A.M. CASTLE & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN
401k plan membership statisitcs for A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2016: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 46,095,984 |
| Acturial value of plan assets | 2016-12-31 | 46,095,984 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 32,366,484 |
| Number of terminated vested participants | 2016-12-31 | 356 |
| Fundng target for terminated vested participants | 2016-12-31 | 11,260,387 |
| Active participant vested funding target | 2016-12-31 | 7,441,417 |
| Number of active participants | 2016-12-31 | 176 |
| Total funding liabilities for active participants | 2016-12-31 | 7,997,327 |
| Total participant count | 2016-12-31 | 883 |
| Total funding target for all participants | 2016-12-31 | 51,624,198 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,604,439 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 1,575,568 |
| Amount remaining of carryover balance | 2016-12-31 | 1,028,871 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 1,003,046 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 608,900 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 577,329 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 364,648 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,531,260 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,580,028 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 1,003,046 |
| Additional cash requirement | 2016-12-31 | 576,982 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 577,329 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 883 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| 2015: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 918 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 176 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 303 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 356 |
| Total of all active and inactive participants | 2015-01-01 | 835 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 48 |
| Total participants | 2015-01-01 | 883 |
| 2014: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 929 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 304 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 260 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 312 |
| Total of all active and inactive participants | 2014-01-01 | 876 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 42 |
| Total participants | 2014-01-01 | 918 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 900 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 305 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 278 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 306 |
| Total of all active and inactive participants | 2013-01-01 | 889 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 40 |
| Total participants | 2013-01-01 | 929 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,017 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 243 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 241 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 381 |
| Total of all active and inactive participants | 2012-01-01 | 865 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 80 |
| Total participants | 2012-01-01 | 945 |
| 2009: A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 923 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 382 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 203 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 287 |
| Total of all active and inactive participants | 2009-01-01 | 872 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 79 |
| Total participants | 2009-01-01 | 951 |
| Measure | Date | Value |
|---|
| 2016 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $47,227,708 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $4,691,939 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,560,214 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,111,338 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $608,663 |
| Value of total assets at end of year | 2016-12-31 | $0 |
| Value of total assets at beginning of year | 2016-12-31 | $46,095,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $448,876 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $448,876 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,131,725 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $46,095,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $46,095,984 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $608,663 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,111,338 |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE & CO |
| Accountancy firm EIN | 2016-12-31 | 390859910 |
| 2015 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $-923,316 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,583,048 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,283,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $46,095,984 |
| Value of total assets at beginning of year | 2015-12-31 | $49,602,348 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $299,361 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Administrative expenses professional fees incurred | 2015-12-31 | $299,361 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-3,506,364 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $46,095,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $49,602,348 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $46,095,984 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $49,602,348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,283,687 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW, KRAUSE & CO |
| Accountancy firm EIN | 2015-12-31 | 390859910 |
| 2014 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,494,435 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,406,296 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,137,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $49,602,348 |
| Value of total assets at beginning of year | 2014-12-31 | $45,514,209 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $268,839 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Administrative expenses professional fees incurred | 2014-12-31 | $268,839 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $4,088,139 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $49,602,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,514,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $49,602,348 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $45,514,209 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,137,457 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BAKER TILLY |
| Accountancy firm EIN | 2014-12-31 | 300859910 |
| 2013 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-5,091,363 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-5,091,363 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $-3,059,492 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,214,874 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,000,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $45,514,209 |
| Value of total assets at beginning of year | 2013-12-31 | $50,788,575 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $214,580 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $214,580 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-5,274,366 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,514,209 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $50,788,575 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $45,514,209 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $50,788,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,000,294 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2013-12-31 | 300859910 |
| 2012 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $5,197,457 |
| Total of all expenses incurred | 2012-12-31 | $1,939,030 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,746,567 |
| Value of total assets at end of year | 2012-12-31 | $50,788,575 |
| Value of total assets at beginning of year | 2012-12-31 | $47,530,148 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $192,463 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,258,427 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $50,788,575 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,530,148 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $50,788,575 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $47,530,148 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,746,567 |
| Contract administrator fees | 2012-12-31 | $192,463 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2012-12-31 | 390859910 |
| 2010 : A. M. CASTLE & CO HOURLY EMPLOYEE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $4,441,534 |
| Total of all expenses incurred | 2010-12-31 | $1,783,277 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,579,064 |
| Value of total assets at end of year | 2010-12-31 | $42,914,762 |
| Value of total assets at beginning of year | 2010-12-31 | $40,256,505 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $204,213 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,658,257 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,914,762 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,256,505 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $42,914,762 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $40,256,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,579,064 |
| Contract administrator fees | 2010-12-31 | $204,213 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2010-12-31 | 390859910 |
