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WOODWARD HRT PENSION PLAN 401k Plan overview

Plan NameWOODWARD HRT PENSION PLAN
Plan identification number 006

WOODWARD HRT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

WOODWARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODWARD, INC.
Employer identification number (EIN):361984010
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODWARD HRT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01PHOEBE LARSON
0062016-01-01PHOEBE LARSON
0062015-01-01PHOEBE LARSON
0062014-01-01PHOEBE LARSON
0062013-01-01RICK HOLM
0062012-01-01RICK HOLM
0062011-01-01RICK HOLM
0062009-04-03RICK HOLM

Plan Statistics for WOODWARD HRT PENSION PLAN

401k plan membership statisitcs for WOODWARD HRT PENSION PLAN

Measure Date Value
2022: WOODWARD HRT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31196,639,911
Acturial value of plan assets2022-12-31188,105,825
Funding target for retired participants and beneficiaries receiving payment2022-12-3169,401,381
Number of terminated vested participants2022-12-31122
Fundng target for terminated vested participants2022-12-3111,125,093
Active participant vested funding target2022-12-3134,729,211
Number of active participants2022-12-31274
Total funding liabilities for active participants2022-12-3135,262,533
Total participant count2022-12-31718
Total funding target for all participants2022-12-31115,789,007
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3115,633,730
Amount remaining of prefunding balance2022-12-3115,633,730
Balance of prefunding at beginning of current year2022-12-3116,091,798
Minimum required contributions for current year target normal cost2022-12-311,619,378
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01710
Total number of active participants reported on line 7a of the Form 55002022-01-01247
Number of retired or separated participants receiving benefits2022-01-01307
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0132
Total participants2022-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOODWARD HRT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31197,166,382
Acturial value of plan assets2021-12-31177,449,744
Funding target for retired participants and beneficiaries receiving payment2021-12-3165,041,097
Number of terminated vested participants2021-12-31118
Fundng target for terminated vested participants2021-12-3110,517,676
Active participant vested funding target2021-12-3136,134,490
Number of active participants2021-12-31308
Total funding liabilities for active participants2021-12-3136,741,626
Total participant count2021-12-31723
Total funding target for all participants2021-12-31112,300,399
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3111,956,049
Amount remaining of prefunding balance2021-12-3111,956,049
Balance of prefunding at beginning of current year2021-12-3115,633,730
Minimum required contributions for current year target normal cost2021-12-311,676,724
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01714
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-01285
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOODWARD HRT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31155,625,870
Acturial value of plan assets2020-12-31144,317,712
Funding target for retired participants and beneficiaries receiving payment2020-12-3156,943,158
Number of terminated vested participants2020-12-3194
Fundng target for terminated vested participants2020-12-318,017,853
Active participant vested funding target2020-12-3147,267,408
Number of active participants2020-12-31368
Total funding liabilities for active participants2020-12-3147,898,762
Total participant count2020-12-31725
Total funding target for all participants2020-12-31112,859,773
Prefunding balance at beginning of prior year after applicable adjustments2020-12-319,380,972
Amount remaining of prefunding balance2020-12-319,380,972
Balance of prefunding at beginning of current year2020-12-3111,956,049
Minimum required contributions for current year target normal cost2020-12-311,620,530
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01719
Total number of active participants reported on line 7a of the Form 55002020-01-01308
Number of retired or separated participants receiving benefits2020-01-01264
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOODWARD HRT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31126,435,788
Acturial value of plan assets2019-12-31132,267,596
Funding target for retired participants and beneficiaries receiving payment2019-12-3152,397,386
Number of terminated vested participants2019-12-3197
Fundng target for terminated vested participants2019-12-317,911,656
Active participant vested funding target2019-12-3147,341,726
Number of active participants2019-12-31388
Total funding liabilities for active participants2019-12-3148,086,880
Total participant count2019-12-31726
Total funding target for all participants2019-12-31108,395,922
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3110,128,452
Amount remaining of prefunding balance2019-12-3110,128,452
Balance of prefunding at beginning of current year2019-12-319,380,972
Minimum required contributions for current year target normal cost2019-12-311,497,836
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01720
Total number of active participants reported on line 7a of the Form 55002019-01-01368
Number of retired or separated participants receiving benefits2019-01-01239
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOODWARD HRT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31141,228,736
Acturial value of plan assets2018-12-31127,105,862
Funding target for retired participants and beneficiaries receiving payment2018-12-3145,012,218
Number of terminated vested participants2018-12-3190
Fundng target for terminated vested participants2018-12-317,168,230
Active participant vested funding target2018-12-3147,488,097
Number of active participants2018-12-31415
Total funding liabilities for active participants2018-12-3148,300,411
Total participant count2018-12-31724
Total funding target for all participants2018-12-31100,480,859
Prefunding balance at beginning of prior year after applicable adjustments2018-12-318,150,360
Amount remaining of prefunding balance2018-12-318,150,360
Balance of prefunding at beginning of current year2018-12-3110,128,452
Minimum required contributions for current year target normal cost2018-12-311,518,811
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01720
Total number of active participants reported on line 7a of the Form 55002018-01-01388
Number of retired or separated participants receiving benefits2018-01-01219
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOODWARD HRT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31117,256,897
Acturial value of plan assets2017-12-31119,111,296
Funding target for retired participants and beneficiaries receiving payment2017-12-3140,566,111
Number of terminated vested participants2017-12-3193
Fundng target for terminated vested participants2017-12-317,541,877
Active participant vested funding target2017-12-3148,621,781
Number of active participants2017-12-31439
Total funding liabilities for active participants2017-12-3149,413,131
Total participant count2017-12-31727
Total funding target for all participants2017-12-3197,521,119
Prefunding balance at beginning of prior year after applicable adjustments2017-12-317,536,860
Amount remaining of prefunding balance2017-12-317,536,860
Balance of prefunding at beginning of current year2017-12-318,150,360
Minimum required contributions for current year target normal cost2017-12-311,386,378
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01725
Total number of active participants reported on line 7a of the Form 55002017-01-01415
Number of retired or separated participants receiving benefits2017-01-01201
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOODWARD HRT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31116,012,818
Acturial value of plan assets2016-12-31121,199,928
Funding target for retired participants and beneficiaries receiving payment2016-12-3136,138,246
Number of terminated vested participants2016-12-31122
Fundng target for terminated vested participants2016-12-318,610,183
Active participant vested funding target2016-12-3149,413,023
Number of active participants2016-12-31475
Total funding liabilities for active participants2016-12-3150,520,770
Total participant count2016-12-31771
Total funding target for all participants2016-12-3195,269,199
Prefunding balance at beginning of prior year after applicable adjustments2016-12-317,591,519
Amount remaining of prefunding balance2016-12-317,591,519
Balance of prefunding at beginning of current year2016-12-317,536,860
Minimum required contributions for current year target normal cost2016-12-311,446,785
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01771
Total number of active participants reported on line 7a of the Form 55002016-01-01439
Number of retired or separated participants receiving benefits2016-01-01181
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOODWARD HRT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01771
Total number of active participants reported on line 7a of the Form 55002015-01-01475
Number of retired or separated participants receiving benefits2015-01-01164
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOODWARD HRT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01773
Total number of active participants reported on line 7a of the Form 55002014-01-01500
Number of retired or separated participants receiving benefits2014-01-01135
Number of other retired or separated participants entitled to future benefits2014-01-01127
Total of all active and inactive participants2014-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: WOODWARD HRT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01778
Total number of active participants reported on line 7a of the Form 55002013-01-01538
Number of retired or separated participants receiving benefits2013-01-01118
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: WOODWARD HRT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01813
Total number of active participants reported on line 7a of the Form 55002012-01-01576
Number of retired or separated participants receiving benefits2012-01-01106
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: WOODWARD HRT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01836
Total number of active participants reported on line 7a of the Form 55002011-01-01665
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: WOODWARD HRT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-03797
Total number of active participants reported on line 7a of the Form 55002009-04-03797
Number of retired or separated participants receiving benefits2009-04-035
Number of other retired or separated participants entitled to future benefits2009-04-0354
Total of all active and inactive participants2009-04-03856
Total participants2009-04-03856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0339

Financial Data on WOODWARD HRT PENSION PLAN

Measure Date Value
2022 : WOODWARD HRT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-48,088,762
Total of all expenses incurred2022-12-31$6,833,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,511,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,436
Value of total assets at end of year2022-12-31$141,717,431
Value of total assets at beginning of year2022-12-31$196,639,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$322,324
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,938,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,938,445
Administrative expenses professional fees incurred2022-12-31$178,889
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$62,480
Total non interest bearing cash at end of year2022-12-31$2,322,788
Total non interest bearing cash at beginning of year2022-12-31$1,034,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,922,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$141,717,431
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$196,639,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$139,394,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$195,605,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-54,074,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,511,395
Contract administrator fees2022-12-31$58,455
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BENNING GROUP, LLC
Accountancy firm EIN2022-12-31300003878
2021 : WOODWARD HRT PENSION PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,030
Total income from all sources (including contributions)2021-12-31$5,778,613
Total of all expenses incurred2021-12-31$6,282,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,984,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$93,401
Value of total assets at end of year2021-12-31$196,639,912
Value of total assets at beginning of year2021-12-31$197,172,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$297,679
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,154,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,154,555
Administrative expenses professional fees incurred2021-12-31$168,775
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$61,404
Liabilities. Value of operating payables at beginning of year2021-12-31$29,030
Total non interest bearing cash at end of year2021-12-31$1,034,184
Total non interest bearing cash at beginning of year2021-12-31$519,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-503,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$196,639,912
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$197,143,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$195,605,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$196,652,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-4,469,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$93,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,984,586
Contract administrator fees2021-12-31$50,625
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENNING GROUP, LLC
Accountancy firm EIN2021-12-31300003878
2020 : WOODWARD HRT PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,420
Total income from all sources (including contributions)2020-12-31$47,095,035
Total of all expenses incurred2020-12-31$5,543,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,242,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$62,325
Value of total assets at end of year2020-12-31$197,172,594
Value of total assets at beginning of year2020-12-31$155,625,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$301,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,789,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,789,520
Administrative expenses professional fees incurred2020-12-31$167,159
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,325
Administrative expenses (other) incurred2020-12-31$59,677
Liabilities. Value of operating payables at end of year2020-12-31$29,030
Liabilities. Value of operating payables at beginning of year2020-12-31$33,420
Total non interest bearing cash at end of year2020-12-31$519,954
Total non interest bearing cash at beginning of year2020-12-31$833,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$41,551,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$197,143,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$155,592,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$196,652,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$154,792,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$38,243,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,242,146
Contract administrator fees2020-12-31$52,439
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BENNING GROUP, LLC
Accountancy firm EIN2020-12-31300003878
2019 : WOODWARD HRT PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$33,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,146
Total income from all sources (including contributions)2019-12-31$34,067,360
Total of all expenses incurred2019-12-31$4,891,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,628,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,636
Value of total assets at end of year2019-12-31$155,625,870
Value of total assets at beginning of year2019-12-31$126,435,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$262,956
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,118,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,118,974
Administrative expenses professional fees incurred2019-12-31$137,927
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,636
Administrative expenses (other) incurred2019-12-31$57,600
Liabilities. Value of operating payables at end of year2019-12-31$33,420
Liabilities. Value of operating payables at beginning of year2019-12-31$19,146
Total non interest bearing cash at end of year2019-12-31$833,315
Total non interest bearing cash at beginning of year2019-12-31$999,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,175,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,592,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,416,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$154,792,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$125,435,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,919,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,628,596
Contract administrator fees2019-12-31$44,929
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BENNING GROUP, LLC
Accountancy firm EIN2019-12-31300003878
2018 : WOODWARD HRT PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,799
Total income from all sources (including contributions)2018-12-31$-10,225,436
Total of all expenses incurred2018-12-31$4,566,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,315,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,362
Value of total assets at end of year2018-12-31$126,435,788
Value of total assets at beginning of year2018-12-31$141,228,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,868,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,868,873
Administrative expenses professional fees incurred2018-12-31$142,320
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,362
Administrative expenses (other) incurred2018-12-31$53,280
Liabilities. Value of operating payables at end of year2018-12-31$19,146
Liabilities. Value of operating payables at beginning of year2018-12-31$19,799
Total non interest bearing cash at end of year2018-12-31$999,831
Total non interest bearing cash at beginning of year2018-12-31$1,147,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,792,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,416,642
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$141,208,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$125,435,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$140,080,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,127,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,315,299
Contract administrator fees2018-12-31$33,461
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BENNING GROUP, LLC
Accountancy firm EIN2018-12-31300003878
2017 : WOODWARD HRT PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,841
Total income from all sources (including contributions)2017-12-31$28,001,332
Total of all expenses incurred2017-12-31$4,019,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,748,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,478
Value of total assets at end of year2017-12-31$141,228,737
Value of total assets at beginning of year2017-12-31$117,256,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$270,648
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,629,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,629,614
Administrative expenses professional fees incurred2017-12-31$161,629
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,478
Administrative expenses (other) incurred2017-12-31$54,173
Liabilities. Value of operating payables at end of year2017-12-31$19,799
Liabilities. Value of operating payables at beginning of year2017-12-31$29,841
Total non interest bearing cash at end of year2017-12-31$1,147,943
Total non interest bearing cash at beginning of year2017-12-31$992,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,981,882
Value of net assets at end of year (total assets less liabilities)2017-12-31$141,208,938
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,227,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$140,080,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$116,264,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,344,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,748,802
Contract administrator fees2017-12-31$32,346
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BENNING GROUP, LLC
Accountancy firm EIN2017-12-31300003878
2016 : WOODWARD HRT PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,372
Total income from all sources (including contributions)2016-12-31$9,246,676
Total of all expenses incurred2016-12-31$7,977,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,574,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,267
Value of total assets at end of year2016-12-31$117,256,897
Value of total assets at beginning of year2016-12-31$116,012,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$403,053
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,895,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,895,903
Administrative expenses professional fees incurred2016-12-31$251,847
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,267
Administrative expenses (other) incurred2016-12-31$98,095
Liabilities. Value of operating payables at end of year2016-12-31$29,841
Liabilities. Value of operating payables at beginning of year2016-12-31$55,372
Total non interest bearing cash at end of year2016-12-31$992,272
Total non interest bearing cash at beginning of year2016-12-31$254,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,269,610
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,227,056
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$115,957,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$116,264,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$115,758,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,300,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,574,013
Contract administrator fees2016-12-31$30,611
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BENNING GROUP, LLC
Accountancy firm EIN2016-12-31300003878
2015 : WOODWARD HRT PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$55,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,186
Total income from all sources (including contributions)2015-12-31$-799,903
Total of all expenses incurred2015-12-31$3,358,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,982,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,441
Value of total assets at end of year2015-12-31$116,012,818
Value of total assets at beginning of year2015-12-31$120,149,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$376,501
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,935,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,935,873
Administrative expenses professional fees incurred2015-12-31$209,890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,441
Administrative expenses (other) incurred2015-12-31$43,947
Liabilities. Value of operating payables at end of year2015-12-31$55,372
Liabilities. Value of operating payables at beginning of year2015-12-31$33,186
Total non interest bearing cash at end of year2015-12-31$254,163
Total non interest bearing cash at beginning of year2015-12-31$220,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,158,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$115,957,446
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$120,116,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$28,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$115,758,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$119,928,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,788,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,982,281
Contract administrator fees2015-12-31$94,539
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BENNING GROUP, LLC
Accountancy firm EIN2015-12-31300003878
2014 : WOODWARD HRT PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,091
Total income from all sources (including contributions)2014-12-31$10,080,076
Total of all expenses incurred2014-12-31$2,951,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,635,943
Value of total assets at end of year2014-12-31$120,149,317
Value of total assets at beginning of year2014-12-31$113,020,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$315,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,055,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,055,411
Administrative expenses professional fees incurred2014-12-31$121,194
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$38,810
Liabilities. Value of operating payables at end of year2014-12-31$33,186
Liabilities. Value of operating payables at beginning of year2014-12-31$33,091
Total non interest bearing cash at end of year2014-12-31$220,901
Total non interest bearing cash at beginning of year2014-12-31$317,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,129,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$120,116,131
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$112,987,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$119,928,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,702,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,024,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,635,943
Contract administrator fees2014-12-31$132,728
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BENNING GROUP, LLC
Accountancy firm EIN2014-12-31300003878
2013 : WOODWARD HRT PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,432
Total income from all sources (including contributions)2013-12-31$24,573,093
Total of all expenses incurred2013-12-31$2,405,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,160,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,000,206
Value of total assets at end of year2013-12-31$113,020,199
Value of total assets at beginning of year2013-12-31$90,852,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$244,683
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,147,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,147,815
Administrative expenses professional fees incurred2013-12-31$78,296
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$206
Administrative expenses (other) incurred2013-12-31$35,298
Liabilities. Value of operating payables at end of year2013-12-31$33,091
Liabilities. Value of operating payables at beginning of year2013-12-31$32,432
Total non interest bearing cash at end of year2013-12-31$317,429
Total non interest bearing cash at beginning of year2013-12-31$163,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,167,487
Value of net assets at end of year (total assets less liabilities)2013-12-31$112,987,108
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,819,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$112,702,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,488,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,425,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,000,000
Employer contributions (assets) at beginning of year2013-12-31$4,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,160,923
Contract administrator fees2013-12-31$131,089
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BENNING GROUP, LLC
Accountancy firm EIN2013-12-31300003878
2012 : WOODWARD HRT PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,717
Total income from all sources (including contributions)2012-12-31$17,674,769
Total of all expenses incurred2012-12-31$2,150,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,900,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,817,240
Value of total assets at end of year2012-12-31$90,852,053
Value of total assets at beginning of year2012-12-31$75,328,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$250,679
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,782,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,782,072
Administrative expenses professional fees incurred2012-12-31$90,147
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$217,240
Administrative expenses (other) incurred2012-12-31$29,790
Liabilities. Value of operating payables at end of year2012-12-31$32,432
Liabilities. Value of operating payables at beginning of year2012-12-31$32,717
Total non interest bearing cash at end of year2012-12-31$163,370
Total non interest bearing cash at beginning of year2012-12-31$165,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,523,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,819,621
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$75,295,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,488,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$75,163,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,075,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,600,000
Employer contributions (assets) at end of year2012-12-31$4,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,900,290
Contract administrator fees2012-12-31$130,742
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BENNING GROUP, LLC
Accountancy firm EIN2012-12-31300003878
2011 : WOODWARD HRT PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,975
Total income from all sources (including contributions)2011-12-31$7,271,452
Total of all expenses incurred2011-12-31$1,679,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,448,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,100,000
Value of total assets at end of year2011-12-31$75,328,538
Value of total assets at beginning of year2011-12-31$69,766,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$230,486
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,764,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,764,234
Administrative expenses professional fees incurred2011-12-31$74,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$24,796
Liabilities. Value of operating payables at end of year2011-12-31$32,717
Liabilities. Value of operating payables at beginning of year2011-12-31$62,975
Total non interest bearing cash at end of year2011-12-31$165,038
Total non interest bearing cash at beginning of year2011-12-31$105,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,592,348
Value of net assets at end of year (total assets less liabilities)2011-12-31$75,295,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$69,703,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$75,163,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,661,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-592,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,448,618
Contract administrator fees2011-12-31$131,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : WOODWARD HRT PENSION PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$57,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,708
Total income from all sources (including contributions)2010-12-31$20,652,809
Total loss/gain on sale of assets2010-12-31$262,554
Total of all expenses incurred2010-12-31$1,414,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,074,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,900,000
Value of total assets at end of year2010-12-31$70,866,448
Value of total assets at beginning of year2010-12-31$51,626,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$340,190
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,156,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,156,146
Administrative expenses professional fees incurred2010-12-31$79,681
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$62,975
Liabilities. Value of operating payables at beginning of year2010-12-31$2,708
Total non interest bearing cash at end of year2010-12-31$105,243
Total non interest bearing cash at beginning of year2010-12-31$8,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,237,818
Value of net assets at end of year (total assets less liabilities)2010-12-31$70,803,473
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,623,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$69,661,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,917,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,334,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,900,000
Employer contributions (assets) at end of year2010-12-31$1,100,000
Employer contributions (assets) at beginning of year2010-12-31$2,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,074,801
Contract administrator fees2010-12-31$260,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,982,590
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,720,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIKICH LLP
Accountancy firm EIN2010-12-31363168081

Form 5500 Responses for WOODWARD HRT PENSION PLAN

2022: WOODWARD HRT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOODWARD HRT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOODWARD HRT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOODWARD HRT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOODWARD HRT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOODWARD HRT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOODWARD HRT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOODWARD HRT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOODWARD HRT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOODWARD HRT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOODWARD HRT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOODWARD HRT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WOODWARD HRT PENSION PLAN 2009 form 5500 responses
2009-04-03Type of plan entitySingle employer plan
2009-04-03First time form 5500 has been submittedYes
2009-04-03This submission is the final filingNo
2009-04-03This return/report is a short plan year return/report (less than 12 months)Yes
2009-04-03Plan funding arrangement – TrustYes
2009-04-03Plan benefit arrangement - TrustYes

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