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AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameAMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN
Plan identification number 026

AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMSTED INDUSTRIES INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:AMSTED INDUSTRIES INCORPORATED
Employer identification number (EIN):360730380
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about AMSTED INDUSTRIES INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0666111

More information about AMSTED INDUSTRIES INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0262021-10-01
0262020-10-01
0262019-10-01
0262018-10-01
0262017-10-01
0262016-10-01SHIRLEY WHITESELL
0262015-10-01SHIRLEY WHITESELL
0262015-10-01
0262014-10-01SHIRLEY WHITESELL
0262014-10-01SHIRLEY WHITESELL
0262013-10-01SHIRLEY WHITESELL
0262012-10-01SHIRLEY WHITESELL
0262011-10-01SHIRLEY WHITESELL
0262009-10-01M J HOWER

Plan Statistics for AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-09-30183,874,439
Acturial value of plan assets2022-09-30174,880,830
Funding target for retired participants and beneficiaries receiving payment2022-09-30112,318,562
Number of terminated vested participants2022-09-30610
Fundng target for terminated vested participants2022-09-3015,381,349
Active participant vested funding target2022-09-3032,322,862
Number of active participants2022-09-30447
Total funding liabilities for active participants2022-09-3034,628,565
Total participant count2022-09-302,238
Total funding target for all participants2022-09-30162,328,476
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-302,482,796
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-012,230
Total number of active participants reported on line 7a of the Form 55002021-10-01387
Number of retired or separated participants receiving benefits2021-10-011,058
Number of other retired or separated participants entitled to future benefits2021-10-01614
Total of all active and inactive participants2021-10-012,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-01158
Total participants2021-10-012,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-30177,922,660
Acturial value of plan assets2021-09-30168,958,591
Funding target for retired participants and beneficiaries receiving payment2021-09-30110,910,373
Number of terminated vested participants2021-09-30587
Fundng target for terminated vested participants2021-09-3014,677,420
Active participant vested funding target2021-09-3036,571,117
Number of active participants2021-09-30531
Total funding liabilities for active participants2021-09-3039,145,477
Total participant count2021-09-302,263
Total funding target for all participants2021-09-30164,733,270
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-30643,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-30679,073
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-302,495,594
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,259
Total number of active participants reported on line 7a of the Form 55002020-10-01447
Number of retired or separated participants receiving benefits2020-10-011,049
Number of other retired or separated participants entitled to future benefits2020-10-01584
Total of all active and inactive participants2020-10-012,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-01150
Total participants2020-10-012,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-30167,821,959
Acturial value of plan assets2020-09-30163,812,249
Funding target for retired participants and beneficiaries receiving payment2020-09-30113,126,933
Number of terminated vested participants2020-09-30577
Fundng target for terminated vested participants2020-09-3014,195,039
Active participant vested funding target2020-09-3039,742,527
Number of active participants2020-09-30710
Total funding liabilities for active participants2020-09-3043,207,969
Total participant count2020-09-302,409
Total funding target for all participants2020-09-30170,529,941
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-301,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-301,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-304,732,532
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-304,537,098
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-302,624,891
Net shortfall amortization installment of oustanding balance2020-09-306,717,692
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-303,893,488
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-303,893,488
Contributions allocatedtoward minimum required contributions for current year2020-09-304,537,098
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-012,397
Total number of active participants reported on line 7a of the Form 55002019-10-01531
Number of retired or separated participants receiving benefits2019-10-011,023
Number of other retired or separated participants entitled to future benefits2019-10-01551
Total of all active and inactive participants2019-10-012,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-01154
Total participants2019-10-012,259
Number of participants with account balances2019-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
Market value of plan assets2019-09-30158,649,837
Acturial value of plan assets2019-09-30160,715,800
Funding target for retired participants and beneficiaries receiving payment2019-09-30106,210,698
Number of terminated vested participants2019-09-30488
Fundng target for terminated vested participants2019-09-3012,967,979
Active participant vested funding target2019-09-3042,039,310
Number of active participants2019-09-30903
Total funding liabilities for active participants2019-09-3046,248,951
Total participant count2019-09-302,469
Total funding target for all participants2019-09-30165,427,628
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-304,500,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-304,765,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-303,897,275
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-303,760,837
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-302,917,237
Net shortfall amortization installment of oustanding balance2019-09-304,711,828
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-303,759,157
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-303,759,157
Contributions allocatedtoward minimum required contributions for current year2019-09-303,760,837
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012,463
Total number of active participants reported on line 7a of the Form 55002018-10-01708
Number of retired or separated participants receiving benefits2018-10-011,003
Number of other retired or separated participants entitled to future benefits2018-10-01541
Total of all active and inactive participants2018-10-012,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01145
Total participants2018-10-012,397
Number of participants with account balances2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-30166,330,251
Acturial value of plan assets2018-09-30161,495,292
Funding target for retired participants and beneficiaries receiving payment2018-09-30103,010,529
Number of terminated vested participants2018-09-30707
Fundng target for terminated vested participants2018-09-3017,318,331
Active participant vested funding target2018-09-3040,688,824
Number of active participants2018-09-301,002
Total funding liabilities for active participants2018-09-3044,910,776
Total participant count2018-09-302,768
Total funding target for all participants2018-09-30165,239,636
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-303,276,020
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-303,474,874
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-309,400,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-308,529,891
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-303,414,834
Net shortfall amortization installment of oustanding balance2018-09-303,744,344
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-304,029,700
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-304,029,700
Contributions allocatedtoward minimum required contributions for current year2018-09-308,529,891
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-012,761
Total number of active participants reported on line 7a of the Form 55002017-10-01901
Number of retired or separated participants receiving benefits2017-10-01972
Number of other retired or separated participants entitled to future benefits2017-10-01455
Total of all active and inactive participants2017-10-012,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-01135
Total participants2017-10-012,463
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-011
Market value of plan assets2017-09-30181,785,414
Acturial value of plan assets2017-09-30187,705,674
Funding target for retired participants and beneficiaries receiving payment2017-09-30117,566,177
Number of terminated vested participants2017-09-30671
Fundng target for terminated vested participants2017-09-3016,168,671
Active participant vested funding target2017-09-3041,677,745
Number of active participants2017-09-301,138
Total funding liabilities for active participants2017-09-3046,566,179
Total participant count2017-09-303,742
Total funding target for all participants2017-09-30180,301,027
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3023,589,356
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3025,066,050
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-303,602,189
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-303,276,020
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-303,931,122
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-303,276,020
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-013,735
Total number of active participants reported on line 7a of the Form 55002016-10-01999
Number of retired or separated participants receiving benefits2016-10-01946
Number of other retired or separated participants entitled to future benefits2016-10-01690
Total of all active and inactive participants2016-10-012,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01126
Total participants2016-10-012,761
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-013,815
Total number of active participants reported on line 7a of the Form 55002015-10-011,136
Number of retired or separated participants receiving benefits2015-10-011,638
Number of other retired or separated participants entitled to future benefits2015-10-01653
Total of all active and inactive participants2015-10-013,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-01308
Total participants2015-10-013,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0115
2014: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-013,884
Total number of active participants reported on line 7a of the Form 55002014-10-011,243
Number of retired or separated participants receiving benefits2014-10-011,646
Number of other retired or separated participants entitled to future benefits2014-10-01638
Total of all active and inactive participants2014-10-013,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-01288
Total participants2014-10-013,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0131
2013: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-014,686
Total number of active participants reported on line 7a of the Form 55002013-10-011,322
Number of retired or separated participants receiving benefits2013-10-011,649
Number of other retired or separated participants entitled to future benefits2013-10-01662
Total of all active and inactive participants2013-10-013,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-01251
Total participants2013-10-013,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0170
2012: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-014,703
Total number of active participants reported on line 7a of the Form 55002012-10-011,805
Number of retired or separated participants receiving benefits2012-10-011,558
Number of other retired or separated participants entitled to future benefits2012-10-011,071
Total of all active and inactive participants2012-10-014,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-01252
Total participants2012-10-014,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0145
2011: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015,204
Total number of active participants reported on line 7a of the Form 55002011-10-011,869
Number of retired or separated participants receiving benefits2011-10-011,518
Number of other retired or separated participants entitled to future benefits2011-10-011,085
Total of all active and inactive participants2011-10-014,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-01231
Total participants2011-10-014,703
Number of participants with account balances2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0149
2009: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-015,524
Total number of active participants reported on line 7a of the Form 55002009-10-012,255
Number of retired or separated participants receiving benefits2009-10-011,436
Number of other retired or separated participants entitled to future benefits2009-10-011,498
Total of all active and inactive participants2009-10-015,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-01239
Total participants2009-10-015,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0170

Financial Data on AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-27,494,109
Total loss/gain on sale of assets2022-09-30$-4,006,752
Total of all expenses incurred2022-09-30$13,835,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$11,595,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$142,544,739
Value of total assets at beginning of year2022-09-30$183,874,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$2,239,881
Total interest from all sources2022-09-30$11,403
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$434,540
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$15,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Assets. Other investments not covered elsewhere at end of year2022-09-30$17,812,112
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$19,967,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$12
Other income not declared elsewhere2022-09-30$-474,813
Administrative expenses (other) incurred2022-09-30$1,561,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-41,329,700
Value of net assets at end of year (total assets less liabilities)2022-09-30$142,544,739
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$183,874,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$243,750
Value of interest in common/collective trusts at end of year2022-09-30$124,169,631
Value of interest in common/collective trusts at beginning of year2022-09-30$160,951,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$562,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$2,955,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$2,955,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$11,403
Net investment gain or loss from common/collective trusts2022-09-30$-23,023,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$11,595,710
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$126,493,161
Aggregate carrying amount (costs) on sale of assets2022-09-30$130,499,913
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CROWE LLP
Accountancy firm EIN2022-09-30350921680
2021 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$20,753,454
Total loss/gain on sale of assets2021-09-30$30,327
Total of all expenses incurred2021-09-30$12,905,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$10,716,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$183,874,439
Value of total assets at beginning of year2021-09-30$176,026,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$2,188,653
Total interest from all sources2021-09-30$474
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$484,509
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$15,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Assets. Other investments not covered elsewhere at end of year2021-09-30$19,967,405
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$19,790,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$18
Other income not declared elsewhere2021-09-30$177,274
Administrative expenses (other) incurred2021-09-30$1,535,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$7,848,300
Value of net assets at end of year (total assets less liabilities)2021-09-30$183,874,439
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$176,026,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$168,750
Value of interest in common/collective trusts at end of year2021-09-30$160,951,962
Value of interest in common/collective trusts at beginning of year2021-09-30$152,183,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$2,955,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$2,139,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$2,139,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$474
Net investment gain or loss from common/collective trusts2021-09-30$20,545,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Employer contributions (assets) at end of year2021-09-30$0
Employer contributions (assets) at beginning of year2021-09-30$1,913,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$10,716,501
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$79,560,512
Aggregate carrying amount (costs) on sale of assets2021-09-30$79,530,185
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30CROWE LLP
Accountancy firm EIN2021-09-30350921680
2020 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$21,156,062
Total loss/gain on sale of assets2020-09-30$6,701,952
Total of all expenses incurred2020-09-30$12,953,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$10,563,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$4,732,532
Value of total assets at end of year2020-09-30$176,026,139
Value of total assets at beginning of year2020-09-30$167,823,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$2,390,409
Total interest from all sources2020-09-30$22,141
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$837,867
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$15,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Assets. Other investments not covered elsewhere at end of year2020-09-30$19,790,131
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$19,636,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$8,065
Other income not declared elsewhere2020-09-30$-1,037,185
Administrative expenses (other) incurred2020-09-30$1,441,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$8,202,306
Value of net assets at end of year (total assets less liabilities)2020-09-30$176,026,139
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$167,823,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$111,205
Value of interest in common/collective trusts at end of year2020-09-30$152,183,221
Value of interest in common/collective trusts at beginning of year2020-09-30$144,871,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$2,139,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$2,433,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$2,433,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$22,141
Net investment gain or loss from common/collective trusts2020-09-30$10,736,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$4,732,532
Employer contributions (assets) at end of year2020-09-30$1,913,162
Employer contributions (assets) at beginning of year2020-09-30$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$10,563,347
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$38,635,723
Aggregate carrying amount (costs) on sale of assets2020-09-30$31,933,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CROWE LLP
Accountancy firm EIN2020-09-30350921680
2019 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$364,640
Total unrealized appreciation/depreciation of assets2019-09-30$364,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$26,861,173
Total loss/gain on sale of assets2019-09-30$175,865
Total of all expenses incurred2019-09-30$12,684,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$10,478,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$9,267,575
Value of total assets at end of year2019-09-30$167,823,833
Value of total assets at beginning of year2019-09-30$153,647,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,206,017
Total interest from all sources2019-09-30$59,732
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$143,737
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$15,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$19,636,476
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$27,795,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$8,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$3,770
Other income not declared elsewhere2019-09-30$11,705
Administrative expenses (other) incurred2019-09-30$1,251,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$14,176,598
Value of net assets at end of year (total assets less liabilities)2019-09-30$167,823,833
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$153,647,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$197,008
Value of interest in common/collective trusts at end of year2019-09-30$144,871,229
Value of interest in common/collective trusts at beginning of year2019-09-30$112,689,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$2,433,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$9,128,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$9,128,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$59,732
Net investment gain or loss from common/collective trusts2019-09-30$16,981,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$9,267,575
Employer contributions (assets) at end of year2019-09-30$875,000
Employer contributions (assets) at beginning of year2019-09-30$4,029,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$10,478,558
Contract administrator fees2019-09-30$613,982
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$61,518,174
Aggregate carrying amount (costs) on sale of assets2019-09-30$61,342,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CROWE LLP
Accountancy firm EIN2019-09-30350921680
2018 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-265,007
Total unrealized appreciation/depreciation of assets2018-09-30$-265,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$11,063,027
Total loss/gain on sale of assets2018-09-30$260,361
Total of all expenses incurred2018-09-30$20,272,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$17,612,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$7,629,700
Value of total assets at end of year2018-09-30$153,647,235
Value of total assets at beginning of year2018-09-30$162,857,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$2,659,891
Total interest from all sources2018-09-30$28,556
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$145,033
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$15,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$27,795,971
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$40,613,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$3,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,727
Other income not declared elsewhere2018-09-30$45
Administrative expenses (other) incurred2018-09-30$1,519,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-9,209,785
Value of net assets at end of year (total assets less liabilities)2018-09-30$153,647,235
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$162,857,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$0
Assets. partnership/joint venture interests at beginning of year2018-09-30$0
Investment advisory and management fees2018-09-30$87,449
Value of interest in common/collective trusts at end of year2018-09-30$112,689,089
Value of interest in common/collective trusts at beginning of year2018-09-30$119,996,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$9,128,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$2,245,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$2,245,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$28,556
Net investment gain or loss from common/collective trusts2018-09-30$3,409,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$7,629,700
Employer contributions (assets) at end of year2018-09-30$4,029,700
Employer contributions (assets) at beginning of year2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$17,612,921
Contract administrator fees2018-09-30$907,885
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$47,040,689
Aggregate carrying amount (costs) on sale of assets2018-09-30$46,780,328
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CROWE LLP
Accountancy firm EIN2018-09-30350921680
2017 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$-4,207,595
Total unrealized appreciation/depreciation of assets2017-09-30$-4,207,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$179,346
Total income from all sources (including contributions)2017-09-30$18,013,345
Total loss/gain on sale of assets2017-09-30$23,832,293
Total of all expenses incurred2017-09-30$34,789,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$32,272,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,293,001
Value of total assets at end of year2017-09-30$162,857,020
Value of total assets at beginning of year2017-09-30$179,812,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$2,516,986
Total interest from all sources2017-09-30$255,023
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,454,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,454,118
Administrative expenses professional fees incurred2017-09-30$743,164
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$15,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$40,613,316
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$1,452,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$179,346
Administrative expenses (other) incurred2017-09-30$1,669,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-16,776,173
Value of net assets at end of year (total assets less liabilities)2017-09-30$162,857,020
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$179,633,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$19,597,236
Investment advisory and management fees2017-09-30$104,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$85,125,649
Income. Interest from US Government securities2017-09-30$76,123
Income. Interest from corporate debt instruments2017-09-30$100,088
Value of interest in common/collective trusts at end of year2017-09-30$119,996,053
Value of interest in common/collective trusts at beginning of year2017-09-30$31,574,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$2,245,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$2,726,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$2,726,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$78,812
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$5,421,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$-9,496,494
Net investment gain or loss from common/collective trusts2017-09-30$2,882,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$3,293,001
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$26,511,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$32,272,532
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$7,402,850
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$444,297,053
Aggregate carrying amount (costs) on sale of assets2017-09-30$420,464,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CROWE HORWATH LLP
Accountancy firm EIN2017-09-30350921680
2016 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$4,824,831
Total unrealized appreciation/depreciation of assets2016-09-30$4,824,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$179,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$43,450,235
Total loss/gain on sale of assets2016-09-30$-6,978,074
Total of all expenses incurred2016-09-30$13,739,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$11,294,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$29,811,803
Value of total assets at end of year2016-09-30$179,812,539
Value of total assets at beginning of year2016-09-30$149,922,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,444,352
Total interest from all sources2016-09-30$283,884
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$2,817,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$2,817,419
Administrative expenses professional fees incurred2016-09-30$612,486
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$15,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$1,452,453
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$6,341,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$45,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$179,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$1,673,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$29,710,990
Value of net assets at end of year (total assets less liabilities)2016-09-30$179,633,193
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$149,922,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$19,597,236
Assets. partnership/joint venture interests at beginning of year2016-09-30$19,559,760
Investment advisory and management fees2016-09-30$139,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$85,125,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$90,163,113
Income. Interest from US Government securities2016-09-30$66,865
Income. Interest from corporate debt instruments2016-09-30$209,013
Value of interest in common/collective trusts at end of year2016-09-30$31,574,516
Value of interest in common/collective trusts at beginning of year2016-09-30$23,646,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$2,726,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$3,515,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$3,515,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$8,006
Asset value of US Government securities at end of year2016-09-30$5,421,819
Asset value of US Government securities at beginning of year2016-09-30$1,669,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$9,468,710
Net investment gain or loss from common/collective trusts2016-09-30$3,221,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$29,811,803
Employer contributions (assets) at end of year2016-09-30$26,511,893
Employer contributions (assets) at beginning of year2016-09-30$1,649,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$11,294,893
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$7,402,850
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$3,331,127
Contract administrator fees2016-09-30$19,466
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$136,364,918
Aggregate carrying amount (costs) on sale of assets2016-09-30$143,342,992
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30CROWE HORWATH LLP
Accountancy firm EIN2016-09-30350921680
2015 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-8,164,575
Total unrealized appreciation/depreciation of assets2015-09-30$-8,164,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$-8,561,823
Total loss/gain on sale of assets2015-09-30$7,459,115
Total of all expenses incurred2015-09-30$13,348,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$11,301,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$4,618,963
Value of total assets at end of year2015-09-30$149,922,203
Value of total assets at beginning of year2015-09-30$171,832,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$2,047,093
Total interest from all sources2015-09-30$145,135
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$2,811,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$2,811,287
Administrative expenses professional fees incurred2015-09-30$1,094,126
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$15,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Assets. Other investments not covered elsewhere at end of year2015-09-30$6,341,587
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$8,780,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$45,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$130,463
Administrative expenses (other) incurred2015-09-30$756,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-21,910,463
Value of net assets at end of year (total assets less liabilities)2015-09-30$149,922,203
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$171,832,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$19,559,760
Assets. partnership/joint venture interests at beginning of year2015-09-30$19,514,677
Investment advisory and management fees2015-09-30$174,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$90,163,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$94,452,677
Income. Interest from US Government securities2015-09-30$52,855
Income. Interest from corporate debt instruments2015-09-30$90,530
Value of interest in common/collective trusts at end of year2015-09-30$23,646,527
Value of interest in common/collective trusts at beginning of year2015-09-30$38,117,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$3,515,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$3,785,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$3,785,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$1,750
Asset value of US Government securities at end of year2015-09-30$1,669,452
Asset value of US Government securities at beginning of year2015-09-30$1,544,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-15,288,220
Net investment gain or loss from common/collective trusts2015-09-30$-143,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$4,618,963
Employer contributions (assets) at end of year2015-09-30$1,649,044
Employer contributions (assets) at beginning of year2015-09-30$2,160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$11,301,547
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$3,331,127
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$3,346,917
Contract administrator fees2015-09-30$21,941
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$73,152,237
Aggregate carrying amount (costs) on sale of assets2015-09-30$65,693,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30CROWE HORWATH LLP
Accountancy firm EIN2015-09-30350921680
2014 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-10,073,823
Total unrealized appreciation/depreciation of assets2014-09-30$-10,073,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$20,760,650
Total loss/gain on sale of assets2014-09-30$11,284,862
Total of all expenses incurred2014-09-30$34,337,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$32,581,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$6,480,000
Value of total assets at end of year2014-09-30$171,832,666
Value of total assets at beginning of year2014-09-30$185,409,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,756,327
Total interest from all sources2014-09-30$249,909
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$2,491,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$2,491,492
Administrative expenses professional fees incurred2014-09-30$1,105,048
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$15,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$8,780,793
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$9,350,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$130,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$1,253,092
Administrative expenses (other) incurred2014-09-30$443,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-13,576,898
Value of net assets at end of year (total assets less liabilities)2014-09-30$171,832,666
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$185,409,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$19,514,677
Assets. partnership/joint venture interests at beginning of year2014-09-30$18,255,662
Investment advisory and management fees2014-09-30$109,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$94,452,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$105,300,024
Income. Interest from US Government securities2014-09-30$73,306
Income. Interest from corporate debt instruments2014-09-30$173,912
Value of interest in common/collective trusts at end of year2014-09-30$38,117,181
Value of interest in common/collective trusts at beginning of year2014-09-30$43,023,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$3,785,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$1,822,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$1,822,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$2,691
Asset value of US Government securities at end of year2014-09-30$1,544,818
Asset value of US Government securities at beginning of year2014-09-30$3,226,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$4,597,706
Net investment gain or loss from common/collective trusts2014-09-30$5,730,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$6,480,000
Employer contributions (assets) at end of year2014-09-30$2,160,000
Employer contributions (assets) at beginning of year2014-09-30$613,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$32,581,221
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$3,346,917
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$2,564,930
Contract administrator fees2014-09-30$98,031
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$112,949,651
Aggregate carrying amount (costs) on sale of assets2014-09-30$101,664,789
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30CROWE HORWATH LLP
Accountancy firm EIN2014-09-30350921680
2013 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-8,700,826
Total unrealized appreciation/depreciation of assets2013-09-30$-8,700,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$20,785,478
Total loss/gain on sale of assets2013-09-30$8,755,307
Total of all expenses incurred2013-09-30$11,695,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$9,665,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$4,409,961
Value of total assets at end of year2013-09-30$185,409,564
Value of total assets at beginning of year2013-09-30$176,319,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$2,029,933
Total interest from all sources2013-09-30$419,513
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$2,419,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$2,419,127
Administrative expenses professional fees incurred2013-09-30$1,430,269
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$3,045
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$15,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$9,350,270
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$6,964,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$1,253,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$98,332
Other income not declared elsewhere2013-09-30$10,871
Administrative expenses (other) incurred2013-09-30$382,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$9,090,118
Value of net assets at end of year (total assets less liabilities)2013-09-30$185,409,564
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$176,319,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$18,255,662
Assets. partnership/joint venture interests at beginning of year2013-09-30$16,133,120
Investment advisory and management fees2013-09-30$133,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$105,300,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$76,816,893
Income. Interest from US Government securities2013-09-30$130,425
Income. Interest from corporate debt instruments2013-09-30$287,782
Value of interest in common/collective trusts at end of year2013-09-30$43,023,644
Value of interest in common/collective trusts at beginning of year2013-09-30$52,526,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$1,822,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,429,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,429,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$1,306
Asset value of US Government securities at end of year2013-09-30$3,226,575
Asset value of US Government securities at beginning of year2013-09-30$5,190,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$6,521,613
Net investment gain or loss from common/collective trusts2013-09-30$6,949,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$4,409,961
Employer contributions (assets) at end of year2013-09-30$613,000
Employer contributions (assets) at beginning of year2013-09-30$6,529,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$9,665,427
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$2,564,930
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$10,627,867
Contract administrator fees2013-09-30$84,253
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$119,476,436
Aggregate carrying amount (costs) on sale of assets2013-09-30$110,721,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CROWE HORWATH LLP
Accountancy firm EIN2013-09-30350921680
2012 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$557,971
Total unrealized appreciation/depreciation of assets2012-09-30$557,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$40,612,586
Total loss/gain on sale of assets2012-09-30$1,611,170
Total of all expenses incurred2012-09-30$16,566,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$14,781,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$13,819,244
Value of total assets at end of year2012-09-30$176,319,446
Value of total assets at beginning of year2012-09-30$152,273,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,785,042
Total interest from all sources2012-09-30$455,458
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$2,439,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$2,439,169
Administrative expenses professional fees incurred2012-09-30$1,032,320
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$3,045
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$6,650
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$15,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$6,964,084
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$5,440,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$98,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$132,086
Other income not declared elsewhere2012-09-30$-5
Administrative expenses (other) incurred2012-09-30$514,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$24,046,017
Value of net assets at end of year (total assets less liabilities)2012-09-30$176,319,446
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$152,273,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$16,133,120
Assets. partnership/joint venture interests at beginning of year2012-09-30$13,440,580
Investment advisory and management fees2012-09-30$238,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$76,816,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$58,520,851
Income. Interest from US Government securities2012-09-30$167,047
Income. Interest from corporate debt instruments2012-09-30$287,584
Value of interest in common/collective trusts at end of year2012-09-30$52,526,422
Value of interest in common/collective trusts at beginning of year2012-09-30$39,973,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,429,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$2,590,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$2,590,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$827
Asset value of US Government securities at end of year2012-09-30$5,190,647
Asset value of US Government securities at beginning of year2012-09-30$4,648,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$11,932,849
Net investment gain or loss from common/collective trusts2012-09-30$9,796,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$13,819,244
Employer contributions (assets) at end of year2012-09-30$6,529,811
Employer contributions (assets) at beginning of year2012-09-30$18,386,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$14,781,527
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$10,627,867
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$9,132,908
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$58,685,500
Aggregate carrying amount (costs) on sale of assets2012-09-30$57,074,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CROWE HORWATH LLP
Accountancy firm EIN2012-09-30350921680
2011 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-614,959
Total unrealized appreciation/depreciation of assets2011-09-30$-614,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$22,965,378
Total loss/gain on sale of assets2011-09-30$3,850,605
Total of all expenses incurred2011-09-30$10,422,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$8,667,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$24,947,320
Value of total assets at end of year2011-09-30$152,273,429
Value of total assets at beginning of year2011-09-30$139,731,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,755,350
Total interest from all sources2011-09-30$983,487
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$2,168,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$2,168,152
Administrative expenses professional fees incurred2011-09-30$1,100,769
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$6,650
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$1,523
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$15,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$5,440,302
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$2,368,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$132,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$264,651
Other income not declared elsewhere2011-09-30$-1,480,272
Administrative expenses (other) incurred2011-09-30$117,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$12,542,406
Value of net assets at end of year (total assets less liabilities)2011-09-30$152,273,429
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$139,731,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$13,440,580
Assets. partnership/joint venture interests at beginning of year2011-09-30$3,451,952
Investment advisory and management fees2011-09-30$536,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$58,520,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$60,545,193
Income. Interest from US Government securities2011-09-30$395,552
Income. Interest from corporate debt instruments2011-09-30$582,035
Value of interest in common/collective trusts at end of year2011-09-30$39,973,313
Value of interest in common/collective trusts at beginning of year2011-09-30$26,463,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$2,590,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$1,123,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$1,123,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$5,900
Asset value of US Government securities at end of year2011-09-30$4,648,989
Asset value of US Government securities at beginning of year2011-09-30$12,817,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-7,151,492
Net investment gain or loss from common/collective trusts2011-09-30$262,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$24,947,320
Employer contributions (assets) at end of year2011-09-30$18,386,830
Employer contributions (assets) at beginning of year2011-09-30$19,039,579
Income. Dividends from preferred stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$8,667,622
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$9,132,908
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$13,655,026
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$201,884,485
Aggregate carrying amount (costs) on sale of assets2011-09-30$198,033,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CROWE HORWATH LLP
Accountancy firm EIN2011-09-30350921680
2010 : AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

2021: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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