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Plan Name | FOX PLAN/PENSION |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | FUCHS LUBRICANTS CO. |
Employer identification number (EIN): | 363166087 |
NAIC Classification: | 324190 |
Additional information about FUCHS LUBRICANTS CO.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1991-01-28 |
Company Identification Number: | 0008652806 |
Legal Registered Office Address: |
17050 LATHROP AVE C/O SHIELA MCCORMICK HARVEY United States of America (USA) 60426 |
More information about FUCHS LUBRICANTS CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | CHRISTIAN D. BIGELOW | 2012-12-17 | ||
001 | 2011-01-01 | CHRISTIAN BIGELOW | SHEILA MCCORMACK | 2012-10-15 | |
001 | 2009-01-01 | CHRISTIAN BIGELOW | SHEILA MCCORMACK | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2011: FOX PLAN/PENSION 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: FOX PLAN/PENSION 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 82 |
Total of all active and inactive participants | 2009-01-01 | 345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 349 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : FOX PLAN/PENSION 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
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 | $7,499,899 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $26,121,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $25,659,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,028,415 |
Value of total assets at end of year | 2011-12-31 | $181,326 |
Value of total assets at beginning of year | 2011-12-31 | $18,803,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $462,402 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $364,012 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $114 |
Administrative expenses (other) incurred | 2011-12-31 | $98,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-18,621,969 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $181,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,803,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,698,501 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $181,326 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $15,529,680 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,409,806 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $61,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,028,415 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,575,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $25,659,466 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : FOX PLAN/PENSION 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $24,491 |
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 | $3,641,417 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,135,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,932,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,100,000 |
Value of total assets at end of year | 2010-12-31 | $18,803,295 |
Value of total assets at beginning of year | 2010-12-31 | $17,321,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $202,743 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,160 |
Administrative expenses professional fees incurred | 2010-12-31 | $175,115 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $114 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $179 |
Administrative expenses (other) incurred | 2010-12-31 | $27,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,506,176 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,803,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,321,610 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,698,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,529,868 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $15,529,680 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $12,216,563 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $263,472 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,262,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,100,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,575,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,575,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,932,498 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2009 : FOX PLAN/PENSION 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: FOX PLAN/PENSION 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FOX PLAN/PENSION 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |