?>
Plan Name | DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DWYER INSTRUMENTS, LLC. |
Employer identification number (EIN): | 350961454 |
NAIC Classification: | 334500 |
Additional information about DWYER INSTRUMENTS, LLC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1977-12-12 |
Company Identification Number: | 0004194406 |
Legal Registered Office Address: |
PO BOX 373 MICHIGAN CITY United States of America (USA) 46361 |
More information about DWYER INSTRUMENTS, LLC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TOM ALEXANDER | |||
001 | 2016-01-01 | TOM ALEXANDER | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | TOM ALEXANDER | |||
001 | 2014-01-01 | THOMAS L ALEXANDER | |||
001 | 2013-01-01 | THOMAS L ALEXANDER | |||
001 | 2012-01-01 | THOMAS L ALEXANDER | THOMAS L ALEXANDER | 2013-10-11 | |
001 | 2011-01-01 | TOM ALEXANDER | TOM ALEXANDER | 2012-10-15 | |
001 | 2009-01-01 | THOMAS ALEXANDER |
Measure | Date | Value |
---|---|---|
2022: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 768 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 631 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 165 |
Total of all active and inactive participants | 2022-01-01 | 799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 804 |
Number of participants with account balances | 2022-01-01 | 651 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 719 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 626 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 136 |
Total of all active and inactive participants | 2021-01-01 | 766 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 768 |
Number of participants with account balances | 2021-01-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 31 |
2020: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 576 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 139 |
Total of all active and inactive participants | 2020-01-01 | 715 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 719 |
Number of participants with account balances | 2020-01-01 | 658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 44 |
2019: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 782 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 621 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 133 |
Total of all active and inactive participants | 2019-01-01 | 756 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 759 |
Number of participants with account balances | 2019-01-01 | 684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 35 |
2018: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 789 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 657 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 120 |
Total of all active and inactive participants | 2018-01-01 | 781 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 782 |
Number of participants with account balances | 2018-01-01 | 664 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 35 |
2017: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 808 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 639 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 150 |
Total of all active and inactive participants | 2017-01-01 | 789 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 789 |
Number of participants with account balances | 2017-01-01 | 684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 27 |
2016: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 789 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 663 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 132 |
Total of all active and inactive participants | 2016-01-01 | 795 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 796 |
Number of participants with account balances | 2016-01-01 | 682 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 26 |
2015: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 771 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 699 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 90 |
Total of all active and inactive participants | 2015-01-01 | 789 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 789 |
Number of participants with account balances | 2015-01-01 | 656 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 748 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 675 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 78 |
Total of all active and inactive participants | 2014-01-01 | 753 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 753 |
Number of participants with account balances | 2014-01-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 12 |
2013: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 715 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 661 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 76 |
Total of all active and inactive participants | 2013-01-01 | 737 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 739 |
Number of participants with account balances | 2013-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
2012: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 760 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 649 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 59 |
Total of all active and inactive participants | 2012-01-01 | 708 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 710 |
Number of participants with account balances | 2012-01-01 | 612 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 730 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 686 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 60 |
Total of all active and inactive participants | 2011-01-01 | 746 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 746 |
Number of participants with account balances | 2011-01-01 | 611 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 9 |
2009: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 676 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 592 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 49 |
Total of all active and inactive participants | 2009-01-01 | 641 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 642 |
Number of participants with account balances | 2009-01-01 | 569 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,775,126 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,071,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,921,981 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $6,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,667,113 |
Value of total assets at end of year | 2022-12-31 | $50,294,770 |
Value of total assets at beginning of year | 2022-12-31 | $62,141,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $142,398 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,316,672 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,316,672 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,444,304 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,325,501 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $142,398 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-11,846,361 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,294,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $62,141,131 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,564,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $52,485,798 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $7,730,388 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $9,655,333 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,882,169 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $123,258 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $1,897,308 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,921,981 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $11,930,967 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,766,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,633,487 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $4,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,408,426 |
Value of total assets at end of year | 2021-12-31 | $62,141,131 |
Value of total assets at beginning of year | 2021-12-31 | $54,977,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $128,859 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,119,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,119,300 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,001,770 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $616,071 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $128,859 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $7,164,110 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $62,141,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $54,977,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $52,485,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,165,265 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $9,655,333 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $8,811,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,296,734 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $106,507 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $1,790,585 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,633,487 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,430,892 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,855,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,742,552 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,610,465 |
Value of total assets at end of year | 2020-12-31 | $54,977,021 |
Value of total assets at beginning of year | 2020-12-31 | $51,401,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $112,956 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,304,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,304,502 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,803,957 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $46,487 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $112,956 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $3,575,384 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $54,977,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,401,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $46,165,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $43,144,925 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $8,811,756 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $8,256,712 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,348,609 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $167,316 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $1,760,021 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,742,552 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2020-12-31 | 134008324 |
2019 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,844,627 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,897,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,787,036 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $2,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,157,607 |
Value of total assets at end of year | 2019-12-31 | $51,401,637 |
Value of total assets at beginning of year | 2019-12-31 | $44,454,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $108,185 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,245,153 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,245,153 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,681,118 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $835,318 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $108,185 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $6,947,140 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,401,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $44,454,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,144,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $36,153,218 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $8,256,712 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,301,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,258,325 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $183,542 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $1,641,171 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,787,036 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2019-12-31 | 134008324 |
2018 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $674,768 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,518,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,372,870 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,163,250 |
Value of total assets at end of year | 2018-12-31 | $44,454,497 |
Value of total assets at beginning of year | 2018-12-31 | $48,298,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $145,606 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,662,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,662,770 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,565,929 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $57,397 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $5,052 |
Administrative expenses (other) incurred | 2018-12-31 | $145,606 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-3,843,708 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $44,454,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $48,298,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $36,153,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $38,725,296 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $8,301,279 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $9,572,909 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,363,974 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $207,670 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $1,539,924 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,372,870 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,440,697 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,696,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,527,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,351,225 |
Value of total assets at end of year | 2017-12-31 | $48,298,205 |
Value of total assets at beginning of year | 2017-12-31 | $43,554,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $169,236 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $716,815 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $716,815 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,473,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $279,959 |
Other income not declared elsewhere | 2017-12-31 | $1,120 |
Administrative expenses (other) incurred | 2017-12-31 | $169,236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,744,111 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $48,298,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $43,554,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $38,725,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,179,335 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,572,909 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $10,374,759 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,222,775 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $148,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,597,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,527,350 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,318,017 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,500,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,339,724 |
Value of total corrective distributions | 2016-12-31 | $8,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,314,564 |
Value of total assets at end of year | 2016-12-31 | $43,554,094 |
Value of total assets at beginning of year | 2016-12-31 | $39,736,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $152,857 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $609,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $609,403 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,581,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $153,536 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $152,857 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,817,337 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $43,554,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $39,736,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,179,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $29,541,878 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $10,374,759 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,194,879 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,256,267 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $137,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,579,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,339,724 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,894,337 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,225,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,023,792 |
Value of total corrective distributions | 2015-12-31 | $28,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,941,808 |
Value of total assets at end of year | 2015-12-31 | $39,736,757 |
Value of total assets at beginning of year | 2015-12-31 | $40,067,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $172,756 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $545,889 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $545,889 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,495,364 |
Other income not declared elsewhere | 2015-12-31 | $-2 |
Administrative expenses (other) incurred | 2015-12-31 | $172,756 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-330,934 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $39,736,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $40,067,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $29,541,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $29,953,299 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,194,879 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,113,187 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-717,072 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $123,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,446,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,023,792 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,933,106 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,363,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,241,021 |
Value of total corrective distributions | 2014-12-31 | $21,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,704,458 |
Value of total assets at end of year | 2014-12-31 | $40,067,691 |
Value of total assets at beginning of year | 2014-12-31 | $39,497,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $100,214 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $552,287 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $552,287 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,289,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $39,858 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $100,214 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $569,967 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $40,067,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,497,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $29,953,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $22,459,856 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,113,187 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $17,037,868 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,764,822 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-88,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,374,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,241,021 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,680,491 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,204,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,063,605 |
Value of total corrective distributions | 2013-12-31 | $12,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,552,797 |
Value of total assets at end of year | 2013-12-31 | $39,497,724 |
Value of total assets at beginning of year | 2013-12-31 | $33,021,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $128,181 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $379,013 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $379,013 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,153,160 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $78,439 |
Administrative expenses (other) incurred | 2013-12-31 | $128,181 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,476,009 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,497,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $33,021,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $22,459,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,204,994 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $17,037,868 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $14,816,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,237,873 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,510,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,321,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,063,605 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSE COOPERS, LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,339,086 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,742,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,618,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,289,385 |
Value of total assets at end of year | 2012-12-31 | $33,021,715 |
Value of total assets at beginning of year | 2012-12-31 | $29,425,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $124,139 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $320,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $320,695 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,024,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $45,012 |
Administrative expenses (other) incurred | 2012-12-31 | $124,139 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,596,348 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $33,021,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $29,425,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,204,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,098,737 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $14,816,721 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $13,323,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,986,516 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $742,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,219,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,618,599 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,961,952 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,576,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,453,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,169,620 |
Value of total assets at end of year | 2011-12-31 | $29,425,367 |
Value of total assets at beginning of year | 2011-12-31 | $30,039,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $122,585 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $155,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $155,527 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,030,892 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $8,738 |
Other income not declared elsewhere | 2011-12-31 | $106,533 |
Administrative expenses (other) incurred | 2011-12-31 | $122,585 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-614,572 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $29,425,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,039,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,098,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,784,692 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $13,323,985 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $13,255,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-674,331 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $204,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,129,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,453,939 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,920,373 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,248,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,157,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,008,701 |
Value of total assets at end of year | 2010-12-31 | $30,039,939 |
Value of total assets at beginning of year | 2010-12-31 | $28,368,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $90,789 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $90,789 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $942,725 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,538 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,671,781 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $30,039,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,368,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,784,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $14,212,190 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $13,255,247 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $14,153,430 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,751,454 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $160,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $1,065,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,157,803 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2022: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DWYER INSTRUMENTS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |