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Plan Name | ELFORD, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | ELFORD, INC. |
Employer identification number (EIN): | 314371060 |
NAIC Classification: | 236200 |
Additional information about ELFORD, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1949-06-14 |
Company Identification Number: | 213469 |
Legal Registered Office Address: |
1220 DUBLIN RD - COLUMBUS United States of America (USA) 43215 |
More information about ELFORD, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ED KENDALL | 2023-03-22 | ||
001 | 2020-07-01 | ED KENDALL | 2022-03-14 | ||
001 | 2019-07-01 | EDWARD STRAUB | 2021-04-13 | ||
001 | 2018-07-01 | EDWARD STRAUB | 2020-03-31 | ||
001 | 2017-07-01 | EDWARD STRAUB | 2019-03-01 | ||
001 | 2016-07-01 | ED STRAUB | 2018-04-11 | ||
001 | 2015-07-01 | ED STRAUB | 2017-03-31 | ||
001 | 2014-07-01 | ED STRAUB | 2016-03-30 | ||
001 | 2013-07-01 | ED STRAUB | 2015-04-10 | ||
001 | 2012-07-01 | CHRIS FISHER | 2014-04-11 | ||
001 | 2011-07-01 | CHRIS FISHER | 2013-03-26 | ||
001 | 2010-07-01 | CHRIS FISHER | |||
001 | 2009-07-01 | CHRIS FISHER |
Measure | Date | Value |
---|---|---|
2022: ELFORD, INC. RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-06-30 | 5,952,105 |
Acturial value of plan assets | 2022-06-30 | 5,952,105 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 2,631,188 |
Number of terminated vested participants | 2022-06-30 | 40 |
Fundng target for terminated vested participants | 2022-06-30 | 1,261,996 |
Active participant vested funding target | 2022-06-30 | 1,965,805 |
Number of active participants | 2022-06-30 | 20 |
Total funding liabilities for active participants | 2022-06-30 | 1,986,595 |
Total participant count | 2022-06-30 | 76 |
Total funding target for all participants | 2022-06-30 | 5,879,779 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 0 |
Present value of excess contributions | 2022-06-30 | 96,697 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 102,189 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
Total employer contributions | 2022-06-30 | 146,839 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 141,780 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Additional cash requirement | 2022-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 141,780 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: ELFORD, INC. RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-06-30 | 5,547,345 |
Acturial value of plan assets | 2021-06-30 | 5,547,345 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 2,436,475 |
Number of terminated vested participants | 2021-06-30 | 42 |
Fundng target for terminated vested participants | 2021-06-30 | 1,615,746 |
Active participant vested funding target | 2021-06-30 | 1,878,558 |
Number of active participants | 2021-06-30 | 20 |
Total funding liabilities for active participants | 2021-06-30 | 1,904,972 |
Total participant count | 2021-06-30 | 77 |
Total funding target for all participants | 2021-06-30 | 5,957,193 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 16,725 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 17,643 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 140,000 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 135,176 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 409,848 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 38,479 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 38,479 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 135,176 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: ELFORD, INC. RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-06-30 | 5,765,568 |
Acturial value of plan assets | 2020-06-30 | 5,765,568 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 2,482,563 |
Number of terminated vested participants | 2020-06-30 | 40 |
Fundng target for terminated vested participants | 2020-06-30 | 1,637,876 |
Active participant vested funding target | 2020-06-30 | 2,058,901 |
Number of active participants | 2020-06-30 | 25 |
Total funding liabilities for active participants | 2020-06-30 | 2,194,381 |
Total participant count | 2020-06-30 | 79 |
Total funding target for all participants | 2020-06-30 | 6,314,820 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 12,294 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 12,989 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 150,000 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 143,579 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 549,252 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 126,854 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 126,854 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 143,579 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: ELFORD, INC. RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-06-30 | 5,513,267 |
Acturial value of plan assets | 2019-06-30 | 5,513,267 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 2,593,186 |
Number of terminated vested participants | 2019-06-30 | 41 |
Fundng target for terminated vested participants | 2019-06-30 | 1,429,263 |
Active participant vested funding target | 2019-06-30 | 1,975,490 |
Number of active participants | 2019-06-30 | 15 |
Total funding liabilities for active participants | 2019-06-30 | 2,039,254 |
Total participant count | 2019-06-30 | 80 |
Total funding target for all participants | 2019-06-30 | 6,061,703 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 9,367 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 9,917 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 130,000 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 124,062 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 548,436 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 111,768 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 111,768 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 124,062 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: ELFORD, INC. RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-06-30 | 5,575,363 |
Acturial value of plan assets | 2018-06-30 | 5,575,363 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 2,724,009 |
Number of terminated vested participants | 2018-06-30 | 42 |
Fundng target for terminated vested participants | 2018-06-30 | 1,459,749 |
Active participant vested funding target | 2018-06-30 | 1,824,170 |
Number of active participants | 2018-06-30 | 25 |
Total funding liabilities for active participants | 2018-06-30 | 1,854,396 |
Total participant count | 2018-06-30 | 81 |
Total funding target for all participants | 2018-06-30 | 6,038,154 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 3 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 3 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 100,000 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 96,597 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 462,791 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 87,230 |
Additional cash requirement | 2018-06-30 | 87,230 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 96,597 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: ELFORD, INC. RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-06-30 | 5,467,411 |
Acturial value of plan assets | 2017-06-30 | 5,467,411 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 2,871,980 |
Number of terminated vested participants | 2017-06-30 | 45 |
Fundng target for terminated vested participants | 2017-06-30 | 1,506,988 |
Active participant vested funding target | 2017-06-30 | 1,631,982 |
Number of active participants | 2017-06-30 | 24 |
Total funding liabilities for active participants | 2017-06-30 | 1,666,567 |
Total participant count | 2017-06-30 | 83 |
Total funding target for all participants | 2017-06-30 | 6,045,535 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 194,029 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 194,029 |
Present value of excess contributions | 2017-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 190,459 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 101,309 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 95,523 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 578,124 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 95,520 |
Additional cash requirement | 2017-06-30 | 95,520 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 95,523 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2010: ELFORD, INC. RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 44 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 47 |
Total of all active and inactive participants | 2010-07-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 1 |
Total participants | 2010-07-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 1 |
2009: ELFORD, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 52 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 44 |
Total of all active and inactive participants | 2009-07-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
Total participants | 2009-07-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
---|---|---|
2011 : ELFORD, INC. RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $1,088,978 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $482,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $482,905 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $0 |
Value of total assets at end of year | 2011-06-30 | $6,389,539 |
Value of total assets at beginning of year | 2011-06-30 | $5,783,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $0 |
Total interest from all sources | 2011-06-30 | $13 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $153,856 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $153,856 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $15,054 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $13,816 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $606,073 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $6,389,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,783,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $6,246,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $5,652,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $127,987 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $116,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $116,743 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $935,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $482,905 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | GBQ PARTNERS LLC |
Accountancy firm EIN | 2011-06-30 | 202122306 |
2010 : ELFORD, INC. RETIREMENT PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2010: ELFORD, INC. RETIREMENT PLAN 2010 form 5500 responses | ||
---|---|---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: ELFORD, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |