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Plan Name | EVENFLO CO., INC. 401(K) RETIREMENT PLAN |
Plan identification number | 005 |
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 |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | ||||
005 | 2017-01-01 | KELSEY JOHNSON | STEVE DELONG | 2018-10-11 | |
005 | 2016-01-01 | KELSEY JOHNSON | STEVE DELONG | 2017-10-16 | |
005 | 2015-01-01 | KELSEY JOHNSON | STEVE DELONG | 2016-10-14 | |
005 | 2014-01-01 | STEVE DELONG | |||
005 | 2013-01-01 | DAVID MCGILLIVARY | |||
005 | 2012-01-01 | DAVID MCGILLIVARY | |||
005 | 2011-01-01 | DAVID MCGILLIVARY | |||
005 | 2010-01-01 | DENNIS PREGENT | |||
005 | 2009-01-01 | DENNIS PREGENT |
Measure | Date | Value |
---|---|---|
2022: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 271 |
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 | 64 |
Total of all active and inactive participants | 2021-01-01 | 335 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 335 |
Number of participants with account balances | 2021-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 114 |
2020: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 299 |
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 | 72 |
Total of all active and inactive participants | 2020-01-01 | 371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 371 |
Number of participants with account balances | 2020-01-01 | 350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 67 |
2019: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 351 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 290 |
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 | 43 |
Total of all active and inactive participants | 2019-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 333 |
Number of participants with account balances | 2019-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 95 |
2018: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 336 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 68 |
Total of all active and inactive participants | 2018-01-01 | 351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 351 |
Number of participants with account balances | 2018-01-01 | 340 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 102 |
2017: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 336 |
Number of participants with account balances | 2017-01-01 | 311 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 81 |
2016: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 301 |
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 | 33 |
Total of all active and inactive participants | 2016-01-01 | 334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 335 |
Number of participants with account balances | 2016-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 64 |
2015: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 290 |
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 | 33 |
Total of all active and inactive participants | 2015-01-01 | 323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 323 |
Number of participants with account balances | 2015-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 72 |
2014: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 232 |
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 | 11 |
Total of all active and inactive participants | 2014-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 244 |
Number of participants with account balances | 2014-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 17 |
2013: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 227 |
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 | 17 |
Total of all active and inactive participants | 2013-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 244 |
Number of participants with account balances | 2013-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 242 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 263 |
Number of participants with account balances | 2012-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
2011: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 261 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 275 |
Number of participants with account balances | 2011-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 14 |
2010: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 276 |
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 | 20 |
Total of all active and inactive participants | 2010-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 296 |
Number of participants with account balances | 2010-01-01 | 259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 298 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 293 |
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 | 11 |
Total of all active and inactive participants | 2009-01-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 304 |
Number of participants with account balances | 2009-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-27 | $0 |
Total transfer of assets from this plan | 2022-12-27 | $7,245,990 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-27 | $74 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-27 | $0 |
Total income from all sources (including contributions) | 2022-12-27 | $-1,199,175 |
Total loss/gain on sale of assets | 2022-12-27 | $0 |
Total of all expenses incurred | 2022-12-27 | $1,086,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-27 | $1,037,336 |
Value of total corrective distributions | 2022-12-27 | $245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-27 | $748,754 |
Value of total assets at end of year | 2022-12-27 | $74 |
Value of total assets at beginning of year | 2022-12-27 | $9,531,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-27 | $48,530 |
Total interest from all sources | 2022-12-27 | $9,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-27 | $287,067 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-27 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-27 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-27 | $287,067 |
Was this plan covered by a fidelity bond | 2022-12-27 | Yes |
Value of fidelity bond cover | 2022-12-27 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-27 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-27 | No |
Contributions received from participants | 2022-12-27 | $544,083 |
Participant contributions at end of year | 2022-12-27 | $0 |
Participant contributions at beginning of year | 2022-12-27 | $314,975 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-27 | $74 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-27 | $0 |
Administrative expenses (other) incurred | 2022-12-27 | $35,194 |
Total non interest bearing cash at end of year | 2022-12-27 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-27 | $15,939 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-27 | No |
Value of net income/loss | 2022-12-27 | $-2,285,286 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-27 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-27 | $9,531,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-27 | No |
Investment advisory and management fees | 2022-12-27 | $13,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-27 | $74 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-27 | $8,921,797 |
Interest on participant loans | 2022-12-27 | $9,039 |
Value of interest in common/collective trusts at end of year | 2022-12-27 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-27 | $278,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-27 | $-2,244,167 |
Net investment gain or loss from common/collective trusts | 2022-12-27 | $132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-27 | No |
Contributions received in cash from employer | 2022-12-27 | $204,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-27 | $1,037,336 |
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 | 2022-12-27 | Yes |
Did the plan have assets held for investment | 2022-12-27 | 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 | 2022-12-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-27 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-27 | Unqualified |
Accountancy firm name | 2022-12-27 | BRIXEY & MEYER, INC. |
Accountancy firm EIN | 2022-12-27 | 300132514 |
2021 : EVENFLO CO., INC. 401(K) RETIREMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $299 |
Total income from all sources (including contributions) | 2021-12-31 | $2,264,438 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $921,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $877,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $751,637 |
Value of total assets at end of year | 2021-12-31 | $9,531,276 |
Value of total assets at beginning of year | 2021-12-31 | $8,188,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $43,398 |
Total interest from all sources | 2021-12-31 | $12,547 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $714,053 |
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 | $714,053 |
Administrative expenses professional fees incurred | 2021-12-31 | $35,773 |
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 | $519,894 |
Participant contributions at end of year | 2021-12-31 | $314,975 |
Participant contributions at beginning of year | 2021-12-31 | $272,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $35,000 |
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 | $429 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $299 |
Other income not declared elsewhere | 2021-12-31 | $1,899 |
Total non interest bearing cash at end of year | 2021-12-31 | $15,939 |
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 | $1,343,134 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,531,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,188,142 |
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 | $7,625 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,921,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,577,829 |
Interest on participant loans | 2021-12-31 | $12,547 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $278,565 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $337,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $781,946 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,356 |
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 | $196,743 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $877,906 |
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 CO., INC. 401(K) RETIREMENT 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 | $299 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $418 |
Total income from all sources (including contributions) | 2020-12-31 | $1,887,163 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $842,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $815,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $583,998 |
Value of total assets at end of year | 2020-12-31 | $8,188,441 |
Value of total assets at beginning of year | 2020-12-31 | $7,143,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,329 |
Total interest from all sources | 2020-12-31 | $12,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $101,171 |
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 | $101,171 |
Administrative expenses professional fees incurred | 2020-12-31 | $25,454 |
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 | $483,224 |
Participant contributions at end of year | 2020-12-31 | $272,407 |
Participant contributions at beginning of year | 2020-12-31 | $278,340 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $429 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $596 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $299 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $418 |
Other income not declared elsewhere | 2020-12-31 | $582 |
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 | $55 |
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 | $1,044,831 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,188,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,143,311 |
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 | $1,875 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,577,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,559,092 |
Interest on participant loans | 2020-12-31 | $12,337 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $337,776 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $305,646 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,184,281 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,794 |
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 | $100,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $815,003 |
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 CO., INC. 401(K) RETIREMENT 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 | $418 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $300 |
Total income from all sources (including contributions) | 2019-12-31 | $2,101,143 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,218,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,193,885 |
Value of total corrective distributions | 2019-12-31 | $88 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $667,345 |
Value of total assets at end of year | 2019-12-31 | $7,143,729 |
Value of total assets at beginning of year | 2019-12-31 | $6,260,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,415 |
Total interest from all sources | 2019-12-31 | $13,275 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $106,450 |
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 | $106,450 |
Administrative expenses professional fees incurred | 2019-12-31 | $24,415 |
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 | $474,439 |
Participant contributions at end of year | 2019-12-31 | $278,340 |
Participant contributions at beginning of year | 2019-12-31 | $304,470 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $596 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $563 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $418 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $300 |
Other income not declared elsewhere | 2019-12-31 | $1,107 |
Total non interest bearing cash at end of year | 2019-12-31 | $55 |
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 | $882,755 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,143,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,260,556 |
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 | $6,559,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,646,931 |
Interest on participant loans | 2019-12-31 | $13,275 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $305,646 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $308,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,307,130 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,836 |
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 | $192,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,193,885 |
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 CO., INC. 401(K) RETIREMENT 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 | $300 |
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 | $484,201 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $888,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $863,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $727,361 |
Value of total assets at end of year | 2018-12-31 | $6,260,856 |
Value of total assets at beginning of year | 2018-12-31 | $6,664,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $25,007 |
Total interest from all sources | 2018-12-31 | $11,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $104,576 |
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 | $104,576 |
Administrative expenses professional fees incurred | 2018-12-31 | $25,007 |
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 | $402,951 |
Participant contributions at end of year | 2018-12-31 | $304,470 |
Participant contributions at beginning of year | 2018-12-31 | $331,387 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $12,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $161,683 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $563 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $385 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $300 |
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 | $2,539 |
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 | $20 |
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 | $-404,285 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,260,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,664,841 |
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 | $5,646,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,049,107 |
Interest on participant loans | 2018-12-31 | $11,896 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $308,892 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $265,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-366,582 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,411 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $162,727 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $5,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $863,479 |
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 CO., INC. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $1,699,592 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $697,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $673,618 |
Value of total corrective distributions | 2017-12-31 | $115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $546,167 |
Value of total assets at end of year | 2017-12-31 | $6,664,841 |
Value of total assets at beginning of year | 2017-12-31 | $5,663,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $24,049 |
Total interest from all sources | 2017-12-31 | $10,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $96,119 |
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 | $96,119 |
Administrative expenses professional fees incurred | 2017-12-31 | $24,049 |
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 | $379,624 |
Participant contributions at end of year | 2017-12-31 | $331,387 |
Participant contributions at beginning of year | 2017-12-31 | $374,099 |
Participant contributions at end of year | 2017-12-31 | $12,575 |
Participant contributions at beginning of year | 2017-12-31 | $14,664 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $414 |
Other income not declared elsewhere | 2017-12-31 | $1,504 |
Total non interest bearing cash at end of year | 2017-12-31 | $20 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,001,810 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,664,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,663,031 |
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 | $6,049,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,999,748 |
Interest earned on other investments | 2017-12-31 | $10,809 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $265,613 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $267,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,039,625 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,368 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $166,543 |
Employer contributions (assets) at end of year | 2017-12-31 | $5,754 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $673,618 |
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 CO., INC. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $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 | $878,973 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $453,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $444,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $478,470 |
Value of total assets at end of year | 2016-12-31 | $5,663,031 |
Value of total assets at beginning of year | 2016-12-31 | $5,237,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,570 |
Total interest from all sources | 2016-12-31 | $11,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $78,725 |
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 | $78,725 |
Administrative expenses professional fees incurred | 2016-12-31 | $9,570 |
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 | $330,021 |
Participant contributions at end of year | 2016-12-31 | $374,099 |
Participant contributions at beginning of year | 2016-12-31 | $326,021 |
Participant contributions at end of year | 2016-12-31 | $14,664 |
Participant contributions at beginning of year | 2016-12-31 | $13,158 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $414 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $452 |
Other income not declared elsewhere | 2016-12-31 | $-561 |
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 | $425,258 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,663,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,237,773 |
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 | $4,999,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,608,249 |
Interest on participant loans | 2016-12-31 | $11,941 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $267,227 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $283,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $306,307 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,091 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $148,449 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,879 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $6,143 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $444,145 |
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 CO., INC. 401(K) RETIREMENT 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 | $480,376 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $527,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $521,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $506,182 |
Value of total assets at end of year | 2015-12-31 | $5,237,773 |
Value of total assets at beginning of year | 2015-12-31 | $5,284,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,301 |
Total interest from all sources | 2015-12-31 | $10,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $68,856 |
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 | $68,856 |
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 | $574 |
Contributions received from participants | 2015-12-31 | $334,472 |
Participant contributions at end of year | 2015-12-31 | $326,021 |
Participant contributions at beginning of year | 2015-12-31 | $299,919 |
Participant contributions at end of year | 2015-12-31 | $13,158 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $15,316 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $452 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $371 |
Other income not declared elsewhere | 2015-12-31 | $1,315 |
Administrative expenses (other) incurred | 2015-12-31 | $5,301 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $91 |
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 | $-46,626 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,237,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,284,399 |
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 | $4,608,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,707,962 |
Interest on participant loans | 2015-12-31 | $10,745 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $283,750 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $276,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-108,384 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,662 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $156,394 |
Employer contributions (assets) at end of year | 2015-12-31 | $6,143 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $521,701 |
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 CO., INC. 401(K) RETIREMENT 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 | $835,215 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $524,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $520,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $405,220 |
Value of total assets at end of year | 2014-12-31 | $5,284,399 |
Value of total assets at beginning of year | 2014-12-31 | $4,973,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,496 |
Total interest from all sources | 2014-12-31 | $10,841 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $61,530 |
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 | $61,530 |
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 | $574 |
Contributions received from participants | 2014-12-31 | $277,911 |
Participant contributions at end of year | 2014-12-31 | $299,919 |
Participant contributions at beginning of year | 2014-12-31 | $353,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,197 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $371 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $335 |
Administrative expenses (other) incurred | 2014-12-31 | $3,496 |
Total non interest bearing cash at end of year | 2014-12-31 | $91 |
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 | $311,133 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,284,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,973,266 |
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 | $4,707,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,897,863 |
Interest on participant loans | 2014-12-31 | $10,841 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $276,056 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,721,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $351,487 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,137 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $126,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $520,586 |
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 CO., INC. 401(K) RETIREMENT 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 | $424 |
Total income from all sources (including contributions) | 2013-12-31 | $1,275,211 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $208,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $205,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $365,612 |
Value of total assets at end of year | 2013-12-31 | $4,973,266 |
Value of total assets at beginning of year | 2013-12-31 | $3,907,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,900 |
Total interest from all sources | 2013-12-31 | $9,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $29,885 |
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 | $29,885 |
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 | $245,740 |
Participant contributions at end of year | 2013-12-31 | $353,963 |
Participant contributions at beginning of year | 2013-12-31 | $298,128 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,089 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $335 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $459 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $424 |
Other income not declared elsewhere | 2013-12-31 | $195 |
Administrative expenses (other) incurred | 2013-12-31 | $2,900 |
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 | $1,066,383 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,973,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,906,883 |
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 | $2,897,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,150,726 |
Interest on participant loans | 2013-12-31 | $9,989 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,721,105 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,457,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $656,002 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $213,528 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $110,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $205,928 |
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 CO., INC. 401(K) RETIREMENT 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 | $424 |
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 | $821,608 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $276,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $274,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $381,405 |
Value of total assets at end of year | 2012-12-31 | $3,907,307 |
Value of total assets at beginning of year | 2012-12-31 | $3,361,364 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,050 |
Total interest from all sources | 2012-12-31 | $9,481 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $28,247 |
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 | $28,247 |
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 | $261,995 |
Participant contributions at end of year | 2012-12-31 | $298,128 |
Participant contributions at beginning of year | 2012-12-31 | $260,676 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $616 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $424 |
Administrative expenses (other) incurred | 2012-12-31 | $2,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $545,519 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,906,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,361,364 |
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 | $2,150,726 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,781,722 |
Interest on participant loans | 2012-12-31 | $9,481 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,457,994 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,318,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $259,200 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $143,275 |
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 | $119,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $274,039 |
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 CO., INC. 401(K) RETIREMENT 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 | $26,518 |
Total income from all sources (including contributions) | 2011-12-31 | $366,913 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $157,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $154,324 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $370,930 |
Value of total assets at end of year | 2011-12-31 | $3,361,364 |
Value of total assets at beginning of year | 2011-12-31 | $3,178,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,250 |
Total interest from all sources | 2011-12-31 | $8,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $21,459 |
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 | $21,459 |
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 | $251,908 |
Participant contributions at end of year | 2011-12-31 | $260,676 |
Participant contributions at beginning of year | 2011-12-31 | $193,188 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $616 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $703 |
Administrative expenses (other) incurred | 2011-12-31 | $1,250 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $26,518 |
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 | $209,679 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,361,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,151,685 |
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 | $1,781,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,779,752 |
Interest on participant loans | 2011-12-31 | $8,445 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,318,350 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,178,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-30,956 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-2,965 |
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 | $119,022 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $154,324 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $26,518 |
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 CO., INC. 401(K) RETIREMENT 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 | $26,518 |
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 | $652,815 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $117,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $116,513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $290,022 |
Value of total assets at end of year | 2010-12-31 | $3,178,203 |
Value of total assets at beginning of year | 2010-12-31 | $2,616,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,300 |
Total interest from all sources | 2010-12-31 | $8,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $17,387 |
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 | $17,387 |
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 | $199,824 |
Participant contributions at end of year | 2010-12-31 | $193,188 |
Participant contributions at beginning of year | 2010-12-31 | $178,349 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $703 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $623 |
Other income not declared elsewhere | 2010-12-31 | $1,929 |
Administrative expenses (other) incurred | 2010-12-31 | $1,300 |
Total non interest bearing cash at end of year | 2010-12-31 | $26,518 |
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 | $535,002 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,151,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,616,683 |
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 | $1,779,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,461,951 |
Interest on participant loans | 2010-12-31 | $8,835 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,178,042 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $975,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $222,079 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $112,563 |
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 | $90,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $116,513 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $26,518 |
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 CO., INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: EVENFLO CO., INC. 401(K) RETIREMENT 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 | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 CO., INC. 401(K) RETIREMENT 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 CO., INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EVENFLO CO., INC. 401(K) RETIREMENT 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 CO., INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EVENFLO CO., INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |