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FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 401k Plan overview

Plan NameFEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN
Plan identification number 004

FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

FEDERAL SCREW WORKS has sponsored the creation of one or more 401k plans.

Company Name:FEDERAL SCREW WORKS
Employer identification number (EIN):380533740
NAIC Classification:332700

Additional information about FEDERAL SCREW WORKS

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 153176
Legal Registered Office Address: GODDARD RD ROMULUS 48174


United States of America (USA)
34846

More information about FEDERAL SCREW WORKS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042017-07-01WADE C. PLASKEY WADE C. PLASKEY2019-02-27
0042016-07-01WADE C. PLASKEY WADE C. PLASKEY2018-03-22
0042016-07-01 WADE C. PLASKEY2018-03-22
0042015-07-01WADE C. PLASKEY WADE C. PLASKEY2017-03-20
0042015-07-01WADE C. PLASKEY WADE C. PLASKEY2017-03-20
0042015-07-01WADE C. PLASKEY WADE C. PLASKEY2017-03-19
0042014-07-01WADE C. PLASKEY WADE C. PLASKEY2016-03-30
0042013-07-01WADE C. PLASKEY
0042012-07-01WADE PLASKEY WADE PLASKEY2014-04-07
0042011-07-01WADE C. PLASKEY WADE C. PLASKEY2013-04-03
0042010-07-01WADE C. PLASKEY WADE C. PLASKEY2012-02-28
0042009-07-01WADE C. PLASKEY WADE C. PLASKEY2011-01-31

Plan Statistics for FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN

401k plan membership statisitcs for FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN

Measure Date Value
2022: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-307,708,691
Acturial value of plan assets2022-06-306,989,484
Funding target for retired participants and beneficiaries receiving payment2022-06-305,352,078
Number of terminated vested participants2022-06-3029
Fundng target for terminated vested participants2022-06-301,045,391
Active participant vested funding target2022-06-3023,730
Number of active participants2022-06-301
Total funding liabilities for active participants2022-06-3025,079
Total participant count2022-06-30136
Total funding target for all participants2022-06-306,422,548
Minimum required contributions for current year target normal cost2022-06-3039,086
2021: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01136
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-0185
Number of other retired or separated participants entitled to future benefits2021-07-0124
Total of all active and inactive participants2021-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0121
Total participants2021-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-306,772,054
Acturial value of plan assets2021-06-306,977,851
Funding target for retired participants and beneficiaries receiving payment2021-06-305,739,573
Number of terminated vested participants2021-06-3031
Fundng target for terminated vested participants2021-06-301,117,857
Active participant vested funding target2021-06-3022,855
Number of active participants2021-06-301
Total funding liabilities for active participants2021-06-3024,417
Total participant count2021-06-30139
Total funding target for all participants2021-06-306,881,847
Present value of excess contributions2021-06-30226,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30238,357
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Minimum required contributions for current year target normal cost2021-06-3095,516
2020: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01139
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-0185
Number of other retired or separated participants entitled to future benefits2020-07-0128
Total of all active and inactive participants2020-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0122
Total participants2020-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-306,845,567
Acturial value of plan assets2020-06-306,833,740
Funding target for retired participants and beneficiaries receiving payment2020-06-306,127,138
Number of terminated vested participants2020-06-3031
Fundng target for terminated vested participants2020-06-301,056,970
Active participant vested funding target2020-06-3021,010
Number of active participants2020-06-301
Total funding liabilities for active participants2020-06-3022,736
Total participant count2020-06-30144
Total funding target for all participants2020-06-307,206,844
Present value of excess contributions2020-06-3023
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3024
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Total employer contributions2020-06-30485,909
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30451,910
Minimum required contributions for current year target normal cost2020-06-3085,571
Net shortfall amortization installment of oustanding balance2020-06-30373,104
Total funding amount beforereflecting carryover/prefunding balances2020-06-30225,679
Additional cash requirement2020-06-30225,679
Contributions allocatedtoward minimum required contributions for current year2020-06-30451,910
2019: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01144
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-0187
Number of other retired or separated participants entitled to future benefits2019-07-0130
Total of all active and inactive participants2019-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0121
Total participants2019-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-307,106,757
Acturial value of plan assets2019-06-306,869,052
Funding target for retired participants and beneficiaries receiving payment2019-06-306,054,365
Number of terminated vested participants2019-06-3033
Fundng target for terminated vested participants2019-06-301,138,680
Active participant vested funding target2019-06-3019,668
Number of active participants2019-06-302
Total funding liabilities for active participants2019-06-3021,556
Total participant count2019-06-30150
Total funding target for all participants2019-06-307,214,601
Present value of excess contributions2019-06-3018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3019
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Total employer contributions2019-06-3054,638
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3053,278
Minimum required contributions for current year target normal cost2019-06-3053,255
Net shortfall amortization installment of oustanding balance2019-06-30345,549
Total funding amount beforereflecting carryover/prefunding balances2019-06-3053,255
Additional cash requirement2019-06-3053,255
Contributions allocatedtoward minimum required contributions for current year2019-06-3053,278
2018: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01150
Total number of active participants reported on line 7a of the Form 55002018-07-011
Number of retired or separated participants receiving benefits2018-07-0194
Number of other retired or separated participants entitled to future benefits2018-07-0130
Total of all active and inactive participants2018-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0119
Total participants2018-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-307,198,855
Acturial value of plan assets2018-06-307,133,179
Funding target for retired participants and beneficiaries receiving payment2018-06-305,943,609
Number of terminated vested participants2018-06-3054
Fundng target for terminated vested participants2018-06-301,626,567
Active participant vested funding target2018-06-3018,660
Number of active participants2018-06-302
Total funding liabilities for active participants2018-06-3020,719
Total participant count2018-06-30171
Total funding target for all participants2018-06-307,590,895
Present value of excess contributions2018-06-303,936
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-304,171
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Total employer contributions2018-06-30196,211
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30188,781
Minimum required contributions for current year target normal cost2018-06-3077,719
Net shortfall amortization installment of oustanding balance2018-06-30457,716
Total funding amount beforereflecting carryover/prefunding balances2018-06-30188,763
Additional cash requirement2018-06-30188,763
Contributions allocatedtoward minimum required contributions for current year2018-06-30188,781
2017: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01171
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-0196
Number of other retired or separated participants entitled to future benefits2017-07-0132
Total of all active and inactive participants2017-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0120
Total participants2017-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-306,851,310
Acturial value of plan assets2017-06-307,255,071
Funding target for retired participants and beneficiaries receiving payment2017-06-305,849,956
Number of terminated vested participants2017-06-3058
Fundng target for terminated vested participants2017-06-301,704,092
Active participant vested funding target2017-06-3087,655
Number of active participants2017-06-303
Total funding liabilities for active participants2017-06-3089,843
Total participant count2017-06-30172
Total funding target for all participants2017-06-307,643,891
Total employer contributions2017-06-30249,136
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30238,414
Minimum required contributions for current year target normal cost2017-06-3084,381
Net shortfall amortization installment of oustanding balance2017-06-30388,820
Total funding amount beforereflecting carryover/prefunding balances2017-06-30234,478
Additional cash requirement2017-06-30234,478
Contributions allocatedtoward minimum required contributions for current year2017-06-30238,414
2016: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01172
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-0194
Number of other retired or separated participants entitled to future benefits2016-07-0153
Total of all active and inactive participants2016-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0122
Total participants2016-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01174
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of retired or separated participants receiving benefits2015-07-0191
Number of other retired or separated participants entitled to future benefits2015-07-0156
Total of all active and inactive participants2015-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0122
Total participants2015-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01176
Total number of active participants reported on line 7a of the Form 55002014-07-013
Number of retired or separated participants receiving benefits2014-07-0187
Number of other retired or separated participants entitled to future benefits2014-07-0163
Total of all active and inactive participants2014-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0121
Total participants2014-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01176
Total number of active participants reported on line 7a of the Form 55002013-07-013
Number of retired or separated participants receiving benefits2013-07-0187
Number of other retired or separated participants entitled to future benefits2013-07-0165
Total of all active and inactive participants2013-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0121
Total participants2013-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01177
Total number of active participants reported on line 7a of the Form 55002012-07-013
Number of retired or separated participants receiving benefits2012-07-0182
Number of other retired or separated participants entitled to future benefits2012-07-0171
Total of all active and inactive participants2012-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0120
Total participants2012-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01185
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-0178
Number of other retired or separated participants entitled to future benefits2011-07-0177
Total of all active and inactive participants2011-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0118
Total participants2011-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01186
Total number of active participants reported on line 7a of the Form 55002010-07-014
Number of retired or separated participants receiving benefits2010-07-0175
Number of other retired or separated participants entitled to future benefits2010-07-0186
Total of all active and inactive participants2010-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0120
Total participants2010-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01191
Total number of active participants reported on line 7a of the Form 55002009-07-014
Number of retired or separated participants receiving benefits2009-07-0175
Number of other retired or separated participants entitled to future benefits2009-07-0189
Total of all active and inactive participants2009-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0119
Total participants2009-07-01187

Financial Data on FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN

Measure Date Value
2022 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-1,154,633
Total unrealized appreciation/depreciation of assets2022-06-30$-1,154,633
Total income from all sources (including contributions)2022-06-30$-718,585
Total of all expenses incurred2022-06-30$623,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$556,267
Value of total assets at end of year2022-06-30$6,366,319
Value of total assets at beginning of year2022-06-30$7,708,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$67,520
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$436,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$436,048
Administrative expenses professional fees incurred2022-06-30$6,000
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$2,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,342,372
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,366,319
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,708,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,364,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,707,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$556,267
Contract administrator fees2022-06-30$61,520
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CROWE LLP
Accountancy firm EIN2022-06-30350921680
2021 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$1,490,477
Total unrealized appreciation/depreciation of assets2021-06-30$1,490,477
Total income from all sources (including contributions)2021-06-30$1,615,413
Total of all expenses incurred2021-06-30$689,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$567,700
Value of total assets at end of year2021-06-30$7,708,691
Value of total assets at beginning of year2021-06-30$6,782,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$121,796
Total interest from all sources2021-06-30$516
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$124,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$124,420
Administrative expenses professional fees incurred2021-06-30$6,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$925,917
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,708,691
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,782,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,707,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,349,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Employer contributions (assets) at beginning of year2021-06-30$432,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$567,700
Contract administrator fees2021-06-30$115,796
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CROWE LLP
Accountancy firm EIN2021-06-30350921680
2020 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-17,351
Total unrealized appreciation/depreciation of assets2020-06-30$-17,351
Total income from all sources (including contributions)2020-06-30$637,903
Total of all expenses incurred2020-06-30$700,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$590,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$485,909
Value of total assets at end of year2020-06-30$6,782,774
Value of total assets at beginning of year2020-06-30$6,845,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$110,862
Total interest from all sources2020-06-30$25,100
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$144,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$144,245
Administrative expenses professional fees incurred2020-06-30$6,000
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$4,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-63,045
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,782,774
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,845,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,349,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,834,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$25,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$485,909
Employer contributions (assets) at end of year2020-06-30$432,467
Employer contributions (assets) at beginning of year2020-06-30$7,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$590,086
Contract administrator fees2020-06-30$104,862
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CROWE LLP
Accountancy firm EIN2020-06-30350921680
2019 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$835
Total income from all sources (including contributions)2019-06-30$443,481
Total of all expenses incurred2019-06-30$700,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$620,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$54,638
Value of total assets at end of year2019-06-30$6,845,819
Value of total assets at beginning of year2019-06-30$7,103,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$80,391
Total interest from all sources2019-06-30$38,944
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$246,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$6,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$4,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$3,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$835
Other income not declared elsewhere2019-06-30$103,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-257,322
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,845,819
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,103,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,834,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,094,445
Interest earned on other investments2019-06-30$837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$38,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$54,638
Employer contributions (assets) at end of year2019-06-30$7,447
Income. Dividends from common stock2019-06-30$246,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$620,412
Contract administrator fees2019-06-30$74,391
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$1,005,895
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CROWE LLP
Accountancy firm EIN2019-06-30350921680
2018 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$835
Total income from all sources (including contributions)2018-06-30$844,775
Total of all expenses incurred2018-06-30$940,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$835,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$196,211
Value of total assets at end of year2018-06-30$7,103,976
Value of total assets at beginning of year2018-06-30$7,198,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$104,952
Total interest from all sources2018-06-30$25,880
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$203,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$5,333
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$3,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$171,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$835
Other income not declared elsewhere2018-06-30$419,367
Administrative expenses (other) incurred2018-06-30$99,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-95,713
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,103,141
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,198,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,094,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,988,437
Interest earned on other investments2018-06-30$3,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$22,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$196,211
Income. Dividends from common stock2018-06-30$203,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$835,536
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$1,005,895
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$1,038,843
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CROWE LLP
Accountancy firm EIN2018-06-30350921680
2017 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,166
Total income from all sources (including contributions)2017-06-30$1,072,852
Total of all expenses incurred2017-06-30$726,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$615,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$249,136
Value of total assets at end of year2017-06-30$7,198,854
Value of total assets at beginning of year2017-06-30$6,854,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$110,466
Total interest from all sources2017-06-30$9,454
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$111,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$5,333
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$171,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$2,166
Other income not declared elsewhere2017-06-30$702,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$346,558
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,198,854
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,852,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,988,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,757,746
Interest earned on other investments2017-06-30$1,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$8,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$249,136
Employer contributions (assets) at beginning of year2017-06-30$62,066
Income. Dividends from common stock2017-06-30$111,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$615,828
Contract administrator fees2017-06-30$105,133
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$1,038,843
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,032,144
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CROWE HORWATH LLP
Accountancy firm EIN2017-06-30350921680
2016 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,166
Total income from all sources (including contributions)2016-06-30$379,187
Total of all expenses incurred2016-06-30$903,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$598,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$174,206
Value of total assets at end of year2016-06-30$6,854,462
Value of total assets at beginning of year2016-06-30$7,376,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$305,109
Total interest from all sources2016-06-30$1,486
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$203,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$5,333
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,166
Administrative expenses (other) incurred2016-06-30$221,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-524,509
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,852,296
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,376,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,757,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,108,916
Interest earned on other investments2016-06-30$-1,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$174,206
Employer contributions (assets) at end of year2016-06-30$62,066
Employer contributions (assets) at beginning of year2016-06-30$185,348
Income. Dividends from common stock2016-06-30$203,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$598,587
Contract administrator fees2016-06-30$78,217
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,032,144
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,078,249
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CROWE HORWATH LLP
Accountancy firm EIN2016-06-30350921680
2015 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$844,612
Total of all expenses incurred2015-06-30$654,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$583,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$494,156
Value of total assets at end of year2015-06-30$7,376,805
Value of total assets at beginning of year2015-06-30$7,186,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$71,189
Total interest from all sources2015-06-30$3,900
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$215,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$5,333
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$190,353
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,376,805
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,186,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,108,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,063,090
Interest earned on other investments2015-06-30$2,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$131,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$494,156
Employer contributions (assets) at end of year2015-06-30$185,348
Employer contributions (assets) at beginning of year2015-06-30$160,738
Income. Dividends from common stock2015-06-30$215,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$583,070
Contract administrator fees2015-06-30$65,856
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,078,249
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$960,608
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2014 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,295,377
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$622,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$562,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$433,951
Value of total assets at end of year2014-06-30$7,186,452
Value of total assets at beginning of year2014-06-30$6,514,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$60,286
Total interest from all sources2014-06-30$-3,575
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$130,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,333
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$7,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$672,414
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,186,452
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,514,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,063,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,281,814
Interest earned on other investments2014-06-30$-5,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$734,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$433,951
Employer contributions (assets) at end of year2014-06-30$160,738
Employer contributions (assets) at beginning of year2014-06-30$138,703
Income. Dividends from common stock2014-06-30$130,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$562,677
Contract administrator fees2014-06-30$54,953
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$960,608
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$2,086,325
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CROWE HORWATH LLP
Accountancy firm EIN2014-06-30350921680
2013 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$824,695
Total of all expenses incurred2013-06-30$585,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$533,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$384,595
Value of total assets at end of year2013-06-30$6,514,038
Value of total assets at beginning of year2013-06-30$6,274,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$52,553
Total interest from all sources2013-06-30$2,937
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$164,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$5,333
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$7,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$6,904
Other income not declared elsewhere2013-06-30$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$239,081
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,514,038
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,274,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,281,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,498,568
Interest earned on other investments2013-06-30$292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$2,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$271,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$384,595
Employer contributions (assets) at end of year2013-06-30$138,703
Employer contributions (assets) at beginning of year2013-06-30$89,019
Income. Dividends from common stock2013-06-30$164,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$533,061
Contract administrator fees2013-06-30$47,220
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$2,086,325
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$1,680,466
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CROWE HORWATH LLP
Accountancy firm EIN2013-06-30350921680
2012 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$449,281
Total of all expenses incurred2012-06-30$613,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$541,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$89,019
Value of total assets at end of year2012-06-30$6,274,957
Value of total assets at beginning of year2012-06-30$6,438,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$71,631
Total interest from all sources2012-06-30$120,795
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$51,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$5,333
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$178,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$6,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$29,290
Other income not declared elsewhere2012-06-30$54
Administrative expenses (other) incurred2012-06-30$11,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-163,957
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,274,957
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,438,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,498,568
Value of interest in pooled separate accounts at beginning of year2012-06-30$88,271
Interest earned on other investments2012-06-30$4,894
Income. Interest from US Government securities2012-06-30$2,656
Income. Interest from corporate debt instruments2012-06-30$111,519
Value of interest in common/collective trusts at beginning of year2012-06-30$1,831,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,726
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$15,355
Asset value of US Government securities at beginning of year2012-06-30$125,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$187,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$89,019
Employer contributions (assets) at end of year2012-06-30$89,019
Income. Dividends from common stock2012-06-30$51,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$526,252
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,736,957
Contract administrator fees2012-06-30$54,756
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$1,680,466
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,448,810
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CROWE HORWATH LLP
Accountancy firm EIN2012-06-30350921680
2011 : FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$509,532
Total of all expenses incurred2011-06-30$586,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$524,409
Value of total assets at end of year2011-06-30$6,438,914
Value of total assets at beginning of year2011-06-30$6,515,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$61,679
Total interest from all sources2011-06-30$195,339
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$53,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$5,333
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$178,025
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$130,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$29,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$52,166
Other income not declared elsewhere2011-06-30$259,087
Administrative expenses (other) incurred2011-06-30$9,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-76,556
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,438,914
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,515,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$88,271
Value of interest in pooled separate accounts at beginning of year2011-06-30$84,888
Interest earned on other investments2011-06-30$6,460
Income. Interest from US Government securities2011-06-30$19,250
Income. Interest from corporate debt instruments2011-06-30$166,261
Value of interest in common/collective trusts at end of year2011-06-30$1,831,937
Value of interest in common/collective trusts at beginning of year2011-06-30$1,264,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$3,368
Asset value of US Government securities at end of year2011-06-30$125,624
Asset value of US Government securities at beginning of year2011-06-30$886,110
Net investment gain/loss from pooled separate accounts2011-06-30$1,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Income. Dividends from common stock2011-06-30$53,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$524,409
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,736,957
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,888,476
Contract administrator fees2011-06-30$46,742
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,448,810
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,208,488
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CROWE HORWATH
Accountancy firm EIN2011-06-30350921680

Form 5500 Responses for FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN

2021: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FEDERAL SCREW WORKS CHELSEA PLANT PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number001853
Policy instance 1
Insurance contract or identification number001853
Number of Individuals Covered177
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number001853
Policy instance 1
Insurance contract or identification number001853
Number of Individuals Covered185
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30

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