WESTFIELD STEEL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTFIELD STEEL RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: WESTFIELD STEEL RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 116 |
| Number of participants with account balances | 2022-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: WESTFIELD STEEL RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
| Total of all active and inactive participants | 2021-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 111 |
| Number of participants with account balances | 2021-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WESTFIELD STEEL RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 94 |
| 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 | 24 |
| Total of all active and inactive participants | 2020-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 119 |
| Number of participants with account balances | 2020-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WESTFIELD STEEL RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 122 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17 |
| Total of all active and inactive participants | 2019-01-01 | 139 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 140 |
| Number of participants with account balances | 2019-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WESTFIELD STEEL RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 125 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
| Total of all active and inactive participants | 2018-01-01 | 143 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 144 |
| Number of participants with account balances | 2018-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
| 2017: WESTFIELD STEEL RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 116 |
| 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 | 14 |
| Total of all active and inactive participants | 2017-01-01 | 130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 130 |
| Number of participants with account balances | 2017-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2009: WESTFIELD STEEL RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 68 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 12 |
| Total of all active and inactive participants | 2009-10-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 80 |
| Number of participants with account balances | 2009-10-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : WESTFIELD STEEL RETIREMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $4,203 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $4,203 |
| Total income from all sources (including contributions) | 2022-12-31 | $-29,927 |
| Total of all expenses incurred | 2022-12-31 | $178,843 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $160,400 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $321,394 |
| Value of total assets at end of year | 2022-12-31 | $1,899,288 |
| Value of total assets at beginning of year | 2022-12-31 | $2,108,058 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $18,443 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $35,990 |
| 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 | $35,990 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,425 |
| 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 | $200,212 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-208,770 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,899,288 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,108,058 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $8,247 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,108,370 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,281,603 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $553,726 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $602,540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $237,192 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $223,915 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-301,962 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-89,552 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $121,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $160,400 |
| Contract administrator fees | 2022-12-31 | $8,771 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 2021 : WESTFIELD STEEL RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $452,741 |
| Total of all expenses incurred | 2021-12-31 | $725,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $725,264 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $164,327 |
| Value of total assets at end of year | 2021-12-31 | $2,108,058 |
| Value of total assets at beginning of year | 2021-12-31 | $2,380,581 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $164,327 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-272,523 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,108,058 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,380,581 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,281,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,198,891 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $602,540 |
| Value of interest in common/collective trusts 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 | $223,915 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $181,690 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $288,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $725,264 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : WESTFIELD STEEL RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $714,894 |
| Total of all expenses incurred | 2020-12-31 | $345,225 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $345,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $378,972 |
| Value of total assets at end of year | 2020-12-31 | $2,380,581 |
| Value of total assets at beginning of year | 2020-12-31 | $2,010,912 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $199,720 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $8,532 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $129,161 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $369,669 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,380,581 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,010,912 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,198,891 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,850,185 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $181,690 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $146,971 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $335,922 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $50,091 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $5,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $345,225 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : WESTFIELD STEEL RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $683,609 |
| Total of all expenses incurred | 2019-12-31 | $197,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $197,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $351,884 |
| Value of total assets at end of year | 2019-12-31 | $2,010,912 |
| Value of total assets at beginning of year | 2019-12-31 | $1,524,405 |
| Total interest from all sources | 2019-12-31 | $53 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $215,383 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $2,780 |
| Participant contributions at end of year | 2019-12-31 | $8,532 |
| Participant contributions at beginning of year | 2019-12-31 | $7,825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $486,507 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,010,912 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,524,405 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,850,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,377,193 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $53 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $146,971 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $132,031 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $331,672 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $136,501 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,224 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $4,576 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $197,102 |
| 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 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : WESTFIELD STEEL RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $406,542 |
| Total of all expenses incurred | 2018-12-31 | $205,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $205,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $508,158 |
| Value of total assets at end of year | 2018-12-31 | $1,524,405 |
| Value of total assets at beginning of year | 2018-12-31 | $1,323,768 |
| Total interest from all sources | 2018-12-31 | $187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| 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 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $189,492 |
| Participant contributions at end of year | 2018-12-31 | $2,780 |
| Participant contributions at beginning of year | 2018-12-31 | $5,926 |
| Participant contributions at end of year | 2018-12-31 | $7,825 |
| Participant contributions at beginning of year | 2018-12-31 | $6,559 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $194,505 |
| Other income not declared elsewhere | 2018-12-31 | $45 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $200,637 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,524,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,323,768 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,377,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,305,891 |
| Interest on participant loans | 2018-12-31 | $187 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $132,031 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,081 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-101,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $124,161 |
| Employer contributions (assets) at end of year | 2018-12-31 | $4,576 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $4,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $205,905 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : WESTFIELD STEEL RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $554,273 |
| Total of all expenses incurred | 2017-12-31 | $60,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $60,515 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $393,120 |
| Value of total assets at end of year | 2017-12-31 | $1,323,768 |
| Value of total assets at beginning of year | 2017-12-31 | $830,010 |
| Total interest from all sources | 2017-12-31 | $317 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| 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 | $178,965 |
| Participant contributions at end of year | 2017-12-31 | $5,926 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $6,559 |
| Participant contributions at beginning of year | 2017-12-31 | $3,425 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $94,315 |
| Other income not declared elsewhere | 2017-12-31 | $18 |
| 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 |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $493,758 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,323,768 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $830,010 |
| 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 | $1,305,891 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $825,768 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $317 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,081 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $817 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $160,818 |
| 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 | $119,840 |
| Employer contributions (assets) at end of year | 2017-12-31 | $4,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $60,515 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
| 2010 : WESTFIELD STEEL RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
