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BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 401k Plan overview

Plan NameBRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST
Plan identification number 003

BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:BRETFORD MANUFACTURING, INC.
Employer identification number (EIN):362113703
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01BRAD LAVATY2023-10-13
0032021-01-01BRAD LAVATY2022-10-14
0032020-01-01BRAD LAVATY2021-10-13
0032019-01-01GERALD FLYNN2020-10-09
0032018-01-01GERALD FLYNN2019-10-07
0032017-01-01
0032016-01-01JOHN ELLIS
0032015-01-01GERALD FLYNN
0032014-01-01GERALD FLYNN
0032013-01-01GERALD FLYNN
0032012-01-01GERALD FLYNN
0032011-01-01GERALD FLYNN
0032009-01-01GERALD FLYNN

Plan Statistics for BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST

401k plan membership statisitcs for BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST

Measure Date Value
2022: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01103
Total number of active participants reported on line 7a of the Form 55002022-01-0171
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0188
Number of participants with account balances2022-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01103
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01102
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01103
Number of participants with account balances2020-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01140
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01183
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01189
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01200
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01218
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01251
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01303
Total number of active participants reported on line 7a of the Form 55002009-01-01268
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01289
Number of participants with account balances2009-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST

Measure Date Value
2022 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-105,858
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$305,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$303,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$162,589
Value of total assets at end of year2022-12-31$1,882,446
Value of total assets at beginning of year2022-12-31$2,293,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,166
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$149,634
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-411,343
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,882,446
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,293,789
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$265,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$325,912
Value of interest in common/collective trusts at end of year2022-12-31$1,617,234
Value of interest in common/collective trusts at beginning of year2022-12-31$1,967,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-52,685
Net investment gain or loss from common/collective trusts2022-12-31$-215,762
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$12,955
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$303,319
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 name2022-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2022-12-31363280790
2021 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$344,282
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$62,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$61,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$139,529
Value of total assets at end of year2021-12-31$2,293,789
Value of total assets at beginning of year2021-12-31$2,011,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$513
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$513
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$129,174
Total non interest bearing cash at end of year2021-12-31$682
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$282,193
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,293,789
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,011,596
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$325,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$286,973
Value of interest in common/collective trusts at end of year2021-12-31$1,967,195
Value of interest in common/collective trusts at beginning of year2021-12-31$1,723,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$35,600
Net investment gain or loss from common/collective trusts2021-12-31$169,153
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$10,355
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$61,576
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 name2021-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2021-12-31363280790
2020 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$322,651
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$135,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$111,081
Value of total assets at end of year2020-12-31$2,011,596
Value of total assets at beginning of year2020-12-31$1,824,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,329
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,329
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$100,406
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,939
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$666
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$186,987
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,011,596
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,824,609
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$286,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$275,784
Value of interest in common/collective trusts at end of year2020-12-31$1,723,661
Value of interest in common/collective trusts at beginning of year2020-12-31$1,546,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,359
Net investment gain or loss from common/collective trusts2020-12-31$176,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$10,009
Employer contributions (assets) at end of year2020-12-31$962
Employer contributions (assets) at beginning of year2020-12-31$204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,335
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 name2020-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2020-12-31363280790
2019 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$361,919
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$127,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$125,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$114,106
Value of total assets at end of year2019-12-31$1,824,609
Value of total assets at beginning of year2019-12-31$1,590,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,439
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,439
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$103,879
Participant contributions at end of year2019-12-31$1,939
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$234,518
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,824,609
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,590,091
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$275,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$258,437
Value of interest in common/collective trusts at end of year2019-12-31$1,546,682
Value of interest in common/collective trusts at beginning of year2019-12-31$1,331,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,691
Net investment gain or loss from common/collective trusts2019-12-31$198,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$10,227
Employer contributions (assets) at end of year2019-12-31$204
Employer contributions (assets) at beginning of year2019-12-31$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$125,962
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 name2019-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2019-12-31363280790
2018 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$80,940
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$387,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$385,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$115,853
Value of total assets at end of year2018-12-31$1,590,091
Value of total assets at beginning of year2018-12-31$1,897,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,947
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$104,869
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-306,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,590,091
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,897,036
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$1,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$258,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$661,425
Value of interest in common/collective trusts at end of year2018-12-31$1,331,254
Value of interest in common/collective trusts at beginning of year2018-12-31$1,233,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,660
Net investment gain or loss from common/collective trusts2018-12-31$-28,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$10,984
Employer contributions (assets) at end of year2018-12-31$400
Employer contributions (assets) at beginning of year2018-12-31$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$385,938
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 name2018-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2018-12-31363280790
2017 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$294,319
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$195,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$193,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$126,362
Value of total assets at end of year2017-12-31$1,897,036
Value of total assets at beginning of year2017-12-31$1,797,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,915
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$113,046
Participant contributions at end of year2017-12-31$2,107
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$99,295
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,897,036
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,797,741
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$1,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$661,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$430,425
Value of interest in common/collective trusts at end of year2017-12-31$1,233,497
Value of interest in common/collective trusts at beginning of year2017-12-31$1,367,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,505
Net investment gain or loss from common/collective trusts2017-12-31$142,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$13,316
Employer contributions (assets) at end of year2017-12-31$7
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$193,109
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 name2017-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2017-12-31363280790
2016 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$234,964
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$561,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$559,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$162,741
Value of total assets at end of year2016-12-31$1,797,741
Value of total assets at beginning of year2016-12-31$2,124,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,409
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$146,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-326,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,797,741
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,124,558
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$2,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$430,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$333,176
Value of interest in common/collective trusts at end of year2016-12-31$1,367,316
Value of interest in common/collective trusts at beginning of year2016-12-31$1,791,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,065
Net investment gain or loss from common/collective trusts2016-12-31$65,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$16,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$559,372
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 name2016-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2016-12-31363280790
2015 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$175,737
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$220,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$217,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$178,355
Value of total assets at end of year2015-12-31$2,124,544
Value of total assets at beginning of year2015-12-31$2,169,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,772
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Contributions received from participants2015-12-31$160,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,679
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,124,544
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,169,223
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$2,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$333,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$332,595
Value of interest in common/collective trusts at end of year2015-12-31$1,791,382
Value of interest in common/collective trusts at beginning of year2015-12-31$1,836,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$160
Net investment gain or loss from common/collective trusts2015-12-31$-2,778
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
Contributions received in cash from employer2015-12-31$18,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$217,644
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 name2015-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2015-12-31363280790
2014 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$265,143
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$85,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$80,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$187,872
Value of total assets at end of year2014-12-31$2,169,223
Value of total assets at beginning of year2014-12-31$1,989,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,117
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Contributions received from participants2014-12-31$169,830
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$180,009
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,169,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,989,214
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$5,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$332,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$304,652
Value of interest in common/collective trusts at end of year2014-12-31$1,836,628
Value of interest in common/collective trusts at beginning of year2014-12-31$1,684,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,001
Net investment gain or loss from common/collective trusts2014-12-31$76,270
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
Contributions received in cash from employer2014-12-31$18,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$80,017
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 name2014-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2014-12-31363280790
2013 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$385,740
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$215,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$212,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$155,286
Value of total assets at end of year2013-12-31$1,989,214
Value of total assets at beginning of year2013-12-31$1,818,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,670
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Contributions received from participants2013-12-31$138,304
Total non interest bearing cash at beginning of year2013-12-31$4
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$170,575
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,989,214
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,818,639
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
Investment advisory and management fees2013-12-31$2,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$304,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$291,437
Value of interest in common/collective trusts at end of year2013-12-31$1,684,562
Value of interest in common/collective trusts at beginning of year2013-12-31$1,527,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,673
Net investment gain or loss from common/collective trusts2013-12-31$228,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$16,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$212,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2013-12-31363280790
2012 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41
Total income from all sources (including contributions)2012-12-31$268,905
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$225,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$216,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$138,396
Value of total assets at end of year2012-12-31$1,818,639
Value of total assets at beginning of year2012-12-31$1,774,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,042
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$120,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$41
Other income not declared elsewhere2012-12-31$38
Total non interest bearing cash at end of year2012-12-31$4
Total non interest bearing cash at beginning of year2012-12-31$12
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$43,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,818,639
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,774,755
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
Investment advisory and management fees2012-12-31$8,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$291,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$310,844
Value of interest in common/collective trusts at end of year2012-12-31$1,527,198
Value of interest in common/collective trusts at beginning of year2012-12-31$1,463,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$850
Net investment gain or loss from common/collective trusts2012-12-31$129,621
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$18,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$216,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2012-12-31363280790
2011 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$124,503
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$163,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$153,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$141,704
Value of total assets at end of year2011-12-31$1,774,796
Value of total assets at beginning of year2011-12-31$1,814,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,899
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$800,000
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
Contributions received from participants2011-12-31$124,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$41
Total non interest bearing cash at end of year2011-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-39,495
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,774,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,814,250
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
Investment advisory and management fees2011-12-31$10,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$310,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$320,950
Value of interest in common/collective trusts at end of year2011-12-31$1,463,940
Value of interest in common/collective trusts at beginning of year2011-12-31$1,493,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-108
Net investment gain or loss from common/collective trusts2011-12-31$-17,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$17,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$153,099
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 name2011-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2011-12-31363280790
2010 : BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$308,086
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$194,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$183,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$148,071
Value of total assets at end of year2010-12-31$1,814,250
Value of total assets at beginning of year2010-12-31$1,700,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,322
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$800,000
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
Contributions received from participants2010-12-31$129,053
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$113,636
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,814,250
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,700,614
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
Investment advisory and management fees2010-12-31$11,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$320,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$321,897
Value of interest in common/collective trusts at end of year2010-12-31$1,493,300
Value of interest in common/collective trusts at beginning of year2010-12-31$1,378,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$723
Net investment gain or loss from common/collective trusts2010-12-31$159,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$19,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$183,128
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
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 name2010-12-31MCCULLOUGH, ROSSI CO LTD
Accountancy firm EIN2010-12-31363280790

Form 5500 Responses for BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST

2022: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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