BETZ INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: BETZ INDUSTRIES PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 18,266,713 |
| Acturial value of plan assets | 2022-12-31 | 17,392,597 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 4,646,971 |
| Number of terminated vested participants | 2022-12-31 | 42 |
| Fundng target for terminated vested participants | 2022-12-31 | 1,358,466 |
| Active participant vested funding target | 2022-12-31 | 4,196,223 |
| Number of active participants | 2022-12-31 | 108 |
| Total funding liabilities for active participants | 2022-12-31 | 4,237,321 |
| Total participant count | 2022-12-31 | 195 |
| Total funding target for all participants | 2022-12-31 | 10,242,758 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 4,000,481 |
| Amount remaining of carryover balance | 2022-12-31 | 4,000,481 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 4,412,130 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 270,420 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 46 |
| Total of all active and inactive participants | 2022-01-01 | 185 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
| Total participants | 2022-01-01 | 189 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
| 2021: BETZ INDUSTRIES PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 17,045,968 |
| Acturial value of plan assets | 2021-12-31 | 15,797,211 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 4,642,311 |
| Number of terminated vested participants | 2021-12-31 | 37 |
| Fundng target for terminated vested participants | 2021-12-31 | 1,071,958 |
| Active participant vested funding target | 2021-12-31 | 3,880,599 |
| Number of active participants | 2021-12-31 | 115 |
| Total funding liabilities for active participants | 2021-12-31 | 3,912,935 |
| Total participant count | 2021-12-31 | 195 |
| Total funding target for all participants | 2021-12-31 | 9,627,204 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,567,399 |
| Amount remaining of carryover balance | 2021-12-31 | 3,567,399 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 4,000,481 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 209,326 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 104 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
| Total of all active and inactive participants | 2021-01-01 | 184 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
| Total participants | 2021-01-01 | 189 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
| 2020: BETZ INDUSTRIES PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 16,180,028 |
| Acturial value of plan assets | 2020-12-31 | 16,180,028 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 4,425,647 |
| Number of terminated vested participants | 2020-12-31 | 55 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,586,065 |
| Active participant vested funding target | 2020-12-31 | 3,802,252 |
| Number of active participants | 2020-12-31 | 115 |
| Total funding liabilities for active participants | 2020-12-31 | 3,864,777 |
| Total participant count | 2020-12-31 | 211 |
| Total funding target for all participants | 2020-12-31 | 9,876,489 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 3,009,701 |
| Amount remaining of carryover balance | 2020-12-31 | 3,009,701 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 3,567,399 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 250,128 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 211 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 109 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
| Total of all active and inactive participants | 2020-01-01 | 184 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
| Total participants | 2020-01-01 | 189 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: BETZ INDUSTRIES PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 14,073,991 |
| Acturial value of plan assets | 2019-12-31 | 14,073,991 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 4,196,451 |
| Number of terminated vested participants | 2019-12-31 | 47 |
| Fundng target for terminated vested participants | 2019-12-31 | 1,366,178 |
| Active participant vested funding target | 2019-12-31 | 3,680,783 |
| Number of active participants | 2019-12-31 | 124 |
| Total funding liabilities for active participants | 2019-12-31 | 3,730,174 |
| Total participant count | 2019-12-31 | 211 |
| Total funding target for all participants | 2019-12-31 | 9,292,803 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,172,113 |
| Amount remaining of carryover balance | 2019-12-31 | 3,172,113 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 3,009,701 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 208,019 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 115 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 35 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 51 |
| Total of all active and inactive participants | 2019-01-01 | 201 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
| Total participants | 2019-01-01 | 210 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: BETZ INDUSTRIES PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 15,276,705 |
| Acturial value of plan assets | 2018-12-31 | 15,276,705 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 4,336,723 |
| Number of terminated vested participants | 2018-12-31 | 42 |
| Fundng target for terminated vested participants | 2018-12-31 | 868,517 |
| Active participant vested funding target | 2018-12-31 | 3,503,595 |
| Number of active participants | 2018-12-31 | 123 |
| Total funding liabilities for active participants | 2018-12-31 | 3,555,200 |
| Total participant count | 2018-12-31 | 204 |
| Total funding target for all participants | 2018-12-31 | 8,760,440 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,751,182 |
| Amount remaining of carryover balance | 2018-12-31 | 2,751,182 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 3,172,113 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 260,726 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 200 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 115 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 46 |
| Total of all active and inactive participants | 2018-01-01 | 195 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 9 |
| Total participants | 2018-01-01 | 204 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: BETZ INDUSTRIES PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 13,661,770 |
| Acturial value of plan assets | 2017-12-31 | 13,661,770 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,758,067 |
| Number of terminated vested participants | 2017-12-31 | 42 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,166,579 |
| Active participant vested funding target | 2017-12-31 | 3,013,730 |
| Number of active participants | 2017-12-31 | 123 |
| Total funding liabilities for active participants | 2017-12-31 | 3,070,736 |
| Total participant count | 2017-12-31 | 200 |
| Total funding target for all participants | 2017-12-31 | 7,995,382 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,606,767 |
| Amount remaining of carryover balance | 2017-12-31 | 2,606,767 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 2,751,182 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 223,143 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 202 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 118 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 39 |
| Total of all active and inactive participants | 2017-01-01 | 190 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 8 |
| Total participants | 2017-01-01 | 198 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: BETZ INDUSTRIES PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 13,332,899 |
| Acturial value of plan assets | 2016-12-31 | 13,332,899 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,138,327 |
| Number of terminated vested participants | 2016-12-31 | 42 |
| Fundng target for terminated vested participants | 2016-12-31 | 1,093,383 |
| Active participant vested funding target | 2016-12-31 | 3,232,402 |
| Number of active participants | 2016-12-31 | 126 |
| Total funding liabilities for active participants | 2016-12-31 | 3,286,234 |
| Total participant count | 2016-12-31 | 198 |
| Total funding target for all participants | 2016-12-31 | 7,517,944 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,628,054 |
| Amount remaining of carryover balance | 2016-12-31 | 2,628,054 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 2,606,767 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 190,929 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 121 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 40 |
| Total of all active and inactive participants | 2016-01-01 | 191 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 198 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
| 2015: BETZ INDUSTRIES PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 118 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 42 |
| Total of all active and inactive participants | 2015-01-01 | 185 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 190 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: BETZ INDUSTRIES PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
| Total of all active and inactive participants | 2014-01-01 | 180 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 185 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
| 2013: BETZ INDUSTRIES PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 41 |
| Total of all active and inactive participants | 2013-01-01 | 164 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 168 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: BETZ INDUSTRIES PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 39 |
| Total of all active and inactive participants | 2012-01-01 | 157 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 160 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: BETZ INDUSTRIES PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 38 |
| Total of all active and inactive participants | 2011-01-01 | 151 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 153 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: BETZ INDUSTRIES PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 152 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 37 |
| Total of all active and inactive participants | 2010-01-01 | 146 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 148 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: BETZ INDUSTRIES PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 32 |
| Total of all active and inactive participants | 2009-01-01 | 145 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 145 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : BETZ INDUSTRIES PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-2,892,468 |
| Total of all expenses incurred | 2022-12-31 | $541,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $501,203 |
| Value of total assets at end of year | 2022-12-31 | $14,832,573 |
| Value of total assets at beginning of year | 2022-12-31 | $18,266,713 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $40,469 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $11,980 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $16,632 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-3,434,140 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,832,573 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,266,713 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $10,978 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $14,832,573 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $18,266,713 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,892,468 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $501,203 |
| Contract administrator fees | 2022-12-31 | $879 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2022-12-31 | 382627062 |
| 2021 : BETZ INDUSTRIES PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,726,979 |
| Total of all expenses incurred | 2021-12-31 | $506,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $477,982 |
| Value of total assets at end of year | 2021-12-31 | $18,266,713 |
| Value of total assets at beginning of year | 2021-12-31 | $17,045,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Administrative expenses (other) incurred | 2021-12-31 | $16,254 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,220,745 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,266,713 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,045,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $11,490 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $18,266,713 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $17,045,968 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,726,979 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $477,982 |
| Contract administrator fees | 2021-12-31 | $508 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2021-12-31 | 382627062 |
| 2020 : BETZ INDUSTRIES PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,926,193 |
| Total of all expenses incurred | 2020-12-31 | $1,060,253 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,048,486 |
| Value of total assets at end of year | 2020-12-31 | $17,045,968 |
| Value of total assets at beginning of year | 2020-12-31 | $16,180,028 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,767 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $865,940 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,045,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,180,028 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $10,717 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $17,045,968 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $16,180,028 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,926,193 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,048,486 |
| Contract administrator fees | 2020-12-31 | $1,050 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2020-12-31 | 382627062 |
| 2019 : BETZ INDUSTRIES PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $2,562,692 |
| Total of all expenses incurred | 2019-12-31 | $456,655 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $445,141 |
| Value of total assets at end of year | 2019-12-31 | $16,180,028 |
| Value of total assets at beginning of year | 2019-12-31 | $14,073,991 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,514 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,106,037 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,180,028 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,073,991 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $10,526 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $16,180,028 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $14,073,991 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,562,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $445,141 |
| Contract administrator fees | 2019-12-31 | $988 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2019-12-31 | 382627062 |
| 2018 : BETZ INDUSTRIES PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-770,087 |
| Total of all expenses incurred | 2018-12-31 | $432,627 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $421,962 |
| Value of total assets at end of year | 2018-12-31 | $14,073,991 |
| Value of total assets at beginning of year | 2018-12-31 | $15,276,705 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,665 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,202,714 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,073,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,276,705 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $10,665 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $14,073,991 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $15,276,705 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-770,087 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $421,962 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2018-12-31 | 382627062 |
| 2017 : BETZ INDUSTRIES PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $2,053,921 |
| Total of all expenses incurred | 2017-12-31 | $438,986 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $417,736 |
| Value of total assets at end of year | 2017-12-31 | $15,276,705 |
| Value of total assets at beginning of year | 2017-12-31 | $13,661,770 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $21,250 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,614,935 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,276,705 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,661,770 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $10,206 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $15,276,705 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $13,661,770 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,053,921 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $417,736 |
| Contract administrator fees | 2017-12-31 | $11,044 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | HELMHOLDT+COMPANY LLP, CPAS |
| Accountancy firm EIN | 2017-12-31 | 382627062 |
| 2016 : BETZ INDUSTRIES PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $727,737 |
| Total of all expenses incurred | 2016-12-31 | $398,866 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $369,964 |
| Value of total assets at end of year | 2016-12-31 | $13,661,770 |
| Value of total assets at beginning of year | 2016-12-31 | $13,332,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $28,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $328,871 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,661,770 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,332,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $9,866 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $13,661,770 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $13,332,899 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $727,737 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $369,964 |
| Contract administrator fees | 2016-12-31 | $19,036 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2016-12-31 | 382627062 |
| 2015 : BETZ INDUSTRIES PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $-109,083 |
| Total of all expenses incurred | 2015-12-31 | $364,224 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $332,537 |
| Value of total assets at end of year | 2015-12-31 | $13,332,899 |
| Value of total assets at beginning of year | 2015-12-31 | $13,806,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $31,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-473,307 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,332,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,806,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $9,983 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $13,332,899 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $13,806,206 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-109,083 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $332,537 |
| Contract administrator fees | 2015-12-31 | $21,704 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2015-12-31 | 382627062 |
| 2014 : BETZ INDUSTRIES PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $699,256 |
| Total of all expenses incurred | 2014-12-31 | $372,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $338,851 |
| Value of total assets at end of year | 2014-12-31 | $13,806,206 |
| Value of total assets at beginning of year | 2014-12-31 | $13,479,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $33,749 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $326,656 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,806,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,479,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $9,965 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $13,806,206 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $13,479,550 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $699,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $338,851 |
| Contract administrator fees | 2014-12-31 | $23,784 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2014-12-31 | 382627062 |
| 2013 : BETZ INDUSTRIES PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $1,761,720 |
| Total of all expenses incurred | 2013-12-31 | $341,125 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $309,886 |
| Value of total assets at end of year | 2013-12-31 | $13,479,550 |
| Value of total assets at beginning of year | 2013-12-31 | $12,058,955 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $31,239 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,420,595 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,479,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,058,955 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $9,495 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $13,479,550 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $12,058,955 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,761,720 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $309,886 |
| Contract administrator fees | 2013-12-31 | $21,744 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2013-12-31 | 382627062 |
| 2012 : BETZ INDUSTRIES PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $1,420,823 |
| Total of all expenses incurred | 2012-12-31 | $326,347 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $296,270 |
| Value of total assets at end of year | 2012-12-31 | $12,058,955 |
| Value of total assets at beginning of year | 2012-12-31 | $10,964,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,077 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,094,476 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,058,955 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,964,479 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $9,123 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $12,058,955 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $10,964,479 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,420,823 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $296,270 |
| Contract administrator fees | 2012-12-31 | $20,954 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2012-12-31 | 382627062 |
| 2011 : BETZ INDUSTRIES PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $3,557 |
| Total of all expenses incurred | 2011-12-31 | $289,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $260,015 |
| Value of total assets at end of year | 2011-12-31 | $10,964,479 |
| Value of total assets at beginning of year | 2011-12-31 | $11,250,890 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $29,953 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-286,411 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,964,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,250,890 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $8,999 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $10,964,479 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $11,250,890 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $3,557 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $260,015 |
| Contract administrator fees | 2011-12-31 | $20,954 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| 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 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2011-12-31 | 382627062 |
| 2010 : BETZ INDUSTRIES PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $1,296,179 |
| Total of all expenses incurred | 2010-12-31 | $293,568 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $255,830 |
| Value of total assets at end of year | 2010-12-31 | $11,250,890 |
| Value of total assets at beginning of year | 2010-12-31 | $10,248,279 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $37,738 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $8,680 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,002,611 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,250,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,248,279 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $8,104 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $11,250,890 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $9,148,279 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,296,179 |
| 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 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $255,830 |
| Contract administrator fees | 2010-12-31 | $20,954 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| 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 | HELMHOLDTCOMPANY LLP, CPAS |
| Accountancy firm EIN | 2010-12-31 | 382627062 |
