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CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameCROWN EQUIPMENT CORPORATION RETIREMENT PLAN
Plan identification number 001

CROWN EQUIPMENT CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CROWN EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CROWN EQUIPMENT CORPORATION
Employer identification number (EIN):344412691
NAIC Classification:333100

Additional information about CROWN EQUIPMENT CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1947-03-17
Company Identification Number: 200802
Legal Registered Office Address: 40-44 S. WASHINGTON STREET
-
NEW BREMEM
United States of America (USA)
45869

More information about CROWN EQUIPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01BRAD SMITH2024-01-11
0012021-04-01CRAIG SEITZ2023-01-05
0012020-04-01CRAIG SEITZ2022-01-12
0012019-04-01CRAIG SEITZ2021-01-10
0012018-04-01CRAIG SEITZ2019-01-05
0012018-04-01CRAIG SEITZ2020-01-05
0012017-04-01
0012016-04-01
0012015-04-01KENT SPILLE
0012014-04-01KENT SPILLE
0012013-04-01KENT SPILLE
0012012-04-01KENT SPILLE
0012011-04-01KENT SPILLE
0012010-04-01BRAD SMITH
0012009-04-01KENT W. SPILLE

Plan Statistics for CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Measure Date Value
2023: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-03-31496,187,313
Acturial value of plan assets2023-03-31470,462,832
Funding target for retired participants and beneficiaries receiving payment2023-03-31161,975,586
Number of terminated vested participants2023-03-31691
Fundng target for terminated vested participants2023-03-3143,630,345
Active participant vested funding target2023-03-31209,100,132
Number of active participants2023-03-311,946
Total funding liabilities for active participants2023-03-31215,503,710
Total participant count2023-03-313,472
Total funding target for all participants2023-03-31421,109,641
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-313,076,652
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-313,076,652
Present value of excess contributions2023-03-317,394,491
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-317,811,540
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-313,164,337
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-316,000,000
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-315,492,136
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-3110,062,692
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-315,492,136
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-013,449
Total number of active participants reported on line 7a of the Form 55002022-04-011,827
Number of retired or separated participants receiving benefits2022-04-01872
Number of other retired or separated participants entitled to future benefits2022-04-01639
Total of all active and inactive participants2022-04-013,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0196
Total participants2022-04-013,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Market value of plan assets2022-03-31491,004,148
Acturial value of plan assets2022-03-31441,903,734
Funding target for retired participants and beneficiaries receiving payment2022-03-31150,126,332
Number of terminated vested participants2022-03-31662
Fundng target for terminated vested participants2022-03-3138,890,657
Active participant vested funding target2022-03-31196,525,673
Number of active participants2022-03-312,071
Total funding liabilities for active participants2022-03-31203,531,053
Total participant count2022-03-313,480
Total funding target for all participants2022-03-31392,548,042
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-312,626,649
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-312,626,649
Present value of excess contributions2022-03-3111,113,267
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-3111,720,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-31530,000
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-313,076,652
Total employer contributions2022-03-318,000,000
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-317,394,491
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-319,822,511
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-317,394,491
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-013,458
Total number of active participants reported on line 7a of the Form 55002021-04-011,946
Number of retired or separated participants receiving benefits2021-04-01764
Number of other retired or separated participants entitled to future benefits2021-04-01649
Total of all active and inactive participants2021-04-013,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0190
Total participants2021-04-013,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Market value of plan assets2021-03-31356,394,830
Acturial value of plan assets2021-03-31386,587,931
Funding target for retired participants and beneficiaries receiving payment2021-03-31113,226,313
Number of terminated vested participants2021-03-31643
Fundng target for terminated vested participants2021-03-3134,024,669
Active participant vested funding target2021-03-31226,799,199
Number of active participants2021-03-312,300
Total funding liabilities for active participants2021-03-31236,710,281
Total participant count2021-03-313,497
Total funding target for all participants2021-03-31383,961,263
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-318,885,487
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-318,885,487
Present value of excess contributions2021-03-3113,560,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-3114,324,222
Reductions in prefunding balances due to elections or deemed elections2021-03-315,835,000
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-312,626,649
Total employer contributions2021-03-3120,000,000
Total employee contributions2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-3118,766,004
Unpaid minimum required contributions for all prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-317,652,756
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-317,652,737
Additional cash requirement2021-03-317,652,737
Contributions allocatedtoward minimum required contributions for current year2021-03-3118,766,004
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-013,475
Total number of active participants reported on line 7a of the Form 55002020-04-012,071
Number of retired or separated participants receiving benefits2020-04-01692
Number of other retired or separated participants entitled to future benefits2020-04-01621
Total of all active and inactive participants2020-04-013,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-0174
Total participants2020-04-013,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-31371,497,007
Acturial value of plan assets2020-03-31374,255,164
Funding target for retired participants and beneficiaries receiving payment2020-03-3192,712,940
Number of terminated vested participants2020-03-31647
Fundng target for terminated vested participants2020-03-3133,744,022
Active participant vested funding target2020-03-31215,816,569
Number of active participants2020-03-312,434
Total funding liabilities for active participants2020-03-31226,471,273
Total participant count2020-03-313,515
Total funding target for all participants2020-03-31352,928,235
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-3111,262,260
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-3111,262,260
Present value of excess contributions2020-03-3111,100,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-3111,743,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-312,700,000
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-318,885,487
Total employer contributions2020-03-3114,500,000
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-3113,560,752
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-3112,429,057
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-310
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-310
Contributions allocatedtoward minimum required contributions for current year2020-03-3113,560,752
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-013,515
Total number of active participants reported on line 7a of the Form 55002019-04-012,300
Number of retired or separated participants receiving benefits2019-04-01510
Number of other retired or separated participants entitled to future benefits2019-04-01624
Total of all active and inactive participants2019-04-013,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-0141
Total participants2019-04-013,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Market value of plan assets2019-03-31381,050,978
Acturial value of plan assets2019-03-31365,665,145
Funding target for retired participants and beneficiaries receiving payment2019-03-3196,655,127
Number of terminated vested participants2019-03-31625
Fundng target for terminated vested participants2019-03-3129,389,824
Active participant vested funding target2019-03-31196,183,885
Number of active participants2019-03-312,561
Total funding liabilities for active participants2019-03-31207,057,890
Total participant count2019-03-313,751
Total funding target for all participants2019-03-31333,102,841
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-3110,136,135
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-3110,136,135
Present value of excess contributions2019-03-3130,492,866
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-3132,319,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-3111,262,260
Total employer contributions2019-03-3112,000,000
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-3111,100,572
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-3112,522,378
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-310
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-310
Contributions allocatedtoward minimum required contributions for current year2019-03-3111,100,572
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-013,751
Total number of active participants reported on line 7a of the Form 55002018-04-012,434
Number of retired or separated participants receiving benefits2018-04-01402
Number of other retired or separated participants entitled to future benefits2018-04-01647
Total of all active and inactive participants2018-04-013,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0132
Total participants2018-04-013,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
Market value of plan assets2018-03-31350,257,211
Acturial value of plan assets2018-03-31348,450,769
Funding target for retired participants and beneficiaries receiving payment2018-03-31105,855,690
Number of terminated vested participants2018-03-31611
Fundng target for terminated vested participants2018-03-3125,377,807
Active participant vested funding target2018-03-31182,974,061
Number of active participants2018-03-312,683
Total funding liabilities for active participants2018-03-31194,317,791
Total participant count2018-03-314,408
Total funding target for all participants2018-03-31325,551,288
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-311,150,030
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-311,073,551
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-3176,479
Present value of excess contributions2018-03-3132,714,249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-3134,804,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-3110,050,287
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-3110,136,135
Total employer contributions2018-03-3133,000,000
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-3130,492,866
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-3112,763,346
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-3130,492,866
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-014,408
Total number of active participants reported on line 7a of the Form 55002017-04-012,561
Number of retired or separated participants receiving benefits2017-04-01526
Number of other retired or separated participants entitled to future benefits2017-04-01625
Total of all active and inactive participants2017-04-013,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-0139
Total participants2017-04-013,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Market value of plan assets2017-03-31291,947,575
Acturial value of plan assets2017-03-31309,117,494
Funding target for retired participants and beneficiaries receiving payment2017-03-3195,997,752
Number of terminated vested participants2017-03-31574
Fundng target for terminated vested participants2017-03-3123,023,750
Active participant vested funding target2017-03-31167,851,661
Number of active participants2017-03-312,811
Total funding liabilities for active participants2017-03-31179,678,367
Total participant count2017-03-314,436
Total funding target for all participants2017-03-31298,699,869
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-3137,619,555
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-318,575,709
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-3129,043,846
Present value of excess contributions2017-03-319,567,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-319,421,561
Reductions in prefunding balances due to elections or deemed elections2017-03-3127,185,146
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-311,150,030
Total employer contributions2017-03-3137,000,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3134,086,750
Liquidity shortfalls end of Q12017-03-310
Liquidity shortfalls end of Q22017-03-310
Liquidity shortfalls end of Q32017-03-310
Liquidity shortfalls end of Q42017-03-310
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-3111,713,647
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-312,446,052
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-311,073,551
Additional cash requirement2017-03-311,372,501
Contributions allocatedtoward minimum required contributions for current year2017-03-3134,086,750
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-014,436
Total number of active participants reported on line 7a of the Form 55002016-04-012,683
Number of retired or separated participants receiving benefits2016-04-01976
Number of other retired or separated participants entitled to future benefits2016-04-01611
Total of all active and inactive participants2016-04-014,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01138
Total participants2016-04-014,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-014,456
Total number of active participants reported on line 7a of the Form 55002015-04-012,811
Number of retired or separated participants receiving benefits2015-04-01917
Number of other retired or separated participants entitled to future benefits2015-04-01574
Total of all active and inactive participants2015-04-014,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01134
Total participants2015-04-014,436
Number of participants with account balances2015-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-014,762
Total number of active participants reported on line 7a of the Form 55002014-04-012,918
Number of retired or separated participants receiving benefits2014-04-01840
Number of other retired or separated participants entitled to future benefits2014-04-01567
Total of all active and inactive participants2014-04-014,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01131
Total participants2014-04-014,456
Number of participants with account balances2014-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-014,828
Total number of active participants reported on line 7a of the Form 55002013-04-013,107
Number of retired or separated participants receiving benefits2013-04-01769
Number of other retired or separated participants entitled to future benefits2013-04-01757
Total of all active and inactive participants2013-04-014,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01129
Total participants2013-04-014,762
Number of participants with account balances2013-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-013
2012: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-015,658
Total number of active participants reported on line 7a of the Form 55002012-04-013,250
Number of retired or separated participants receiving benefits2012-04-01712
Number of other retired or separated participants entitled to future benefits2012-04-01751
Total of all active and inactive participants2012-04-014,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01115
Total participants2012-04-014,828
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-015,729
Total number of active participants reported on line 7a of the Form 55002011-04-013,364
Number of retired or separated participants receiving benefits2011-04-01645
Number of other retired or separated participants entitled to future benefits2011-04-011,557
Total of all active and inactive participants2011-04-015,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-0192
Total participants2011-04-015,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-013
2010: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-015,830
Total number of active participants reported on line 7a of the Form 55002010-04-013,500
Number of retired or separated participants receiving benefits2010-04-01596
Number of other retired or separated participants entitled to future benefits2010-04-011,552
Total of all active and inactive participants2010-04-015,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-0181
Total participants2010-04-015,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0164
2009: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-015,840
Total number of active participants reported on line 7a of the Form 55002009-04-013,778
Number of retired or separated participants receiving benefits2009-04-01552
Number of other retired or separated participants entitled to future benefits2009-04-011,427
Total of all active and inactive participants2009-04-015,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-0173
Total participants2009-04-015,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0122

Financial Data on CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Measure Date Value
2023 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-7,596,149
Total unrealized appreciation/depreciation of assets2023-03-31$-7,596,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-29,615,043
Total loss/gain on sale of assets2023-03-31$-1,339,036
Total of all expenses incurred2023-03-31$18,029,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$15,802,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$6,000,000
Value of total assets at end of year2023-03-31$447,148,256
Value of total assets at beginning of year2023-03-31$494,793,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$2,227,194
Total interest from all sources2023-03-31$244,140
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$8,674,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$8,376,849
Administrative expenses professional fees incurred2023-03-31$469,518
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$31,310,450
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$32,755,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$73,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$25,879
Other income not declared elsewhere2023-03-31$0
Administrative expenses (other) incurred2023-03-31$1,206,093
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$15,000,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-47,644,785
Value of net assets at end of year (total assets less liabilities)2023-03-31$447,148,256
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$494,793,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$25,914,577
Assets. partnership/joint venture interests at beginning of year2023-03-31$29,418,291
Investment advisory and management fees2023-03-31$551,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$313,352,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$321,765,022
Value of interest in common/collective trusts at end of year2023-03-31$39,609,672
Value of interest in common/collective trusts at beginning of year2023-03-31$60,531,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$9,953,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$6,751,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$6,751,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$244,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-35,598,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$6,000,000
Employer contributions (assets) at end of year2023-03-31$6,000,000
Employer contributions (assets) at beginning of year2023-03-31$6,000,000
Income. Dividends from common stock2023-03-31$298,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$15,802,548
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$20,933,560
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$22,544,978
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$43,759,517
Aggregate carrying amount (costs) on sale of assets2023-03-31$45,098,553
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2023-03-31351476702
2022 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$7,159,613
Total unrealized appreciation/depreciation of assets2022-03-31$7,159,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$21,148,945
Total loss/gain on sale of assets2022-03-31$2,420,930
Total of all expenses incurred2022-03-31$17,609,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$14,515,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$8,000,000
Value of total assets at end of year2022-03-31$494,793,041
Value of total assets at beginning of year2022-03-31$491,253,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$3,094,072
Total interest from all sources2022-03-31$3,114
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$11,834,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$11,308,387
Administrative expenses professional fees incurred2022-03-31$193,930
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$32,755,543
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$33,329,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$25,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$20,030
Administrative expenses (other) incurred2022-03-31$2,254,696
Total non interest bearing cash at end of year2022-03-31$15,000,002
Total non interest bearing cash at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$3,539,477
Value of net assets at end of year (total assets less liabilities)2022-03-31$494,793,041
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$491,253,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$29,418,291
Assets. partnership/joint venture interests at beginning of year2022-03-31$30,466,780
Investment advisory and management fees2022-03-31$645,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$321,765,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$328,951,237
Value of interest in common/collective trusts at end of year2022-03-31$60,531,731
Value of interest in common/collective trusts at beginning of year2022-03-31$52,156,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$6,751,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$9,774,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$9,774,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$3,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-8,269,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$8,000,000
Employer contributions (assets) at end of year2022-03-31$6,000,000
Employer contributions (assets) at beginning of year2022-03-31$14,000,000
Income. Dividends from common stock2022-03-31$526,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$14,515,396
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$22,544,978
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$22,555,917
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$29,721,749
Aggregate carrying amount (costs) on sale of assets2022-03-31$27,300,819
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2022-03-31351476702
2021 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$39,324,675
Total unrealized appreciation/depreciation of assets2021-03-31$39,324,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$152,119,679
Total loss/gain on sale of assets2021-03-31$9,102,080
Total of all expenses incurred2021-03-31$14,951,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$11,938,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$20,000,000
Value of total assets at end of year2021-03-31$491,253,564
Value of total assets at beginning of year2021-03-31$354,084,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$3,012,634
Total interest from all sources2021-03-31$192,125
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$9,144,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$8,969,661
Administrative expenses professional fees incurred2021-03-31$99,032
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$33,329,161
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$20,837,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$20,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$16,647
Administrative expenses (other) incurred2021-03-31$2,368,562
Total non interest bearing cash at end of year2021-03-31$0
Total non interest bearing cash at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$137,168,570
Value of net assets at end of year (total assets less liabilities)2021-03-31$491,253,564
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$354,084,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$30,466,780
Assets. partnership/joint venture interests at beginning of year2021-03-31$23,766,704
Investment advisory and management fees2021-03-31$545,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$328,951,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$248,643,918
Interest earned on other investments2021-03-31$188,448
Value of interest in common/collective trusts at end of year2021-03-31$52,156,271
Value of interest in common/collective trusts at beginning of year2021-03-31$32,807,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$9,774,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$6,766,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$6,766,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$3,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$74,356,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$20,000,000
Employer contributions (assets) at end of year2021-03-31$14,000,000
Employer contributions (assets) at beginning of year2021-03-31$10,000,000
Income. Dividends from common stock2021-03-31$174,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$11,938,475
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$22,555,917
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$11,246,430
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$31,735,713
Aggregate carrying amount (costs) on sale of assets2021-03-31$22,633,633
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2021-03-31351476702
2020 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$2,607,272
Total unrealized appreciation/depreciation of assets2020-03-31$2,607,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-4,999,156
Total loss/gain on sale of assets2020-03-31$543,893
Total of all expenses incurred2020-03-31$12,336,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$9,354,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$14,500,000
Value of total assets at end of year2020-03-31$354,084,994
Value of total assets at beginning of year2020-03-31$371,420,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,981,565
Total interest from all sources2020-03-31$330,892
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$8,136,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$7,950,718
Administrative expenses professional fees incurred2020-03-31$298,209
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$20,837,959
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$20,729,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$16,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$22,810
Administrative expenses (other) incurred2020-03-31$2,301,255
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-17,335,276
Value of net assets at end of year (total assets less liabilities)2020-03-31$354,084,994
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$371,420,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$23,766,704
Assets. partnership/joint venture interests at beginning of year2020-03-31$17,215,486
Investment advisory and management fees2020-03-31$382,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$248,643,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$255,609,744
Interest earned on other investments2020-03-31$215,178
Value of interest in common/collective trusts at end of year2020-03-31$32,807,056
Value of interest in common/collective trusts at beginning of year2020-03-31$35,062,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$6,766,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$15,019,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$15,019,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$115,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-31,117,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$14,500,000
Employer contributions (assets) at end of year2020-03-31$10,000,000
Employer contributions (assets) at beginning of year2020-03-31$12,000,000
Income. Dividends from common stock2020-03-31$185,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$9,354,555
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$11,246,430
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$15,760,854
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$34,259,365
Aggregate carrying amount (costs) on sale of assets2020-03-31$33,715,472
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2020-03-31351476702
2019 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$368,525
Total unrealized appreciation/depreciation of assets2019-03-31$368,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$21,903,596
Total loss/gain on sale of assets2019-03-31$-1,897,579
Total of all expenses incurred2019-03-31$31,817,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$30,069,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$12,000,000
Value of total assets at end of year2019-03-31$371,420,270
Value of total assets at beginning of year2019-03-31$381,334,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$1,748,444
Total interest from all sources2019-03-31$146,148
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$7,224,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$7,006,623
Administrative expenses professional fees incurred2019-03-31$333,506
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$20,729,225
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$20,504,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$22,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$77,129
Administrative expenses (other) incurred2019-03-31$1,151,605
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-9,914,111
Value of net assets at end of year (total assets less liabilities)2019-03-31$371,420,270
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$381,334,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$17,215,486
Assets. partnership/joint venture interests at beginning of year2019-03-31$12,015,416
Investment advisory and management fees2019-03-31$263,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$255,609,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$231,812,694
Value of interest in common/collective trusts at end of year2019-03-31$35,062,720
Value of interest in common/collective trusts at beginning of year2019-03-31$31,836,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$15,019,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$36,519,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$36,519,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$146,148
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$22,816,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$4,061,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$12,000,000
Employer contributions (assets) at end of year2019-03-31$12,000,000
Employer contributions (assets) at beginning of year2019-03-31$33,000,000
Income. Dividends from common stock2019-03-31$218,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$7,252,925
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$15,760,854
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$15,568,226
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$89,722,734
Aggregate carrying amount (costs) on sale of assets2019-03-31$91,620,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2019-03-31351476702
2018 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$4,683,570
Total unrealized appreciation/depreciation of assets2018-03-31$4,683,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$69,454,877
Total loss/gain on sale of assets2018-03-31$5,300,708
Total of all expenses incurred2018-03-31$38,951,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$36,272,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$33,000,000
Value of total assets at end of year2018-03-31$381,334,381
Value of total assets at beginning of year2018-03-31$350,830,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$2,678,504
Total interest from all sources2018-03-31$142,234
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$7,607,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$7,408,548
Administrative expenses professional fees incurred2018-03-31$250,655
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$20,504,702
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$14,395,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$77,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$12,186
Administrative expenses (other) incurred2018-03-31$2,097,037
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$30,503,504
Value of net assets at end of year (total assets less liabilities)2018-03-31$381,334,381
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$350,830,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$12,015,416
Assets. partnership/joint venture interests at beginning of year2018-03-31$28,378,513
Investment advisory and management fees2018-03-31$330,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$231,812,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$223,815,988
Value of interest in common/collective trusts at end of year2018-03-31$31,836,264
Value of interest in common/collective trusts at beginning of year2018-03-31$32,664,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$36,519,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$2,514,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$2,514,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$142,234
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$24,464,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$18,720,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$33,000,000
Employer contributions (assets) at end of year2018-03-31$33,000,000
Employer contributions (assets) at beginning of year2018-03-31$33,000,000
Income. Dividends from preferred stock2018-03-31$44
Income. Dividends from common stock2018-03-31$198,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$11,808,869
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$15,568,226
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$16,049,771
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$34,963,684
Aggregate carrying amount (costs) on sale of assets2018-03-31$29,662,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2018-03-31351476702
2017 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$9,003,250
Total unrealized appreciation/depreciation of assets2017-03-31$9,003,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$71,298,296
Total loss/gain on sale of assets2017-03-31$475,104
Total of all expenses incurred2017-03-31$12,683,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$9,494,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$37,000,000
Value of total assets at end of year2017-03-31$350,830,877
Value of total assets at beginning of year2017-03-31$292,216,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$3,189,272
Total interest from all sources2017-03-31$9,361
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$5,320,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$5,097,317
Administrative expenses professional fees incurred2017-03-31$285,769
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$14,395,762
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$13,335,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$12,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$13,352
Other income not declared elsewhere2017-03-31$0
Administrative expenses (other) incurred2017-03-31$2,602,436
Total non interest bearing cash at end of year2017-03-31$7
Total non interest bearing cash at beginning of year2017-03-31$31,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$58,614,872
Value of net assets at end of year (total assets less liabilities)2017-03-31$350,830,877
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$292,216,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$28,378,513
Assets. partnership/joint venture interests at beginning of year2017-03-31$29,203,779
Investment advisory and management fees2017-03-31$301,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$223,815,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$189,960,343
Value of interest in common/collective trusts at end of year2017-03-31$32,664,426
Value of interest in common/collective trusts at beginning of year2017-03-31$30,982,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$2,514,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,759,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,759,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$9,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$19,490,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$37,000,000
Employer contributions (assets) at end of year2017-03-31$33,000,000
Employer contributions (assets) at beginning of year2017-03-31$14,000,000
Income. Dividends from common stock2017-03-31$222,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$9,494,152
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$16,049,771
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$12,928,836
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$21,855,959
Aggregate carrying amount (costs) on sale of assets2017-03-31$21,380,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2017-03-31351476702
2016 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-9,311,352
Total unrealized appreciation/depreciation of assets2016-03-31$-9,311,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$9,799,518
Total loss/gain on sale of assets2016-03-31$-1,387,594
Total of all expenses incurred2016-03-31$10,978,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$9,181,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$17,000,000
Value of total assets at end of year2016-03-31$292,216,005
Value of total assets at beginning of year2016-03-31$293,394,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,796,613
Total interest from all sources2016-03-31$1,464
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$5,061,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$4,905,992
Administrative expenses professional fees incurred2016-03-31$117,610
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$13,335,831
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$14,374,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$13,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$9,218
Other income not declared elsewhere2016-03-31$-8,560
Administrative expenses (other) incurred2016-03-31$1,180,866
Total non interest bearing cash at end of year2016-03-31$31,722
Total non interest bearing cash at beginning of year2016-03-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-1,178,717
Value of net assets at end of year (total assets less liabilities)2016-03-31$292,216,005
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$293,394,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$29,203,779
Assets. partnership/joint venture interests at beginning of year2016-03-31$29,172,635
Investment advisory and management fees2016-03-31$498,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$189,960,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$187,752,165
Value of interest in common/collective trusts at end of year2016-03-31$30,982,280
Value of interest in common/collective trusts at beginning of year2016-03-31$30,256,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,759,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$2,158,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$2,158,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$1,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-1,556,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$17,000,000
Employer contributions (assets) at end of year2016-03-31$14,000,000
Employer contributions (assets) at beginning of year2016-03-31$15,000,000
Income. Dividends from preferred stock2016-03-31$87
Income. Dividends from common stock2016-03-31$155,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$9,181,622
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$12,928,836
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$14,672,407
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$19,609,932
Aggregate carrying amount (costs) on sale of assets2016-03-31$20,997,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2016-03-31351476702
2015 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$7,076,737
Total unrealized appreciation/depreciation of assets2015-03-31$7,076,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$39,840,830
Total loss/gain on sale of assets2015-03-31$-123,683
Total of all expenses incurred2015-03-31$22,978,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$21,338,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$19,500,000
Value of total assets at end of year2015-03-31$293,394,722
Value of total assets at beginning of year2015-03-31$276,531,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,639,970
Total interest from all sources2015-03-31$1,046
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$159,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$214,700
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$14,374,078
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$13,425,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$9,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$8,821
Administrative expenses (other) incurred2015-03-31$871,836
Total non interest bearing cash at end of year2015-03-31$9
Total non interest bearing cash at beginning of year2015-03-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$16,862,739
Value of net assets at end of year (total assets less liabilities)2015-03-31$293,394,722
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$276,531,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$29,172,635
Assets. partnership/joint venture interests at beginning of year2015-03-31$27,234,517
Investment advisory and management fees2015-03-31$553,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$187,752,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$176,527,978
Value of interest in common/collective trusts at end of year2015-03-31$30,256,133
Value of interest in common/collective trusts at beginning of year2015-03-31$29,525,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$2,158,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,247,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,247,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$1,046
Net investment gain or loss from common/collective trusts2015-03-31$13,226,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$19,500,000
Employer contributions (assets) at end of year2015-03-31$15,000,000
Employer contributions (assets) at beginning of year2015-03-31$13,500,000
Income. Dividends from common stock2015-03-31$159,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$21,338,121
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$14,672,407
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$15,062,394
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$29,149,431
Aggregate carrying amount (costs) on sale of assets2015-03-31$29,273,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2015-03-31351476702
2014 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$11,681,385
Total unrealized appreciation/depreciation of assets2014-03-31$11,681,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$899,801
Total income from all sources (including contributions)2014-03-31$47,121,623
Total loss/gain on sale of assets2014-03-31$1,374,832
Total of all expenses incurred2014-03-31$9,019,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$7,658,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$16,500,000
Value of total assets at end of year2014-03-31$276,531,983
Value of total assets at beginning of year2014-03-31$239,329,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,360,646
Total interest from all sources2014-03-31$475
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$140,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$138,720
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$13,425,028
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$12,200,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$8,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$11,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$899,801
Other income not declared elsewhere2014-03-31$75
Administrative expenses (other) incurred2014-03-31$718,467
Total non interest bearing cash at end of year2014-03-31$8
Total non interest bearing cash at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$38,102,147
Value of net assets at end of year (total assets less liabilities)2014-03-31$276,531,983
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$238,429,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$27,234,517
Assets. partnership/joint venture interests at beginning of year2014-03-31$23,027,080
Investment advisory and management fees2014-03-31$503,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$176,527,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$150,075,432
Value of interest in common/collective trusts at end of year2014-03-31$29,525,678
Value of interest in common/collective trusts at beginning of year2014-03-31$24,098,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,247,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$2,851,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$2,851,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$3,337,553
Net investment gain or loss from common/collective trusts2014-03-31$14,086,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$16,500,000
Employer contributions (assets) at end of year2014-03-31$13,500,000
Employer contributions (assets) at beginning of year2014-03-31$13,500,000
Income. Dividends from preferred stock2014-03-31$73
Income. Dividends from common stock2014-03-31$140,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$7,658,830
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$15,062,394
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$13,565,320
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$23,141,531
Aggregate carrying amount (costs) on sale of assets2014-03-31$21,766,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2014-03-31351476702
2013 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$13,251,024
Total unrealized appreciation/depreciation of assets2013-03-31$13,251,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$899,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$37,562,323
Total loss/gain on sale of assets2013-03-31$106,045
Total of all expenses incurred2013-03-31$24,419,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$23,192,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$16,500,000
Value of total assets at end of year2013-03-31$239,329,637
Value of total assets at beginning of year2013-03-31$225,287,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$1,227,348
Total interest from all sources2013-03-31$502
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$4,534,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$4,197,970
Administrative expenses professional fees incurred2013-03-31$284,180
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$12,200,411
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$11,474,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$11,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$10,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$899,801
Administrative expenses (other) incurred2013-03-31$510,663
Total non interest bearing cash at beginning of year2013-03-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$13,142,726
Value of net assets at end of year (total assets less liabilities)2013-03-31$238,429,836
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$225,287,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$23,027,080
Assets. partnership/joint venture interests at beginning of year2013-03-31$18,905,042
Investment advisory and management fees2013-03-31$432,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$150,075,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$146,575,821
Value of interest in common/collective trusts at end of year2013-03-31$24,098,578
Value of interest in common/collective trusts at beginning of year2013-03-31$21,230,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$2,851,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,111,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,111,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$302,409
Net investment gain or loss from common/collective trusts2013-03-31$2,868,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$16,500,000
Employer contributions (assets) at end of year2013-03-31$13,500,000
Employer contributions (assets) at beginning of year2013-03-31$13,000,000
Income. Dividends from common stock2013-03-31$336,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$23,192,249
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$13,565,320
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$12,980,188
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$57,734,064
Aggregate carrying amount (costs) on sale of assets2013-03-31$57,628,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2013-03-31351476702
2012 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$691,870
Total unrealized appreciation/depreciation of assets2012-03-31$691,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$3,000,000
Total income from all sources (including contributions)2012-03-31$20,409,685
Total loss/gain on sale of assets2012-03-31$-1,737,700
Total of all expenses incurred2012-03-31$6,886,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$5,999,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$16,000,000
Value of total assets at end of year2012-03-31$225,287,110
Value of total assets at beginning of year2012-03-31$214,763,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$887,382
Total interest from all sources2012-03-31$345
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$1,427,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$1,277,114
Administrative expenses professional fees incurred2012-03-31$149,960
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$11,474,278
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$11,846,853
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$10,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$168,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$3,000,000
Administrative expenses (other) incurred2012-03-31$292,872
Total non interest bearing cash at end of year2012-03-31$5
Total non interest bearing cash at beginning of year2012-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$13,523,180
Value of net assets at end of year (total assets less liabilities)2012-03-31$225,287,110
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$211,763,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$18,905,042
Assets. partnership/joint venture interests at beginning of year2012-03-31$14,055,889
Investment advisory and management fees2012-03-31$444,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$146,575,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$135,874,429
Value of interest in common/collective trusts at end of year2012-03-31$21,230,369
Value of interest in common/collective trusts at beginning of year2012-03-31$19,374,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,111,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$7,759,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$7,759,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$2,172,076
Net investment gain or loss from common/collective trusts2012-03-31$1,855,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$16,000,000
Employer contributions (assets) at end of year2012-03-31$13,000,000
Employer contributions (assets) at beginning of year2012-03-31$9,000,000
Income. Dividends from common stock2012-03-31$150,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$5,999,123
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$12,980,188
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$16,684,762
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$38,735,179
Aggregate carrying amount (costs) on sale of assets2012-03-31$40,472,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2012-03-31351476702
2011 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$3,994,689
Total unrealized appreciation/depreciation of assets2011-03-31$3,994,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$3,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$39,342,098
Total loss/gain on sale of assets2011-03-31$1,931,228
Total of all expenses incurred2011-03-31$6,498,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$5,736,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$15,143,670
Value of total assets at end of year2011-03-31$214,763,930
Value of total assets at beginning of year2011-03-31$178,920,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$762,396
Total interest from all sources2011-03-31$957
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$124,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$124,775
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$11,846,853
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$11,206,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$168,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$147,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$3,000,000
Administrative expenses (other) incurred2011-03-31$275,753
Total non interest bearing cash at end of year2011-03-31$0
Total non interest bearing cash at beginning of year2011-03-31$61,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$32,843,258
Value of net assets at end of year (total assets less liabilities)2011-03-31$211,763,930
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$178,920,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$14,055,889
Assets. partnership/joint venture interests at beginning of year2011-03-31$8,147,687
Investment advisory and management fees2011-03-31$361,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$135,874,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$117,177,548
Value of interest in common/collective trusts at end of year2011-03-31$19,374,469
Value of interest in common/collective trusts at beginning of year2011-03-31$16,913,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$7,759,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$5,435,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$5,435,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$15,686,129
Net investment gain or loss from common/collective trusts2011-03-31$2,460,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$15,143,670
Employer contributions (assets) at end of year2011-03-31$9,000,000
Employer contributions (assets) at beginning of year2011-03-31$7,000,000
Income. Dividends from common stock2011-03-31$124,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$5,736,444
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$16,684,762
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$12,831,218
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$27,388,477
Aggregate carrying amount (costs) on sale of assets2011-03-31$25,457,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BRADY, WARE & SCHOENFELD
Accountancy firm EIN2011-03-31351476702
2010 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

2022: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70483 )
Policy contract numberGLCROWNEQU01184
Policy instance 1
Insurance contract or identification numberGLCROWNEQU01184
Number of Individuals Covered220
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70483 )
Policy contract numberGLCROWNEQU01183
Policy instance 1
Insurance contract or identification numberGLCROWNEQU01183
Number of Individuals Covered618
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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