CROWN EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CROWN EQUIPMENT CORPORATION RETIREMENT PLAN
Measure | Date | Value |
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2023: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2023 401k membership |
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Market value of plan assets | 2023-03-31 | 496,187,313 |
Acturial value of plan assets | 2023-03-31 | 470,462,832 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 161,975,586 |
Number of terminated vested participants | 2023-03-31 | 691 |
Fundng target for terminated vested participants | 2023-03-31 | 43,630,345 |
Active participant vested funding target | 2023-03-31 | 209,100,132 |
Number of active participants | 2023-03-31 | 1,946 |
Total funding liabilities for active participants | 2023-03-31 | 215,503,710 |
Total participant count | 2023-03-31 | 3,472 |
Total funding target for all participants | 2023-03-31 | 421,109,641 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 3,076,652 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 3,076,652 |
Present value of excess contributions | 2023-03-31 | 7,394,491 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 7,811,540 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 3,164,337 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
Total employer contributions | 2023-03-31 | 6,000,000 |
Total employee contributions | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 5,492,136 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 10,062,692 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 5,492,136 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 3,449 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 1,827 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 872 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 639 |
Total of all active and inactive participants | 2022-04-01 | 3,338 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 96 |
Total participants | 2022-04-01 | 3,434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 491,004,148 |
Acturial value of plan assets | 2022-03-31 | 441,903,734 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 150,126,332 |
Number of terminated vested participants | 2022-03-31 | 662 |
Fundng target for terminated vested participants | 2022-03-31 | 38,890,657 |
Active participant vested funding target | 2022-03-31 | 196,525,673 |
Number of active participants | 2022-03-31 | 2,071 |
Total funding liabilities for active participants | 2022-03-31 | 203,531,053 |
Total participant count | 2022-03-31 | 3,480 |
Total funding target for all participants | 2022-03-31 | 392,548,042 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 2,626,649 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
Amount remaining of carryover balance | 2022-03-31 | 0 |
Amount remaining of prefunding balance | 2022-03-31 | 2,626,649 |
Present value of excess contributions | 2022-03-31 | 11,113,267 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 11,720,051 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 530,000 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 3,076,652 |
Total employer contributions | 2022-03-31 | 8,000,000 |
Total employee contributions | 2022-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 7,394,491 |
Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 9,822,511 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 0 |
Additional cash requirement | 2022-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 7,394,491 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 3,458 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 1,946 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 764 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 649 |
Total of all active and inactive participants | 2021-04-01 | 3,359 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 90 |
Total participants | 2021-04-01 | 3,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
Market value of plan assets | 2021-03-31 | 356,394,830 |
Acturial value of plan assets | 2021-03-31 | 386,587,931 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 113,226,313 |
Number of terminated vested participants | 2021-03-31 | 643 |
Fundng target for terminated vested participants | 2021-03-31 | 34,024,669 |
Active participant vested funding target | 2021-03-31 | 226,799,199 |
Number of active participants | 2021-03-31 | 2,300 |
Total funding liabilities for active participants | 2021-03-31 | 236,710,281 |
Total participant count | 2021-03-31 | 3,497 |
Total funding target for all participants | 2021-03-31 | 383,961,263 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 8,885,487 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 0 |
Amount remaining of carryover balance | 2021-03-31 | 0 |
Amount remaining of prefunding balance | 2021-03-31 | 8,885,487 |
Present value of excess contributions | 2021-03-31 | 13,560,752 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 14,324,222 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 5,835,000 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 2,626,649 |
Total employer contributions | 2021-03-31 | 20,000,000 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 18,766,004 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 7,652,756 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 0 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 7,652,737 |
Additional cash requirement | 2021-03-31 | 7,652,737 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 18,766,004 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 3,475 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 2,071 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 692 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 621 |
Total of all active and inactive participants | 2020-04-01 | 3,384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 74 |
Total participants | 2020-04-01 | 3,458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Market value of plan assets | 2020-03-31 | 371,497,007 |
Acturial value of plan assets | 2020-03-31 | 374,255,164 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 92,712,940 |
Number of terminated vested participants | 2020-03-31 | 647 |
Fundng target for terminated vested participants | 2020-03-31 | 33,744,022 |
Active participant vested funding target | 2020-03-31 | 215,816,569 |
Number of active participants | 2020-03-31 | 2,434 |
Total funding liabilities for active participants | 2020-03-31 | 226,471,273 |
Total participant count | 2020-03-31 | 3,515 |
Total funding target for all participants | 2020-03-31 | 352,928,235 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 11,262,260 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 11,262,260 |
Present value of excess contributions | 2020-03-31 | 11,100,572 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 11,743,295 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 2,700,000 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 8,885,487 |
Total employer contributions | 2020-03-31 | 14,500,000 |
Total employee contributions | 2020-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 13,560,752 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 12,429,057 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 0 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Additional cash requirement | 2020-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 13,560,752 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 3,515 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 2,300 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 510 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 624 |
Total of all active and inactive participants | 2019-04-01 | 3,434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 41 |
Total participants | 2019-04-01 | 3,475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
Market value of plan assets | 2019-03-31 | 381,050,978 |
Acturial value of plan assets | 2019-03-31 | 365,665,145 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 96,655,127 |
Number of terminated vested participants | 2019-03-31 | 625 |
Fundng target for terminated vested participants | 2019-03-31 | 29,389,824 |
Active participant vested funding target | 2019-03-31 | 196,183,885 |
Number of active participants | 2019-03-31 | 2,561 |
Total funding liabilities for active participants | 2019-03-31 | 207,057,890 |
Total participant count | 2019-03-31 | 3,751 |
Total funding target for all participants | 2019-03-31 | 333,102,841 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 10,136,135 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 10,136,135 |
Present value of excess contributions | 2019-03-31 | 30,492,866 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 32,319,389 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 11,262,260 |
Total employer contributions | 2019-03-31 | 12,000,000 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 11,100,572 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 12,522,378 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 11,100,572 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 3,751 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 2,434 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 402 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 647 |
Total of all active and inactive participants | 2018-04-01 | 3,483 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 32 |
Total participants | 2018-04-01 | 3,515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
Market value of plan assets | 2018-03-31 | 350,257,211 |
Acturial value of plan assets | 2018-03-31 | 348,450,769 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 105,855,690 |
Number of terminated vested participants | 2018-03-31 | 611 |
Fundng target for terminated vested participants | 2018-03-31 | 25,377,807 |
Active participant vested funding target | 2018-03-31 | 182,974,061 |
Number of active participants | 2018-03-31 | 2,683 |
Total funding liabilities for active participants | 2018-03-31 | 194,317,791 |
Total participant count | 2018-03-31 | 4,408 |
Total funding target for all participants | 2018-03-31 | 325,551,288 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 1,150,030 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 1,073,551 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 76,479 |
Present value of excess contributions | 2018-03-31 | 32,714,249 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 34,804,318 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 10,050,287 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 10,136,135 |
Total employer contributions | 2018-03-31 | 33,000,000 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 30,492,866 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 12,763,346 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 0 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 30,492,866 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 4,408 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 2,561 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 526 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 625 |
Total of all active and inactive participants | 2017-04-01 | 3,712 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 39 |
Total participants | 2017-04-01 | 3,751 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
Market value of plan assets | 2017-03-31 | 291,947,575 |
Acturial value of plan assets | 2017-03-31 | 309,117,494 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 95,997,752 |
Number of terminated vested participants | 2017-03-31 | 574 |
Fundng target for terminated vested participants | 2017-03-31 | 23,023,750 |
Active participant vested funding target | 2017-03-31 | 167,851,661 |
Number of active participants | 2017-03-31 | 2,811 |
Total funding liabilities for active participants | 2017-03-31 | 179,678,367 |
Total participant count | 2017-03-31 | 4,436 |
Total funding target for all participants | 2017-03-31 | 298,699,869 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 37,619,555 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 8,575,709 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 29,043,846 |
Present value of excess contributions | 2017-03-31 | 9,567,437 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 9,421,561 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 27,185,146 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 1,150,030 |
Total employer contributions | 2017-03-31 | 37,000,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 34,086,750 |
Liquidity shortfalls end of Q1 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 11,713,647 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 0 |
Waiver amortization installment | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 2,446,052 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 1,073,551 |
Additional cash requirement | 2017-03-31 | 1,372,501 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 34,086,750 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 4,436 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 2,683 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 976 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 611 |
Total of all active and inactive participants | 2016-04-01 | 4,270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 138 |
Total participants | 2016-04-01 | 4,408 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 4,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 2,811 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 917 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 574 |
Total of all active and inactive participants | 2015-04-01 | 4,302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 134 |
Total participants | 2015-04-01 | 4,436 |
Number of participants with account balances | 2015-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 4,762 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 2,918 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 840 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 567 |
Total of all active and inactive participants | 2014-04-01 | 4,325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 131 |
Total participants | 2014-04-01 | 4,456 |
Number of participants with account balances | 2014-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 4,828 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 3,107 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 769 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 757 |
Total of all active and inactive participants | 2013-04-01 | 4,633 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 129 |
Total participants | 2013-04-01 | 4,762 |
Number of participants with account balances | 2013-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 3 |
2012: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 5,658 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 3,250 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 712 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 751 |
Total of all active and inactive participants | 2012-04-01 | 4,713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 115 |
Total participants | 2012-04-01 | 4,828 |
Number of participants with account balances | 2012-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
2011: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 5,729 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 3,364 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 645 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1,557 |
Total of all active and inactive participants | 2011-04-01 | 5,566 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 92 |
Total participants | 2011-04-01 | 5,658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 3 |
2010: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 5,830 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 3,500 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 596 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 1,552 |
Total of all active and inactive participants | 2010-04-01 | 5,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 81 |
Total participants | 2010-04-01 | 5,729 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 64 |
2009: CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 5,840 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 3,778 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 552 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 1,427 |
Total of all active and inactive participants | 2009-04-01 | 5,757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 73 |
Total participants | 2009-04-01 | 5,830 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 22 |
Measure | Date | Value |
---|
2023 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2023 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-7,596,149 |
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-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 assets | 2023-03-31 | $-1,339,036 |
Total of all expenses incurred | 2023-03-31 | $18,029,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $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 year | 2023-03-31 | $447,148,256 |
Value of total assets at beginning of year | 2023-03-31 | $494,793,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $2,227,194 |
Total interest from all sources | 2023-03-31 | $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 year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $8,376,849 |
Administrative expenses professional fees incurred | 2023-03-31 | $469,518 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $31,310,450 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $32,755,543 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $73,615 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $25,879 |
Other income not declared elsewhere | 2023-03-31 | $0 |
Administrative expenses (other) incurred | 2023-03-31 | $1,206,093 |
Total non interest bearing cash at end of year | 2023-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-03-31 | $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 appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-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) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-03-31 | $25,914,577 |
Assets. partnership/joint venture interests at beginning of year | 2023-03-31 | $29,418,291 |
Investment advisory and management fees | 2023-03-31 | $551,583 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $313,352,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $321,765,022 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $39,609,672 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $60,531,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $9,953,607 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $6,751,595 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $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 assets | 2023-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $6,000,000 |
Employer contributions (assets) at end of year | 2023-03-31 | $6,000,000 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $6,000,000 |
Income. Dividends from common stock | 2023-03-31 | $298,070 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $15,802,548 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-03-31 | $20,933,560 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $22,544,978 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Aggregate proceeds on sale of assets | 2023-03-31 | $43,759,517 |
Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $45,098,553 |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2023-03-31 | 351476702 |
2022 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $7,159,613 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $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 assets | 2022-03-31 | $2,420,930 |
Total of all expenses incurred | 2022-03-31 | $17,609,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $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 year | 2022-03-31 | $494,793,041 |
Value of total assets at beginning of year | 2022-03-31 | $491,253,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $3,094,072 |
Total interest from all sources | 2022-03-31 | $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 year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $11,308,387 |
Administrative expenses professional fees incurred | 2022-03-31 | $193,930 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $32,755,543 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $33,329,161 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $25,879 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $20,030 |
Administrative expenses (other) incurred | 2022-03-31 | $2,254,696 |
Total non interest bearing cash at end of year | 2022-03-31 | $15,000,002 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $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) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-03-31 | $29,418,291 |
Assets. partnership/joint venture interests at beginning of year | 2022-03-31 | $30,466,780 |
Investment advisory and management fees | 2022-03-31 | $645,446 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $321,765,022 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $328,951,237 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $60,531,731 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $52,156,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $6,751,595 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $9,774,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $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 assets | 2022-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $8,000,000 |
Employer contributions (assets) at end of year | 2022-03-31 | $6,000,000 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $14,000,000 |
Income. Dividends from common stock | 2022-03-31 | $526,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $14,515,396 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-03-31 | $22,544,978 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $22,555,917 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Aggregate proceeds on sale of assets | 2022-03-31 | $29,721,749 |
Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $27,300,819 |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2022-03-31 | 351476702 |
2021 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $39,324,675 |
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $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 assets | 2021-03-31 | $9,102,080 |
Total of all expenses incurred | 2021-03-31 | $14,951,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $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 year | 2021-03-31 | $491,253,564 |
Value of total assets at beginning of year | 2021-03-31 | $354,084,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $3,012,634 |
Total interest from all sources | 2021-03-31 | $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 year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $8,969,661 |
Administrative expenses professional fees incurred | 2021-03-31 | $99,032 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $33,329,161 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $20,837,959 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $20,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $16,647 |
Administrative expenses (other) incurred | 2021-03-31 | $2,368,562 |
Total non interest bearing cash at end of year | 2021-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $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) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-03-31 | $30,466,780 |
Assets. partnership/joint venture interests at beginning of year | 2021-03-31 | $23,766,704 |
Investment advisory and management fees | 2021-03-31 | $545,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $328,951,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $248,643,918 |
Interest earned on other investments | 2021-03-31 | $188,448 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $52,156,271 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $32,807,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $9,774,168 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $6,766,280 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $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 assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $20,000,000 |
Employer contributions (assets) at end of year | 2021-03-31 | $14,000,000 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $10,000,000 |
Income. Dividends from common stock | 2021-03-31 | $174,784 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $11,938,475 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $22,555,917 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $11,246,430 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Aggregate proceeds on sale of assets | 2021-03-31 | $31,735,713 |
Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $22,633,633 |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2021-03-31 | 351476702 |
2020 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $2,607,272 |
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $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 assets | 2020-03-31 | $543,893 |
Total of all expenses incurred | 2020-03-31 | $12,336,120 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $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 year | 2020-03-31 | $354,084,994 |
Value of total assets at beginning of year | 2020-03-31 | $371,420,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $2,981,565 |
Total interest from all sources | 2020-03-31 | $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 year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $7,950,718 |
Administrative expenses professional fees incurred | 2020-03-31 | $298,209 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $20,837,959 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $20,729,225 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $16,647 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $22,810 |
Administrative expenses (other) incurred | 2020-03-31 | $2,301,255 |
Total non interest bearing cash at end of year | 2020-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-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) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-03-31 | $23,766,704 |
Assets. partnership/joint venture interests at beginning of year | 2020-03-31 | $17,215,486 |
Investment advisory and management fees | 2020-03-31 | $382,101 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $248,643,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $255,609,744 |
Interest earned on other investments | 2020-03-31 | $215,178 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $32,807,056 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $35,062,720 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $6,766,280 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $15,019,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $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 assets | 2020-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $14,500,000 |
Employer contributions (assets) at end of year | 2020-03-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $12,000,000 |
Income. Dividends from common stock | 2020-03-31 | $185,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $9,354,555 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $11,246,430 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $15,760,854 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Aggregate proceeds on sale of assets | 2020-03-31 | $34,259,365 |
Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $33,715,472 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2020-03-31 | 351476702 |
2019 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $368,525 |
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $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 assets | 2019-03-31 | $-1,897,579 |
Total of all expenses incurred | 2019-03-31 | $31,817,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $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 year | 2019-03-31 | $371,420,270 |
Value of total assets at beginning of year | 2019-03-31 | $381,334,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $1,748,444 |
Total interest from all sources | 2019-03-31 | $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 year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $7,006,623 |
Administrative expenses professional fees incurred | 2019-03-31 | $333,506 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-03-31 | $20,729,225 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-03-31 | $20,504,702 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $22,810 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $77,129 |
Administrative expenses (other) incurred | 2019-03-31 | $1,151,605 |
Total non interest bearing cash at end of year | 2019-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $-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) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-03-31 | $17,215,486 |
Assets. partnership/joint venture interests at beginning of year | 2019-03-31 | $12,015,416 |
Investment advisory and management fees | 2019-03-31 | $263,333 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $255,609,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $231,812,694 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $35,062,720 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $31,836,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $15,019,431 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $36,519,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $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 benefits | 2019-03-31 | $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 assets | 2019-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2019-03-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $33,000,000 |
Income. Dividends from common stock | 2019-03-31 | $218,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $7,252,925 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-31 | $15,760,854 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-03-31 | $15,568,226 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Aggregate proceeds on sale of assets | 2019-03-31 | $89,722,734 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $91,620,313 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2019-03-31 | 351476702 |
2018 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $4,683,570 |
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $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 assets | 2018-03-31 | $5,300,708 |
Total of all expenses incurred | 2018-03-31 | $38,951,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $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 year | 2018-03-31 | $381,334,381 |
Value of total assets at beginning of year | 2018-03-31 | $350,830,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $2,678,504 |
Total interest from all sources | 2018-03-31 | $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 year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $7,408,548 |
Administrative expenses professional fees incurred | 2018-03-31 | $250,655 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $20,504,702 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $14,395,762 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $77,129 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $12,186 |
Administrative expenses (other) incurred | 2018-03-31 | $2,097,037 |
Total non interest bearing cash at end of year | 2018-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $7 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $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) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-03-31 | $12,015,416 |
Assets. partnership/joint venture interests at beginning of year | 2018-03-31 | $28,378,513 |
Investment advisory and management fees | 2018-03-31 | $330,812 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $231,812,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $223,815,988 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $31,836,264 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $32,664,426 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $36,519,950 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $2,514,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $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 benefits | 2018-03-31 | $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 assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $33,000,000 |
Employer contributions (assets) at end of year | 2018-03-31 | $33,000,000 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $33,000,000 |
Income. Dividends from preferred stock | 2018-03-31 | $44 |
Income. Dividends from common stock | 2018-03-31 | $198,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $11,808,869 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $15,568,226 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $16,049,771 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Aggregate proceeds on sale of assets | 2018-03-31 | $34,963,684 |
Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $29,662,976 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2018-03-31 | 351476702 |
2017 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $9,003,250 |
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $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 assets | 2017-03-31 | $475,104 |
Total of all expenses incurred | 2017-03-31 | $12,683,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $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 year | 2017-03-31 | $350,830,877 |
Value of total assets at beginning of year | 2017-03-31 | $292,216,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $3,189,272 |
Total interest from all sources | 2017-03-31 | $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 year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $5,097,317 |
Administrative expenses professional fees incurred | 2017-03-31 | $285,769 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-03-31 | $14,395,762 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $13,335,831 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $12,186 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $13,352 |
Other income not declared elsewhere | 2017-03-31 | $0 |
Administrative expenses (other) incurred | 2017-03-31 | $2,602,436 |
Total non interest bearing cash at end of year | 2017-03-31 | $7 |
Total non interest bearing cash at beginning of year | 2017-03-31 | $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 appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $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) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-03-31 | $28,378,513 |
Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $29,203,779 |
Investment advisory and management fees | 2017-03-31 | $301,067 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $223,815,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $189,960,343 |
Value of interest in common/collective trusts at end of year | 2017-03-31 | $32,664,426 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $30,982,280 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $2,514,224 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $1,759,862 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $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 assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $37,000,000 |
Employer contributions (assets) at end of year | 2017-03-31 | $33,000,000 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $14,000,000 |
Income. Dividends from common stock | 2017-03-31 | $222,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $9,494,152 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $16,049,771 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $12,928,836 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Aggregate proceeds on sale of assets | 2017-03-31 | $21,855,959 |
Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $21,380,855 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2017-03-31 | 351476702 |
2016 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-9,311,352 |
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-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 assets | 2016-03-31 | $-1,387,594 |
Total of all expenses incurred | 2016-03-31 | $10,978,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $292,216,005 |
Value of total assets at beginning of year | 2016-03-31 | $293,394,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $1,796,613 |
Total interest from all sources | 2016-03-31 | $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 year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $4,905,992 |
Administrative expenses professional fees incurred | 2016-03-31 | $117,610 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $13,335,831 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $14,374,078 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $13,352 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $9,218 |
Other income not declared elsewhere | 2016-03-31 | $-8,560 |
Administrative expenses (other) incurred | 2016-03-31 | $1,180,866 |
Total non interest bearing cash at end of year | 2016-03-31 | $31,722 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $9 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-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) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-03-31 | $29,203,779 |
Assets. partnership/joint venture interests at beginning of year | 2016-03-31 | $29,172,635 |
Investment advisory and management fees | 2016-03-31 | $498,137 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $189,960,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $187,752,165 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $30,982,280 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $30,256,133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $1,759,862 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $2,158,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $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 assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $17,000,000 |
Employer contributions (assets) at end of year | 2016-03-31 | $14,000,000 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $15,000,000 |
Income. Dividends from preferred stock | 2016-03-31 | $87 |
Income. Dividends from common stock | 2016-03-31 | $155,791 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $9,181,622 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $12,928,836 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $14,672,407 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Aggregate proceeds on sale of assets | 2016-03-31 | $19,609,932 |
Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $20,997,526 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2016-03-31 | 351476702 |
2015 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $7,076,737 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $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 assets | 2015-03-31 | $-123,683 |
Total of all expenses incurred | 2015-03-31 | $22,978,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $293,394,722 |
Value of total assets at beginning of year | 2015-03-31 | $276,531,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $1,639,970 |
Total interest from all sources | 2015-03-31 | $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 year | 2015-03-31 | No |
Administrative expenses professional fees incurred | 2015-03-31 | $214,700 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $14,374,078 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $13,425,028 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $9,218 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $8,821 |
Administrative expenses (other) incurred | 2015-03-31 | $871,836 |
Total non interest bearing cash at end of year | 2015-03-31 | $9 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $8 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $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) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-03-31 | $29,172,635 |
Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $27,234,517 |
Investment advisory and management fees | 2015-03-31 | $553,434 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $187,752,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $176,527,978 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $30,256,133 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $29,525,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $2,158,077 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,247,559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $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 trusts | 2015-03-31 | $13,226,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $19,500,000 |
Employer contributions (assets) at end of year | 2015-03-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $13,500,000 |
Income. Dividends from common stock | 2015-03-31 | $159,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $21,338,121 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $14,672,407 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $15,062,394 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $29,149,431 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $29,273,114 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2015-03-31 | 351476702 |
2014 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $11,681,385 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $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 assets | 2014-03-31 | $1,374,832 |
Total of all expenses incurred | 2014-03-31 | $9,019,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $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 year | 2014-03-31 | $276,531,983 |
Value of total assets at beginning of year | 2014-03-31 | $239,329,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $1,360,646 |
Total interest from all sources | 2014-03-31 | $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 year | 2014-03-31 | No |
Administrative expenses professional fees incurred | 2014-03-31 | $138,720 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $13,425,028 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $12,200,411 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $8,821 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $11,757 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $899,801 |
Other income not declared elsewhere | 2014-03-31 | $75 |
Administrative expenses (other) incurred | 2014-03-31 | $718,467 |
Total non interest bearing cash at end of year | 2014-03-31 | $8 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $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) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-03-31 | $27,234,517 |
Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $23,027,080 |
Investment advisory and management fees | 2014-03-31 | $503,459 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $176,527,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $150,075,432 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $29,525,678 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $24,098,578 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,247,559 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $2,851,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $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 trusts | 2014-03-31 | $14,086,976 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $16,500,000 |
Employer contributions (assets) at end of year | 2014-03-31 | $13,500,000 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $13,500,000 |
Income. Dividends from preferred stock | 2014-03-31 | $73 |
Income. Dividends from common stock | 2014-03-31 | $140,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $7,658,830 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $15,062,394 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $13,565,320 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $23,141,531 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $21,766,699 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2014-03-31 | 351476702 |
2013 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $13,251,024 |
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $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 assets | 2013-03-31 | $106,045 |
Total of all expenses incurred | 2013-03-31 | $24,419,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $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 year | 2013-03-31 | $239,329,637 |
Value of total assets at beginning of year | 2013-03-31 | $225,287,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $1,227,348 |
Total interest from all sources | 2013-03-31 | $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 year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $4,197,970 |
Administrative expenses professional fees incurred | 2013-03-31 | $284,180 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-03-31 | $12,200,411 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-03-31 | $11,474,278 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $11,757 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $10,341 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $899,801 |
Administrative expenses (other) incurred | 2013-03-31 | $510,663 |
Total non interest bearing cash at beginning of year | 2013-03-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $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) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-03-31 | $23,027,080 |
Assets. partnership/joint venture interests at beginning of year | 2013-03-31 | $18,905,042 |
Investment advisory and management fees | 2013-03-31 | $432,505 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $150,075,432 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $146,575,821 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $24,098,578 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $21,230,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $2,851,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $1,111,066 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $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 trusts | 2013-03-31 | $2,868,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $16,500,000 |
Employer contributions (assets) at end of year | 2013-03-31 | $13,500,000 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $13,000,000 |
Income. Dividends from common stock | 2013-03-31 | $336,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $23,192,249 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $13,565,320 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $12,980,188 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $57,734,064 |
Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $57,628,019 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2013-03-31 | 351476702 |
2012 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $691,870 |
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $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 assets | 2012-03-31 | $-1,737,700 |
Total of all expenses incurred | 2012-03-31 | $6,886,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $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 year | 2012-03-31 | $225,287,110 |
Value of total assets at beginning of year | 2012-03-31 | $214,763,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $887,382 |
Total interest from all sources | 2012-03-31 | $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 year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $1,277,114 |
Administrative expenses professional fees incurred | 2012-03-31 | $149,960 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-03-31 | $11,474,278 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-03-31 | $11,846,853 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $10,341 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $168,492 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $3,000,000 |
Administrative expenses (other) incurred | 2012-03-31 | $292,872 |
Total non interest bearing cash at end of year | 2012-03-31 | $5 |
Total non interest bearing cash at beginning of year | 2012-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $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) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-03-31 | $18,905,042 |
Assets. partnership/joint venture interests at beginning of year | 2012-03-31 | $14,055,889 |
Investment advisory and management fees | 2012-03-31 | $444,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $146,575,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $135,874,429 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $21,230,369 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $19,374,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $1,111,066 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $7,759,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $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 trusts | 2012-03-31 | $1,855,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $16,000,000 |
Employer contributions (assets) at end of year | 2012-03-31 | $13,000,000 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $9,000,000 |
Income. Dividends from common stock | 2012-03-31 | $150,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $5,999,123 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $12,980,188 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $16,684,762 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $38,735,179 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $40,472,879 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2012-03-31 | 351476702 |
2011 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $3,994,689 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $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 assets | 2011-03-31 | $1,931,228 |
Total of all expenses incurred | 2011-03-31 | $6,498,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $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 year | 2011-03-31 | $214,763,930 |
Value of total assets at beginning of year | 2011-03-31 | $178,920,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $762,396 |
Total interest from all sources | 2011-03-31 | $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 year | 2011-03-31 | No |
Administrative expenses professional fees incurred | 2011-03-31 | $124,775 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-03-31 | $11,846,853 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-03-31 | $11,206,110 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $168,492 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $147,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-03-31 | $3,000,000 |
Administrative expenses (other) incurred | 2011-03-31 | $275,753 |
Total non interest bearing cash at end of year | 2011-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-03-31 | $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 appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $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) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-03-31 | $14,055,889 |
Assets. partnership/joint venture interests at beginning of year | 2011-03-31 | $8,147,687 |
Investment advisory and management fees | 2011-03-31 | $361,868 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $135,874,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $117,177,548 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $19,374,469 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $16,913,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $7,759,036 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $5,435,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $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 trusts | 2011-03-31 | $2,460,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $15,143,670 |
Employer contributions (assets) at end of year | 2011-03-31 | $9,000,000 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $7,000,000 |
Income. Dividends from common stock | 2011-03-31 | $124,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $5,736,444 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $16,684,762 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $12,831,218 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $27,388,477 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $25,457,249 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | BRADY, WARE & SCHOENFELD |
Accountancy firm EIN | 2011-03-31 | 351476702 |
2010 : CROWN EQUIPMENT CORPORATION RETIREMENT PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |