ANCHOR TOOL & DIE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN
401k plan membership statisitcs for ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN
Measure | Date | Value |
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2022 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,147,765 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,403,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,342,652 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $6,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $984,116 |
Value of total assets at end of year | 2022-12-31 | $10,311,780 |
Value of total assets at beginning of year | 2022-12-31 | $12,863,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,105 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $4,870 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $249,704 |
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 | $249,704 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $501,775 |
Participant contributions at end of year | 2022-12-31 | $94,978 |
Participant contributions at beginning of year | 2022-12-31 | $136,176 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $14,439 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $306,867 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $916 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-2,551,573 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,311,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,863,353 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,903,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,603,930 |
Interest on participant loans | 2022-12-31 | $4,870 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,313,415 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,104,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,407,944 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $20,573 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $175,474 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $4,650 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,342,652 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $55,105 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BSB PARTNERS CPAS & BUSINESS ADVISO |
Accountancy firm EIN | 2022-12-31 | 262890963 |
2021 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,233,204 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,102,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,034,787 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,095 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $762,849 |
Value of total assets at end of year | 2021-12-31 | $12,863,353 |
Value of total assets at beginning of year | 2021-12-31 | $13,732,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,734 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $5,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $381,602 |
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 | $381,602 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $523,839 |
Participant contributions at end of year | 2021-12-31 | $136,176 |
Participant contributions at beginning of year | 2021-12-31 | $111,780 |
Participant contributions at end of year | 2021-12-31 | $14,439 |
Participant contributions at beginning of year | 2021-12-31 | $18,050 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $75,810 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $1,553 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $-869,412 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,863,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,732,765 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,603,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,326,586 |
Interest on participant loans | 2021-12-31 | $5,326 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,104,158 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,270,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,063,624 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18,250 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $163,200 |
Employer contributions (assets) at end of year | 2021-12-31 | $4,650 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,007 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,034,787 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $64,734 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,611,848 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,075,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,022,098 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $894 |
Value of total corrective distributions | 2020-12-31 | $22,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $809,425 |
Value of total assets at end of year | 2020-12-31 | $13,732,765 |
Value of total assets at beginning of year | 2020-12-31 | $12,196,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,084 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $5,873 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $312,387 |
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 | $312,387 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
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 | $600,181 |
Participant contributions at end of year | 2020-12-31 | $111,780 |
Participant contributions at beginning of year | 2020-12-31 | $144,376 |
Participant contributions at end of year | 2020-12-31 | $18,050 |
Participant contributions at beginning of year | 2020-12-31 | $17,395 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $57,706 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $449 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $1,536,566 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,732,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,196,199 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,326,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,830,664 |
Interest on participant loans | 2020-12-31 | $5,873 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,270,342 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,197,030 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,459,490 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $24,224 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $151,538 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,007 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,734 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,022,098 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $30,084 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,804,107 |
Total income from all sources (including contributions) | 2019-12-31 | $2,804,107 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,062,463 |
Total of all expenses incurred | 2019-12-31 | $1,062,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,003,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,003,054 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $25,126 |
Value of total corrective distributions | 2019-12-31 | $25,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $821,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $821,804 |
Value of total assets at end of year | 2019-12-31 | $12,196,199 |
Value of total assets at end of year | 2019-12-31 | $12,196,199 |
Value of total assets at beginning of year | 2019-12-31 | $10,454,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,283 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,283 |
Total income from rents | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $8,407 |
Total interest from all sources | 2019-12-31 | $8,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,269,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,269,020 |
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 | $1,269,020 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,269,020 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
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 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
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 | $597,871 |
Contributions received from participants | 2019-12-31 | $597,871 |
Participant contributions at end of year | 2019-12-31 | $144,376 |
Participant contributions at end of year | 2019-12-31 | $144,376 |
Participant contributions at beginning of year | 2019-12-31 | $222,292 |
Participant contributions at beginning of year | 2019-12-31 | $222,292 |
Participant contributions at end of year | 2019-12-31 | $17,395 |
Participant contributions at beginning of year | 2019-12-31 | $16,804 |
Participant contributions at beginning of year | 2019-12-31 | $16,804 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,254 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $1,741,644 |
Value of net income/loss | 2019-12-31 | $1,741,644 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,196,199 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,196,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,454,555 |
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 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,830,664 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,830,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,434,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,434,425 |
Interest on participant loans | 2019-12-31 | $8,407 |
Interest on participant loans | 2019-12-31 | $8,407 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,197,030 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,197,030 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,781,034 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,781,034 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $676,421 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $676,421 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $28,455 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $28,455 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $222,679 |
Contributions received in cash from employer | 2019-12-31 | $222,679 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,734 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,003,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,003,054 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $34,283 |
Contract administrator fees | 2019-12-31 | $34,283 |
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 | Yes |
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 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1 |
Total income from all sources (including contributions) | 2018-12-31 | $213,260 |
Total loss/gain on sale of assets | 2018-12-31 | $-37,556 |
Total of all expenses incurred | 2018-12-31 | $931,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $895,165 |
Value of total corrective distributions | 2018-12-31 | $7,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $728,444 |
Value of total assets at end of year | 2018-12-31 | $10,454,555 |
Value of total assets at beginning of year | 2018-12-31 | $11,172,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $27,991 |
Total interest from all sources | 2018-12-31 | $12,203 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $644,555 |
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 | $644,555 |
Administrative expenses professional fees incurred | 2018-12-31 | $27,991 |
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 | $537,557 |
Participant contributions at end of year | 2018-12-31 | $222,292 |
Participant contributions at beginning of year | 2018-12-31 | $257,925 |
Participant contributions at end of year | 2018-12-31 | $16,804 |
Participant contributions at beginning of year | 2018-12-31 | $16,270 |
Other income not declared elsewhere | 2018-12-31 | $444 |
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 | $-717,797 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,454,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,172,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,434,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,420,515 |
Interest on participant loans | 2018-12-31 | $12,203 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,781,034 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,477,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,160,660 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $25,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $190,887 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $895,165 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,837,985 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,875,541 |
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 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $2,445,935 |
Total loss/gain on sale of assets | 2017-12-31 | $1,129,085 |
Total of all expenses incurred | 2017-12-31 | $970,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $954,445 |
Value of total corrective distributions | 2017-12-31 | $10,174 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $616,292 |
Value of total assets at end of year | 2017-12-31 | $11,172,352 |
Value of total assets at beginning of year | 2017-12-31 | $9,696,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,522 |
Total interest from all sources | 2017-12-31 | $9,428 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $698,193 |
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 | $698,193 |
Administrative expenses professional fees incurred | 2017-12-31 | $5,522 |
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 | $488,501 |
Participant contributions at end of year | 2017-12-31 | $257,925 |
Participant contributions at beginning of year | 2017-12-31 | $218,131 |
Participant contributions at end of year | 2017-12-31 | $16,270 |
Participant contributions at beginning of year | 2017-12-31 | $11,312 |
Other income not declared elsewhere | 2017-12-31 | $286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,475,794 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,172,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,696,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,420,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,240,849 |
Interest on participant loans | 2017-12-31 | $9,428 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,477,642 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,226,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-7,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $127,791 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $954,445 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $12,201,279 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $11,072,194 |
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 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,093,684 |
Total loss/gain on sale of assets | 2016-12-31 | $14,993 |
Total of all expenses incurred | 2016-12-31 | $115,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $106,280 |
Value of total corrective distributions | 2016-12-31 | $8,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $537,487 |
Value of total assets at end of year | 2016-12-31 | $9,696,558 |
Value of total assets at beginning of year | 2016-12-31 | $8,718,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $900 |
Total interest from all sources | 2016-12-31 | $9,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $268,075 |
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 | $268,075 |
Administrative expenses professional fees incurred | 2016-12-31 | $900 |
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 | $425,771 |
Participant contributions at end of year | 2016-12-31 | $218,131 |
Participant contributions at beginning of year | 2016-12-31 | $239,540 |
Participant contributions at end of year | 2016-12-31 | $11,312 |
Participant contributions at beginning of year | 2016-12-31 | $14,812 |
Other income not declared elsewhere | 2016-12-31 | $92 |
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 | $978,086 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,696,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,718,472 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,240,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,330,944 |
Interest on participant loans | 2016-12-31 | $9,924 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,226,266 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,129,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $256,998 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,115 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $111,716 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $106,280 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,309,972 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,294,979 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2015 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $161,358 |
Total income from all sources (including contributions) | 2015-12-31 | $828,188 |
Total loss/gain on sale of assets | 2015-12-31 | $16,486 |
Total of all expenses incurred | 2015-12-31 | $1,379,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,366,184 |
Value of total corrective distributions | 2015-12-31 | $11,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $574,054 |
Value of total assets at end of year | 2015-12-31 | $8,718,472 |
Value of total assets at beginning of year | 2015-12-31 | $9,430,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $975 |
Total interest from all sources | 2015-12-31 | $7,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $429,021 |
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 | $429,021 |
Administrative expenses professional fees incurred | 2015-12-31 | $975 |
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 | $449,895 |
Participant contributions at end of year | 2015-12-31 | $239,540 |
Participant contributions at beginning of year | 2015-12-31 | $158,808 |
Participant contributions at end of year | 2015-12-31 | $14,812 |
Participant contributions at beginning of year | 2015-12-31 | $9,969 |
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 | $-550,872 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,718,472 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,269,344 |
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 | $7,330,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,996,058 |
Interest on participant loans | 2015-12-31 | $7,391 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,129,301 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,262,064 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-202,399 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $3,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $124,159 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,875 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,803 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,366,184 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $161,358 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $2,555,332 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,538,846 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $161,358 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,196,580 |
Total loss/gain on sale of assets | 2014-12-31 | $18,686 |
Total of all expenses incurred | 2014-12-31 | $737,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $734,898 |
Value of total corrective distributions | 2014-12-31 | $2,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $587,215 |
Value of total assets at end of year | 2014-12-31 | $9,430,702 |
Value of total assets at beginning of year | 2014-12-31 | $8,810,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $975 |
Total interest from all sources | 2014-12-31 | $7,264 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $619,620 |
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 | $619,620 |
Administrative expenses professional fees incurred | 2014-12-31 | $975 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $451,767 |
Participant contributions at end of year | 2014-12-31 | $158,808 |
Participant contributions at beginning of year | 2014-12-31 | $192,024 |
Participant contributions at end of year | 2014-12-31 | $9,969 |
Participant contributions at beginning of year | 2014-12-31 | $11,409 |
Other income not declared elsewhere | 2014-12-31 | $-2,243 |
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 | $458,581 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,269,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,810,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,996,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,330,407 |
Interest on participant loans | 2014-12-31 | $7,264 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,262,064 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,272,537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-37,572 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $135,448 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,803 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $734,898 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $161,358 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,543,402 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,524,716 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,243,764 |
Total loss/gain on sale of assets | 2013-12-31 | $60,470 |
Total of all expenses incurred | 2013-12-31 | $411,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $399,094 |
Value of total corrective distributions | 2013-12-31 | $11,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $588,616 |
Value of total assets at end of year | 2013-12-31 | $8,810,763 |
Value of total assets at beginning of year | 2013-12-31 | $6,978,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $975 |
Total interest from all sources | 2013-12-31 | $8,220 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $184,687 |
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 | $184,687 |
Administrative expenses professional fees incurred | 2013-12-31 | $975 |
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 | Yes |
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 | $456,244 |
Participant contributions at end of year | 2013-12-31 | $192,024 |
Participant contributions at beginning of year | 2013-12-31 | $220,022 |
Participant contributions at end of year | 2013-12-31 | $11,409 |
Participant contributions at beginning of year | 2013-12-31 | $11,093 |
Other income not declared elsewhere | 2013-12-31 | $-9,479 |
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 | $1,831,980 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,810,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,978,783 |
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 | $7,330,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,477,923 |
Interest on participant loans | 2013-12-31 | $8,220 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,272,537 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,265,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,403,087 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $8,163 |
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 | $132,372 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,386 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $399,094 |
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 | 2013-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,419,768 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,359,298 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 | $1,349,717 |
Total loss/gain on sale of assets | 2012-12-31 | $53,538 |
Total of all expenses incurred | 2012-12-31 | $609,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $597,616 |
Value of total corrective distributions | 2012-12-31 | $10,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $616,876 |
Value of total assets at end of year | 2012-12-31 | $6,978,783 |
Value of total assets at beginning of year | 2012-12-31 | $6,238,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,200 |
Total interest from all sources | 2012-12-31 | $7,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $93,543 |
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 | $93,543 |
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 | $489,255 |
Participant contributions at end of year | 2012-12-31 | $220,022 |
Participant contributions at beginning of year | 2012-12-31 | $220,998 |
Participant contributions at end of year | 2012-12-31 | $11,093 |
Participant contributions at beginning of year | 2012-12-31 | $12,021 |
Other income not declared elsewhere | 2012-12-31 | $-2,548 |
Administrative expenses (other) incurred | 2012-12-31 | $1,200 |
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 | $740,275 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,978,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,238,508 |
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 | $5,477,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,745,949 |
Interest on participant loans | 2012-12-31 | $7,624 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,265,722 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,255,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $561,844 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $18,840 |
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 | $127,621 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,023 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,086 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $597,616 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,088,417 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,034,879 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $537,924 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $150,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $144,500 |
Value of total corrective distributions | 2011-12-31 | $4,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $603,687 |
Value of total assets at end of year | 2011-12-31 | $6,238,508 |
Value of total assets at beginning of year | 2011-12-31 | $5,851,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,425 |
Total interest from all sources | 2011-12-31 | $8,947 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $64,125 |
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 | $64,125 |
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 | Yes |
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 | $475,225 |
Participant contributions at end of year | 2011-12-31 | $220,998 |
Participant contributions at beginning of year | 2011-12-31 | $210,601 |
Participant contributions at end of year | 2011-12-31 | $12,021 |
Participant contributions at beginning of year | 2011-12-31 | $23,109 |
Administrative expenses (other) incurred | 2011-12-31 | $1,425 |
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 | $387,288 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,238,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,851,220 |
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 | $4,745,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,536,733 |
Interest on participant loans | 2011-12-31 | $8,947 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,255,454 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,080,777 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-149,879 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $11,044 |
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 | $128,462 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,086 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $144,500 |
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 | 2011-12-31 | Yes |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $45,561 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $45,561 |
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 | $1,075,605 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $305,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $300,407 |
Value of total corrective distributions | 2010-12-31 | $3,037 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $412,085 |
Value of total assets at end of year | 2010-12-31 | $5,851,220 |
Value of total assets at beginning of year | 2010-12-31 | $5,080,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,833 |
Total interest from all sources | 2010-12-31 | $8,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $38,114 |
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 | $38,114 |
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 | Yes |
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 | $412,085 |
Participant contributions at end of year | 2010-12-31 | $210,601 |
Participant contributions at beginning of year | 2010-12-31 | $167,435 |
Participant contributions at end of year | 2010-12-31 | $23,109 |
Participant contributions at beginning of year | 2010-12-31 | $12,505 |
Administrative expenses (other) incurred | 2010-12-31 | $1,833 |
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 | $770,328 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,851,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,080,892 |
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 | $4,536,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,852,819 |
Interest on participant loans | 2010-12-31 | $8,201 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,080,777 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,048,133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $571,644 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $300,407 |
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 | 2010-12-31 | Yes |
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 | MCGLADREY & PULLEN |
Accountancy firm EIN | 2010-12-31 | 381357951 |
2009 : ANCHOR TOOL & DIE EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |