OHIO MACHINERY CO. has sponsored the creation of one or more 401k plans.
Additional information about OHIO MACHINERY CO.
Measure | Date | Value |
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2022 : OHIO CAT UNION 401K PLAN 2022 401k financial data |
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Total transfer of assets to this plan | 2022-12-31 | $48,667 |
Total transfer of assets from this plan | 2022-12-31 | $491,721 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,777,180 |
Total of all expenses incurred | 2022-12-31 | $2,540,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,502,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,459,579 |
Value of total assets at end of year | 2022-12-31 | $16,816,180 |
Value of total assets at beginning of year | 2022-12-31 | $21,576,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,947 |
Total interest from all sources | 2022-12-31 | $86,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $252,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $252,178 |
Administrative expenses professional fees incurred | 2022-12-31 | $6,525 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,400,704 |
Participant contributions at end of year | 2022-12-31 | $418,289 |
Participant contributions at beginning of year | 2022-12-31 | $338,924 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,875 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $165 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $88 |
Administrative expenses (other) incurred | 2022-12-31 | $24,089 |
Total non interest bearing cash at end of year | 2022-12-31 | $6,527 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $16,078 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,317,331 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,816,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,576,565 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $7,333 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,622,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,318,047 |
Interest on participant loans | 2022-12-31 | $22,743 |
Interest earned on other investments | 2022-12-31 | $63,629 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,305 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,286 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,763,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,898,007 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,575,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,502,204 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : OHIO CAT UNION 401K PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $176,382 |
Total transfer of assets from this plan | 2021-12-31 | $126,130 |
Total income from all sources (including contributions) | 2021-12-31 | $4,485,871 |
Total of all expenses incurred | 2021-12-31 | $2,083,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,000,851 |
Value of total corrective distributions | 2021-12-31 | $15,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,672,616 |
Value of total assets at end of year | 2021-12-31 | $21,576,565 |
Value of total assets at beginning of year | 2021-12-31 | $19,123,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $67,354 |
Total interest from all sources | 2021-12-31 | $82,307 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $435,742 |
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 | $435,742 |
Administrative expenses professional fees incurred | 2021-12-31 | $6,400 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,454,393 |
Participant contributions at end of year | 2021-12-31 | $338,924 |
Participant contributions at beginning of year | 2021-12-31 | $283,863 |
Participant contributions at end of year | 2021-12-31 | $135 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $218,223 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $88 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $86 |
Administrative expenses (other) incurred | 2021-12-31 | $52,954 |
Total non interest bearing cash at end of year | 2021-12-31 | $16,078 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $30,797 |
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 | $2,402,631 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,576,565 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,123,682 |
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 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,318,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,864,308 |
Interest on participant loans | 2021-12-31 | $19,116 |
Interest earned on other investments | 2021-12-31 | $63,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,286 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,028 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,898,007 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,942,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,295,206 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,000,851 |
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 | No |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : OHIO CAT UNION 401K PLAN 2020 401k financial data |
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Total transfer of assets to this plan | 2020-12-31 | $102,154 |
Total transfer of assets from this plan | 2020-12-31 | $42,192 |
Total income from all sources (including contributions) | 2020-12-31 | $3,957,680 |
Total of all expenses incurred | 2020-12-31 | $2,058,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,011,995 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,606,735 |
Value of total assets at end of year | 2020-12-31 | $19,123,682 |
Value of total assets at beginning of year | 2020-12-31 | $17,164,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $46,927 |
Total interest from all sources | 2020-12-31 | $79,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $253,236 |
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 | $253,236 |
Administrative expenses professional fees incurred | 2020-12-31 | $6,400 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,501,176 |
Participant contributions at end of year | 2020-12-31 | $283,863 |
Participant contributions at beginning of year | 2020-12-31 | $292,170 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $105,521 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $86 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $6 |
Administrative expenses (other) incurred | 2020-12-31 | $34,527 |
Total non interest bearing cash at end of year | 2020-12-31 | $30,797 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $27,664 |
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 | $1,898,758 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,123,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,164,962 |
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 | $6,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,864,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,077,037 |
Interest on participant loans | 2020-12-31 | $19,346 |
Interest earned on other investments | 2020-12-31 | $59,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,028 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,942,600 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,768,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,018,599 |
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 | $38 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,011,995 |
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 | 2020-12-31 | No |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : OHIO CAT UNION 401K PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $5,044 |
Total transfer of assets to this plan | 2019-12-31 | $5,044 |
Total transfer of assets from this plan | 2019-12-31 | $137,788 |
Total transfer of assets from this plan | 2019-12-31 | $137,788 |
Total income from all sources (including contributions) | 2019-12-31 | $4,752,429 |
Total income from all sources (including contributions) | 2019-12-31 | $4,752,429 |
Total of all expenses incurred | 2019-12-31 | $1,227,145 |
Total of all expenses incurred | 2019-12-31 | $1,227,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,180,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,180,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,770,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,770,338 |
Value of total assets at end of year | 2019-12-31 | $17,164,962 |
Value of total assets at end of year | 2019-12-31 | $17,164,962 |
Value of total assets at beginning of year | 2019-12-31 | $13,772,422 |
Value of total assets at beginning of year | 2019-12-31 | $13,772,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $47,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $47,057 |
Total interest from all sources | 2019-12-31 | $72,477 |
Total interest from all sources | 2019-12-31 | $72,477 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $278,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $278,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $278,760 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $278,760 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,400 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,400 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,552,905 |
Contributions received from participants | 2019-12-31 | $1,552,905 |
Participant contributions at end of year | 2019-12-31 | $292,170 |
Participant contributions at end of year | 2019-12-31 | $292,170 |
Participant contributions at beginning of year | 2019-12-31 | $295,967 |
Participant contributions at beginning of year | 2019-12-31 | $295,967 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $47,692 |
Participant contributions at beginning of year | 2019-12-31 | $47,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $217,433 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $217,433 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $315 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $315 |
Administrative expenses (other) incurred | 2019-12-31 | $32,657 |
Administrative expenses (other) incurred | 2019-12-31 | $32,657 |
Total non interest bearing cash at end of year | 2019-12-31 | $27,664 |
Total non interest bearing cash at end of year | 2019-12-31 | $27,664 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $14,101 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $14,101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,525,284 |
Value of net income/loss | 2019-12-31 | $3,525,284 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,164,962 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,164,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,772,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,772,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,000 |
Investment advisory and management fees | 2019-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,077,037 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,077,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,795,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,795,838 |
Interest on participant loans | 2019-12-31 | $20,018 |
Interest on participant loans | 2019-12-31 | $20,018 |
Interest earned on other investments | 2019-12-31 | $52,459 |
Interest earned on other investments | 2019-12-31 | $52,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,768,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,768,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,618,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,618,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,630,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,630,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,180,088 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,180,088 |
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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : OHIO CAT UNION 401K PLAN 2018 401k financial data |
---|
Total transfer of assets to this plan | 2018-12-31 | $20,556 |
Total income from all sources (including contributions) | 2018-12-31 | $515,893 |
Total of all expenses incurred | 2018-12-31 | $906,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $846,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,473,770 |
Value of total assets at end of year | 2018-12-31 | $13,772,422 |
Value of total assets at beginning of year | 2018-12-31 | $14,142,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,209 |
Total interest from all sources | 2018-12-31 | $64,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $280,915 |
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 | $280,915 |
Administrative expenses professional fees incurred | 2018-12-31 | $6,250 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,438,941 |
Participant contributions at end of year | 2018-12-31 | $295,967 |
Participant contributions at beginning of year | 2018-12-31 | $266,388 |
Participant contributions at end of year | 2018-12-31 | $47,692 |
Participant contributions at beginning of year | 2018-12-31 | $43,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $34,829 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $315 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $190 |
Administrative expenses (other) incurred | 2018-12-31 | $45,959 |
Total non interest bearing cash at end of year | 2018-12-31 | $14,101 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $15,765 |
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 | $-391,047 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,772,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,142,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,795,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,178,816 |
Interest on participant loans | 2018-12-31 | $14,597 |
Interest earned on other investments | 2018-12-31 | $49,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,136 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,618,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,634,816 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,303,262 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $846,731 |
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 | 2018-12-31 | No |
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 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : OHIO CAT UNION 401K PLAN 2017 401k financial data |
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Total transfer of assets from this plan | 2017-12-31 | $68,526 |
Total income from all sources (including contributions) | 2017-12-31 | $3,319,507 |
Total of all expenses incurred | 2017-12-31 | $466,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $425,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,283,289 |
Value of total assets at end of year | 2017-12-31 | $14,142,913 |
Value of total assets at beginning of year | 2017-12-31 | $11,358,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $40,992 |
Total interest from all sources | 2017-12-31 | $57,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $238,329 |
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 | $238,329 |
Administrative expenses professional fees incurred | 2017-12-31 | $6,125 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,201,261 |
Participant contributions at end of year | 2017-12-31 | $266,388 |
Participant contributions at beginning of year | 2017-12-31 | $298,109 |
Participant contributions at end of year | 2017-12-31 | $43,802 |
Participant contributions at beginning of year | 2017-12-31 | $38,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $82,028 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $190 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $194 |
Administrative expenses (other) incurred | 2017-12-31 | $26,867 |
Total non interest bearing cash at end of year | 2017-12-31 | $15,765 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $6,123 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,852,552 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,142,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,358,887 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,178,816 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,510,627 |
Interest on participant loans | 2017-12-31 | $14,790 |
Interest earned on other investments | 2017-12-31 | $42,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,812 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,634,816 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,502,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,740,888 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $425,963 |
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 | 2017-12-31 | No |
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 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : OHIO CAT UNION 401K PLAN 2016 401k financial data |
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Total transfer of assets from this plan | 2016-12-31 | $8,434 |
Total income from all sources (including contributions) | 2016-12-31 | $1,940,796 |
Total of all expenses incurred | 2016-12-31 | $458,249 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $413,756 |
Value of total corrective distributions | 2016-12-31 | $7,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,127,673 |
Value of total assets at end of year | 2016-12-31 | $11,358,887 |
Value of total assets at beginning of year | 2016-12-31 | $9,884,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $37,012 |
Total interest from all sources | 2016-12-31 | $44,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $157,028 |
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 | $157,028 |
Administrative expenses professional fees incurred | 2016-12-31 | $6,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 | $1,092,835 |
Participant contributions at end of year | 2016-12-31 | $298,109 |
Participant contributions at beginning of year | 2016-12-31 | $249,550 |
Participant contributions at end of year | 2016-12-31 | $38,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $34,838 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $194 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $111 |
Administrative expenses (other) incurred | 2016-12-31 | $23,012 |
Total non interest bearing cash at end of year | 2016-12-31 | $6,123 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,482,547 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,358,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,884,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,510,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,339,207 |
Interest on participant loans | 2016-12-31 | $12,980 |
Interest earned on other investments | 2016-12-31 | $31,306 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,812 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,502,459 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,293,531 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $611,809 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $413,756 |
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 | 2016-12-31 | No |
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 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : OHIO CAT UNION 401K PLAN 2015 401k financial data |
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Total transfer of assets to this plan | 2015-12-31 | $5,101 |
Total income from all sources (including contributions) | 2015-12-31 | $1,030,651 |
Total of all expenses incurred | 2015-12-31 | $607,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $567,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,066,421 |
Value of total assets at end of year | 2015-12-31 | $9,884,774 |
Value of total assets at beginning of year | 2015-12-31 | $9,456,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $40,265 |
Total interest from all sources | 2015-12-31 | $43,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $147,462 |
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 | $147,462 |
Administrative expenses professional fees incurred | 2015-12-31 | $12,375 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 | No |
Contributions received from participants | 2015-12-31 | $988,655 |
Participant contributions at end of year | 2015-12-31 | $249,550 |
Participant contributions at beginning of year | 2015-12-31 | $260,724 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $77,766 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $111 |
Administrative expenses (other) incurred | 2015-12-31 | $19,890 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,375 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $4,045 |
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 | $423,316 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,884,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,456,357 |
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 | $8,339,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,983,110 |
Interest on participant loans | 2015-12-31 | $12,582 |
Interest earned on other investments | 2015-12-31 | $30,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,293,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,208,286 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-226,350 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $567,070 |
Contract administrator fees | 2015-12-31 | $8,000 |
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 | 2015-12-31 | No |
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 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : OHIO CAT UNION 401K PLAN 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $17,093 |
Total income from all sources (including contributions) | 2014-12-31 | $1,765,052 |
Total of all expenses incurred | 2014-12-31 | $748,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $723,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,272,285 |
Value of total assets at end of year | 2014-12-31 | $9,456,357 |
Value of total assets at beginning of year | 2014-12-31 | $8,422,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $24,944 |
Total interest from all sources | 2014-12-31 | $38,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $112,315 |
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 | $112,315 |
Administrative expenses professional fees incurred | 2014-12-31 | $6,602 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $749,538 |
Participant contributions at end of year | 2014-12-31 | $260,724 |
Participant contributions at beginning of year | 2014-12-31 | $288,832 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $522,601 |
Other income not declared elsewhere | 2014-12-31 | $18,960 |
Administrative expenses (other) incurred | 2014-12-31 | $1,205 |
Total non interest bearing cash at end of year | 2014-12-31 | $4,045 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,016,924 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,456,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,422,340 |
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 |
Investment advisory and management fees | 2014-12-31 | $17,137 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,983,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $709,331 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,319,921 |
Interest on participant loans | 2014-12-31 | $14,194 |
Interest earned on other investments | 2014-12-31 | $24,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,208,286 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,104,256 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $322,846 |
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 | $146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $723,184 |
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 | 2014-12-31 | Yes |
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 | BARNES WENDLING CPAS, INC |
Accountancy firm EIN | 2014-12-31 | 341463411 |
2013 : OHIO CAT UNION 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $161,657 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,179,705 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $281,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $275,333 |
Value of total corrective distributions | 2013-12-31 | $629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $791,526 |
Value of total assets at end of year | 2013-12-31 | $8,422,340 |
Value of total assets at beginning of year | 2013-12-31 | $6,686,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,837 |
Total interest from all sources | 2013-12-31 | $35,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $18,840 |
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 | $18,840 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $749,723 |
Participant contributions at end of year | 2013-12-31 | $288,832 |
Participant contributions at beginning of year | 2013-12-31 | $270,360 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $41,582 |
Other income not declared elsewhere | 2013-12-31 | $3,120 |
Administrative expenses (other) incurred | 2013-12-31 | $5,837 |
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 | $1,897,906 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,422,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,686,091 |
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 | $709,331 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $631,333 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,319,921 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $4,689,860 |
Interest on participant loans | 2013-12-31 | $13,150 |
Interest earned on other investments | 2013-12-31 | $22,326 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,104,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,094,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-30,795 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,361,538 |
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 | $221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $275,333 |
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 | BARNES WENDLING CPAS, INC |
Accountancy firm EIN | 2013-12-31 | 341463411 |
2012 : OHIO CAT UNION 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $110,859 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,486,036 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $363,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $360,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $748,797 |
Value of total assets at end of year | 2012-12-31 | $6,686,091 |
Value of total assets at beginning of year | 2012-12-31 | $5,674,079 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,947 |
Total interest from all sources | 2012-12-31 | $38,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $18,644 |
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 | $18,644 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $708,989 |
Participant contributions at end of year | 2012-12-31 | $270,360 |
Participant contributions at beginning of year | 2012-12-31 | $145,501 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $39,272 |
Administrative expenses (other) incurred | 2012-12-31 | $2,947 |
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 | $1,122,871 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,686,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,674,079 |
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 | $631,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $656,220 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,689,860 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,838,761 |
Interest on participant loans | 2012-12-31 | $12,937 |
Interest earned on other investments | 2012-12-31 | $25,587 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,094,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,033,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,981 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $656,090 |
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 | $536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $360,218 |
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 | BARNES WENDLING CPAS,INC |
Accountancy firm EIN | 2012-12-31 | 341463411 |
2011 : OHIO CAT UNION 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $88,932 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $588,072 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $95,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $93,676 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $7 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $634,232 |
Value of total assets at end of year | 2011-12-31 | $5,674,079 |
Value of total assets at beginning of year | 2011-12-31 | $5,270,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,769 |
Total interest from all sources | 2011-12-31 | $37,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $18,365 |
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 | $18,365 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $630,102 |
Participant contributions at end of year | 2011-12-31 | $145,501 |
Participant contributions at beginning of year | 2011-12-31 | $177,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,957 |
Other income not declared elsewhere | 2011-12-31 | $193 |
Administrative expenses (other) incurred | 2011-12-31 | $1,769 |
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 | $492,620 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,674,079 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,270,391 |
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 | $656,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $488,671 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,838,761 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,644,331 |
Interest on participant loans | 2011-12-31 | $10,367 |
Interest earned on other investments | 2011-12-31 | $26,946 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,033,597 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $960,181 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $10,106 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-112,137 |
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 | $1,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $93,676 |
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 | BARNES WENDLING CPAS, INC. |
Accountancy firm EIN | 2011-12-31 | 341463411 |
2010 : OHIO CAT UNION 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $2,137 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,128,947 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $316,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $314,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $550,932 |
Value of total assets at end of year | 2010-12-31 | $5,270,391 |
Value of total assets at beginning of year | 2010-12-31 | $4,459,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,747 |
Total interest from all sources | 2010-12-31 | $38,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $17,020 |
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 | $17,020 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $549,824 |
Participant contributions at end of year | 2010-12-31 | $177,208 |
Participant contributions at beginning of year | 2010-12-31 | $170,926 |
Other income not declared elsewhere | 2010-12-31 | $119 |
Administrative expenses (other) incurred | 2010-12-31 | $1,747 |
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 | $812,934 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,270,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,459,594 |
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 | $488,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $431,634 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,644,331 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,897,747 |
Interest on participant loans | 2010-12-31 | $11,390 |
Interest earned on other investments | 2010-12-31 | $27,503 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $960,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $959,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $16,229 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $505,754 |
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 | $1,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $314,266 |
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 | BARNES WENDLING CPAS, INC. |
Accountancy firm EIN | 2010-12-31 | 341463411 |
2009 : OHIO CAT UNION 401K 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 |