVINGS PLUS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EVENFLO COMPANY, INC. |
Employer identification number (EIN): | 311360477 |
NAIC Classification: | 339900 |
Additional information about EVENFLO COMPANY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2008-03-26 |
Company Identification Number: | 0800956893 |
Legal Registered Office Address: |
3131 NEWMARK DR STE 300 MIAMISBURG United States of America (USA) 45342 |
More information about EVENFLO COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | KELSEY JOHNSON | STEVE DELONG | 2018-10-11 | |
002 | 2016-01-01 | KELSEY JOHNSON | STEVE DELONG | 2017-10-16 | |
002 | 2015-01-01 | KELSEY JOHNSON | STEVE DELONG | 2016-10-14 | |
002 | 2014-01-01 | STEVE DELONG | |||
002 | 2013-01-01 | DAVID MCGILLIVARY | |||
002 | 2012-01-01 | DAVID MCGILLIVARY | |||
002 | 2011-01-01 | DAVID MCGILLIVARY | |||
002 | 2010-01-01 | DENNIS PREGENT | |||
002 | 2009-01-01 | DENNIS PREGENT |
Measure | Date | Value |
---|---|---|
2022: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 549 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 500 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 157 |
Total of all active and inactive participants | 2022-01-01 | 657 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 658 |
Number of participants with account balances | 2022-01-01 | 616 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 118 |
Total of all active and inactive participants | 2021-01-01 | 330 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 330 |
Number of participants with account balances | 2021-01-01 | 330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 117 |
Total of all active and inactive participants | 2020-01-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 325 |
Number of participants with account balances | 2020-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 145 |
Total of all active and inactive participants | 2019-01-01 | 347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 347 |
Number of participants with account balances | 2019-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 134 |
Total of all active and inactive participants | 2018-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 324 |
Number of participants with account balances | 2018-01-01 | 324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 108 |
Total of all active and inactive participants | 2017-01-01 | 341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 341 |
Number of participants with account balances | 2017-01-01 | 330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 109 |
Total of all active and inactive participants | 2016-01-01 | 293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 294 |
Number of participants with account balances | 2016-01-01 | 288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 105 |
Total of all active and inactive participants | 2015-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 271 |
Number of participants with account balances | 2015-01-01 | 269 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 113 |
Total of all active and inactive participants | 2014-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 273 |
Number of participants with account balances | 2014-01-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 24 |
2013: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 116 |
Total of all active and inactive participants | 2013-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 278 |
Number of participants with account balances | 2013-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 140 |
Total of all active and inactive participants | 2012-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 299 |
Number of participants with account balances | 2012-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 22 |
2011: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 102 |
Total of all active and inactive participants | 2011-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 315 |
Number of participants with account balances | 2011-01-01 | 311 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 22 |
2010: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 101 |
Total of all active and inactive participants | 2010-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 327 |
Number of participants with account balances | 2010-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 16 |
2009: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 101 |
Total of all active and inactive participants | 2009-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 321 |
Number of participants with account balances | 2009-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $7,245,990 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $40,995 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,739,272 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,886,855 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,831,134 |
Value of total corrective distributions | 2022-12-31 | $299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,155,017 |
Value of total assets at end of year | 2022-12-31 | $34,151,599 |
Value of total assets at beginning of year | 2022-12-31 | $31,572,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,422 |
Total interest from all sources | 2022-12-31 | $11,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,078,046 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,078,046 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,995,608 |
Participant contributions at end of year | 2022-12-31 | $569,042 |
Participant contributions at beginning of year | 2022-12-31 | $334,691 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $74 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $516,552 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $40,995 |
Administrative expenses (other) incurred | 2022-12-31 | $43,108 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $107,220 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,626,127 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,151,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $31,531,736 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $12,314 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,784,484 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $28,189,305 |
Interest on participant loans | 2022-12-31 | $11,410 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,797,999 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,941,515 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,035,649 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $51,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $642,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,831,134 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2022-12-31 | 300132514 |
2021 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $40,995 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $61,889 |
Total income from all sources (including contributions) | 2021-12-31 | $7,109,865 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,626,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,532,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,366,391 |
Value of total assets at end of year | 2021-12-31 | $31,572,731 |
Value of total assets at beginning of year | 2021-12-31 | $28,110,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $94,367 |
Total interest from all sources | 2021-12-31 | $14,987 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,423,666 |
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 | $2,423,666 |
Administrative expenses professional fees incurred | 2021-12-31 | $74,767 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,737,046 |
Participant contributions at end of year | 2021-12-31 | $334,691 |
Participant contributions at beginning of year | 2021-12-31 | $353,213 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $56,367 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $85,316 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,474 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $40,995 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $61,889 |
Other income not declared elsewhere | 2021-12-31 | $11,269 |
Total non interest bearing cash at end of year | 2021-12-31 | $107,220 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,483,476 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $31,531,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $28,048,260 |
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 | $19,600 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $28,189,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,409,428 |
Interest on participant loans | 2021-12-31 | $14,987 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,941,515 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,286,667 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,273,206 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $20,346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $544,029 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,532,022 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2021-12-31 | 300132514 |
2020 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $61,889 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $82,178 |
Total income from all sources (including contributions) | 2020-12-31 | $5,774,615 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,516,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,449,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,142,304 |
Value of total assets at end of year | 2020-12-31 | $28,110,149 |
Value of total assets at beginning of year | 2020-12-31 | $24,872,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $67,693 |
Total interest from all sources | 2020-12-31 | $13,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $365,729 |
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 | $365,729 |
Administrative expenses professional fees incurred | 2020-12-31 | $62,443 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 |
Contributions received from participants | 2020-12-31 | $1,652,858 |
Participant contributions at end of year | 2020-12-31 | $353,213 |
Participant contributions at beginning of year | 2020-12-31 | $293,030 |
Participant contributions at end of year | 2020-12-31 | $56,367 |
Participant contributions at beginning of year | 2020-12-31 | $57,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $193,572 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,474 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $5,778 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $61,889 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $82,178 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $41 |
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 | $3,257,840 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $28,048,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,790,420 |
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 | $5,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,409,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,174,357 |
Interest on participant loans | 2020-12-31 | $13,351 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,286,667 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,322,880 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,220,023 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $295,874 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $18,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,449,082 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2020-12-31 | 300132514 |
2019 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $82,178 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $64,028 |
Total income from all sources (including contributions) | 2019-12-31 | $7,209,805 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,833,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,772,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,652,243 |
Value of total assets at end of year | 2019-12-31 | $24,872,598 |
Value of total assets at beginning of year | 2019-12-31 | $20,478,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,312 |
Total interest from all sources | 2019-12-31 | $14,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $396,313 |
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 | $396,313 |
Administrative expenses professional fees incurred | 2019-12-31 | $61,312 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Contributions received from participants | 2019-12-31 | $1,532,577 |
Participant contributions at end of year | 2019-12-31 | $293,030 |
Participant contributions at beginning of year | 2019-12-31 | $316,662 |
Participant contributions at end of year | 2019-12-31 | $57,699 |
Participant contributions at beginning of year | 2019-12-31 | $43,449 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $617,799 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,778 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $4,808 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $82,178 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $64,028 |
Total non interest bearing cash at end of year | 2019-12-31 | $41 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,376,079 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,790,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,414,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,174,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,722,569 |
Interest on participant loans | 2019-12-31 | $14,222 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,322,880 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,376,688 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,101,768 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $45,259 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 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 |
Contributions received in cash from employer | 2019-12-31 | $501,867 |
Employer contributions (assets) at end of year | 2019-12-31 | $18,813 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $14,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,772,414 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2019-12-31 | 300132514 |
2018 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $64,028 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,089,693 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,130,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,063,938 |
Value of total corrective distributions | 2018-12-31 | $4,069 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,335,062 |
Value of total assets at end of year | 2018-12-31 | $20,478,369 |
Value of total assets at beginning of year | 2018-12-31 | $22,454,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $62,185 |
Total interest from all sources | 2018-12-31 | $13,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $343,786 |
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 | $343,786 |
Administrative expenses professional fees incurred | 2018-12-31 | $62,185 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 |
Contributions received from participants | 2018-12-31 | $1,395,024 |
Participant contributions at end of year | 2018-12-31 | $316,662 |
Participant contributions at beginning of year | 2018-12-31 | $328,760 |
Participant contributions at end of year | 2018-12-31 | $43,449 |
Participant contributions at beginning of year | 2018-12-31 | $47,512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $478,979 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $4,808 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $64,028 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $155 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $152 |
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 | $-2,040,499 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,414,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,454,840 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,722,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,817,586 |
Interest on participant loans | 2018-12-31 | $13,853 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,376,688 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,238,364 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,638,142 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $34,979 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
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 | $461,059 |
Employer contributions (assets) at end of year | 2018-12-31 | $14,193 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $19,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,063,938 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2018-12-31 | 300132514 |
2017 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,025,493 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,420,053 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,302,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,239,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,008,204 |
Value of total assets at end of year | 2017-12-31 | $22,454,840 |
Value of total assets at beginning of year | 2017-12-31 | $18,311,433 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $62,213 |
Total interest from all sources | 2017-12-31 | $13,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $335,704 |
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 | $335,704 |
Administrative expenses professional fees incurred | 2017-12-31 | $62,213 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 |
Contributions received from participants | 2017-12-31 | $1,398,795 |
Participant contributions at end of year | 2017-12-31 | $328,760 |
Participant contributions at beginning of year | 2017-12-31 | $386,480 |
Participant contributions at end of year | 2017-12-31 | $47,512 |
Participant contributions at beginning of year | 2017-12-31 | $38,072 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $137,842 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,613 |
Other income not declared elsewhere | 2017-12-31 | $34 |
Total non interest bearing cash at end of year | 2017-12-31 | $152 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $25,050 |
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 | $2,117,914 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,454,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,311,433 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $19,817,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,747,105 |
Interest on participant loans | 2017-12-31 | $13,249 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,238,364 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,098,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,019,758 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $43,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
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 | $471,567 |
Employer contributions (assets) at end of year | 2017-12-31 | $19,120 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $13,067 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,239,926 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2017-12-31 | 300132514 |
2016 : EVENFLO COMPANY, INC. SAVINGS PLUS 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,751,717 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,628,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,609,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,298,233 |
Value of total assets at end of year | 2016-12-31 | $18,311,433 |
Value of total assets at beginning of year | 2016-12-31 | $17,187,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,357 |
Total interest from all sources | 2016-12-31 | $13,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $257,513 |
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 | $257,513 |
Administrative expenses professional fees incurred | 2016-12-31 | $18,357 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 |
Contributions received from participants | 2016-12-31 | $967,495 |
Participant contributions at end of year | 2016-12-31 | $386,480 |
Participant contributions at beginning of year | 2016-12-31 | $365,952 |
Participant contributions at end of year | 2016-12-31 | $38,072 |
Participant contributions at beginning of year | 2016-12-31 | $35,339 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,233 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $3,613 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,478 |
Other income not declared elsewhere | 2016-12-31 | $4 |
Total non interest bearing cash at end of year | 2016-12-31 | $25,050 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,123,707 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,311,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,187,726 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,747,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,561,898 |
Interest on participant loans | 2016-12-31 | $13,014 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,098,046 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,208,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,148,895 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $34,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
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 | $328,505 |
Employer contributions (assets) at end of year | 2016-12-31 | $13,067 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $12,874 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,609,653 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,150,329 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,296,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,288,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,401,188 |
Value of total assets at end of year | 2015-12-31 | $17,187,726 |
Value of total assets at beginning of year | 2015-12-31 | $19,333,718 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,468 |
Total interest from all sources | 2015-12-31 | $13,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $214,788 |
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 | $214,788 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $1,281 |
Contributions received from participants | 2015-12-31 | $933,903 |
Participant contributions at end of year | 2015-12-31 | $365,952 |
Participant contributions at beginning of year | 2015-12-31 | $455,405 |
Participant contributions at end of year | 2015-12-31 | $35,339 |
Participant contributions at beginning of year | 2015-12-31 | $40,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $159,177 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,478 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,975 |
Other income not declared elsewhere | 2015-12-31 | $1,308 |
Administrative expenses (other) incurred | 2015-12-31 | $7,468 |
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 | $-2,145,992 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,187,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,333,718 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,561,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,724,136 |
Interest on participant loans | 2015-12-31 | $13,648 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,208,185 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,097,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-492,906 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $12,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
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 | $308,108 |
Employer contributions (assets) at end of year | 2015-12-31 | $12,874 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $13,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,288,853 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,763,027 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,087,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,083,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,256,542 |
Value of total assets at end of year | 2014-12-31 | $19,333,718 |
Value of total assets at beginning of year | 2014-12-31 | $20,658,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,440 |
Total interest from all sources | 2014-12-31 | $14,299 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $235,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $235,081 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $1,281 |
Contributions received from participants | 2014-12-31 | $932,963 |
Participant contributions at end of year | 2014-12-31 | $455,405 |
Participant contributions at beginning of year | 2014-12-31 | $429,739 |
Participant contributions at end of year | 2014-12-31 | $40,120 |
Participant contributions at beginning of year | 2014-12-31 | $36,147 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,975 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,818 |
Other income not declared elsewhere | 2014-12-31 | $181 |
Administrative expenses (other) incurred | 2014-12-31 | $4,440 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $50 |
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 | $-1,324,551 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,333,718 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,658,269 |
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 | $16,724,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,067,327 |
Interest on participant loans | 2014-12-31 | $14,299 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,097,512 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,107,720 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,206,987 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $49,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
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 | $323,579 |
Employer contributions (assets) at end of year | 2014-12-31 | $13,570 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $13,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,083,138 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $83,202 |
Total income from all sources (including contributions) | 2013-12-31 | $5,195,050 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,580,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,579,256 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,310,314 |
Value of total assets at end of year | 2013-12-31 | $20,658,269 |
Value of total assets at beginning of year | 2013-12-31 | $18,126,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,302 |
Total interest from all sources | 2013-12-31 | $13,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $147,696 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $147,696 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Contributions received from participants | 2013-12-31 | $899,493 |
Participant contributions at end of year | 2013-12-31 | $429,739 |
Participant contributions at beginning of year | 2013-12-31 | $401,227 |
Participant contributions at end of year | 2013-12-31 | $36,147 |
Participant contributions at beginning of year | 2013-12-31 | $32,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $103,467 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,818 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,784 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $83,202 |
Other income not declared elsewhere | 2013-12-31 | $1,024 |
Administrative expenses (other) incurred | 2013-12-31 | $1,302 |
Total non interest bearing cash at end of year | 2013-12-31 | $50 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $103,239 |
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 | $2,614,492 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,658,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,043,777 |
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 | $14,067,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,622,992 |
Interest on participant loans | 2013-12-31 | $13,641 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,107,720 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,949,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,270,115 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $452,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
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 | $307,354 |
Employer contributions (assets) at end of year | 2013-12-31 | $13,468 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $11,730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,579,256 |
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 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $83,202 |
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 | $3,817,354 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,373,699 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,372,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,637,205 |
Value of total assets at end of year | 2012-12-31 | $18,126,979 |
Value of total assets at beginning of year | 2012-12-31 | $17,600,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,302 |
Total interest from all sources | 2012-12-31 | $14,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $170,639 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $170,639 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,185,955 |
Participant contributions at end of year | 2012-12-31 | $401,227 |
Participant contributions at beginning of year | 2012-12-31 | $388,203 |
Participant contributions at end of year | 2012-12-31 | $32,871 |
Participant contributions at beginning of year | 2012-12-31 | $41,930 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $51,961 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,784 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $7,919 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $83,202 |
Administrative expenses (other) incurred | 2012-12-31 | $1,302 |
Total non interest bearing cash at end of year | 2012-12-31 | $103,239 |
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 | $443,655 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,043,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,600,122 |
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 | $11,622,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,799,667 |
Interest on participant loans | 2012-12-31 | $14,014 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,949,136 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,347,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,570,704 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $424,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $399,289 |
Employer contributions (assets) at end of year | 2012-12-31 | $11,730 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $15,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,372,397 |
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 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $1,638,423 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,628,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,627,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,698,997 |
Value of total assets at end of year | 2011-12-31 | $17,600,122 |
Value of total assets at beginning of year | 2011-12-31 | $17,590,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,300 |
Total interest from all sources | 2011-12-31 | $13,349 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $132,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $132,164 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,241,230 |
Participant contributions at end of year | 2011-12-31 | $388,203 |
Participant contributions at beginning of year | 2011-12-31 | $307,234 |
Participant contributions at end of year | 2011-12-31 | $41,930 |
Participant contributions at beginning of year | 2011-12-31 | $47,169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $37,799 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $7,919 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,032 |
Other income not declared elsewhere | 2011-12-31 | $40 |
Administrative expenses (other) incurred | 2011-12-31 | $1,300 |
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 | $9,744 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,600,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,590,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,799,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,009,506 |
Interest on participant loans | 2011-12-31 | $13,349 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,347,278 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,200,595 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-348,349 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $142,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $419,968 |
Employer contributions (assets) at end of year | 2011-12-31 | $15,125 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $16,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,627,379 |
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 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $3,462,131 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $908,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $853,377 |
Value of total corrective distributions | 2010-12-31 | $53,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,603,166 |
Value of total assets at end of year | 2010-12-31 | $17,590,378 |
Value of total assets at beginning of year | 2010-12-31 | $15,036,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,050 |
Total interest from all sources | 2010-12-31 | $12,400 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $101,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $101,622 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,209,631 |
Participant contributions at end of year | 2010-12-31 | $307,234 |
Participant contributions at beginning of year | 2010-12-31 | $267,984 |
Participant contributions at end of year | 2010-12-31 | $47,169 |
Participant contributions at beginning of year | 2010-12-31 | $47,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,865 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,032 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $7,953 |
Administrative expenses (other) incurred | 2010-12-31 | $1,050 |
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 | $2,554,025 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,590,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,036,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,009,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,013,008 |
Interest on participant loans | 2010-12-31 | $12,400 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,200,595 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,685,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,280,836 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $464,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $389,670 |
Employer contributions (assets) at end of year | 2010-12-31 | $16,842 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $14,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $853,377 |
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 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : EVENFLO COMPANY, INC. SAVINGS PLUS 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 |
2022: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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: EVENFLO COMPANY, INC. SAVINGS PLUS 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 |