?>
Logo

JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 401k Plan overview

Plan NameJASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)
Plan identification number 002

JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JASON INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:JASON INCORPORATED
Employer identification number (EIN):391756840
NAIC Classification:339900

Additional information about JASON INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2075344

More information about JASON INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE BROOKS
0022016-01-01ELENA CARRAMINANA
0022015-01-01MICHAEL STANKE
0022014-01-01CATHERINE JUNG
0022013-01-01JOHN HENGEL
0022012-01-01JOHN HENGEL
0022011-01-01JOHN J. HENGEL
0022010-01-01JOHN J. HENGEL
0022009-01-01JOHN J. HENGEL JOHN J. HENGEL2010-10-14

Plan Statistics for JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)

401k plan membership statisitcs for JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)

Measure Date Value
2019: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2019 401k membership
Market value of plan assets2019-12-313,760,313
Acturial value of plan assets2019-12-313,911,952
Funding target for retired participants and beneficiaries receiving payment2019-12-312,149,879
Number of terminated vested participants2019-12-3126
Fundng target for terminated vested participants2019-12-31370,833
Active participant vested funding target2019-12-3126,465
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-3126,465
Total participant count2019-12-31120
Total funding target for all participants2019-12-312,547,177
Balance at beginning of prior year after applicable adjustments2019-12-3114,903
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-3114,903
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-3114,396
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3138,984
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01120
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-0176
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2018 401k membership
Market value of plan assets2018-12-314,175,234
Acturial value of plan assets2018-12-313,861,082
Funding target for retired participants and beneficiaries receiving payment2018-12-312,286,453
Number of terminated vested participants2018-12-3127
Fundng target for terminated vested participants2018-12-31358,553
Active participant vested funding target2018-12-3124,354
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-3124,354
Total participant count2018-12-31125
Total funding target for all participants2018-12-312,669,360
Balance at beginning of prior year after applicable adjustments2018-12-3112,937
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3112,937
Amount remaining of prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-3114,903
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3138,951
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-0181
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2017 401k membership
Market value of plan assets2017-12-313,891,880
Acturial value of plan assets2017-12-313,830,252
Funding target for retired participants and beneficiaries receiving payment2017-12-312,272,944
Number of terminated vested participants2017-12-3129
Fundng target for terminated vested participants2017-12-31352,210
Active participant vested funding target2017-12-3121,821
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-3121,821
Total participant count2017-12-31128
Total funding target for all participants2017-12-312,646,975
Balance at beginning of prior year after applicable adjustments2017-12-3111,270
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3111,270
Amount remaining of prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-3112,937
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3134,051
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-0184
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2016 401k membership
Market value of plan assets2016-12-313,683,964
Acturial value of plan assets2016-12-313,916,409
Funding target for retired participants and beneficiaries receiving payment2016-12-312,394,798
Number of terminated vested participants2016-12-3131
Fundng target for terminated vested participants2016-12-31336,378
Active participant vested funding target2016-12-3119,903
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-3119,903
Total participant count2016-12-31134
Total funding target for all participants2016-12-312,751,079
Balance at beginning of prior year after applicable adjustments2016-12-3111,625
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3111,625
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3111,270
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3124,298
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-0184
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2015 401k membership
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-0188
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-01134
2014: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-01139
2013: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-0191
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01142
2012: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-01102
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01148
Total participants2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-01148
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2010 401k membership
Total participants, beginning-of-year2010-01-01154
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-0185
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-01150
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-0184
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)

Measure Date Value
2019 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$467,365
Total unrealized appreciation/depreciation of assets2019-12-31$467,365
Total income from all sources (including contributions)2019-12-31$722,902
Total loss/gain on sale of assets2019-12-31$142,789
Total of all expenses incurred2019-12-31$303,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$239,038
Value of total assets at end of year2019-12-31$4,179,666
Value of total assets at beginning of year2019-12-31$3,760,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,511
Total interest from all sources2019-12-31$-90
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$78,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$32,644
Administrative expenses professional fees incurred2019-12-31$16,221
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,232
Other income not declared elsewhere2019-12-31$-402
Administrative expenses (other) incurred2019-12-31$18,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$419,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,179,666
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,760,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$589,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$872,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$746,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$591,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$591,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-90
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$46,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$236,603
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,839,237
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,293,116
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$690,672
Aggregate carrying amount (costs) on sale of assets2019-12-31$547,883
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-666,981
Total unrealized appreciation/depreciation of assets2018-12-31$-666,981
Total income from all sources (including contributions)2018-12-31$-123,613
Total loss/gain on sale of assets2018-12-31$467,989
Total of all expenses incurred2018-12-31$291,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$249,243
Value of total assets at end of year2018-12-31$3,760,313
Value of total assets at beginning of year2018-12-31$4,175,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,065
Total interest from all sources2018-12-31$347
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$78,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$32,478
Administrative expenses professional fees incurred2018-12-31$12,912
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,643
Other income not declared elsewhere2018-12-31$-361
Administrative expenses (other) incurred2018-12-31$8,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-414,921
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,760,313
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,175,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$872,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$591,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$807,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$807,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$45,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$246,988
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,293,116
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,326,864
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,534,356
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,066,367
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$307,695
Total unrealized appreciation/depreciation of assets2017-12-31$307,695
Total income from all sources (including contributions)2017-12-31$604,924
Total loss/gain on sale of assets2017-12-31$239,332
Total of all expenses incurred2017-12-31$321,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$259,601
Value of total assets at end of year2017-12-31$4,175,234
Value of total assets at beginning of year2017-12-31$3,891,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,969
Total interest from all sources2017-12-31$4,796
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$50,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,841
Administrative expenses professional fees incurred2017-12-31$17,173
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,032
Other income not declared elsewhere2017-12-31$-418
Administrative expenses (other) incurred2017-12-31$8,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$283,354
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,175,234
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,891,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$366,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$807,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$527,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$527,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$45,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$256,866
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,326,864
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,995,791
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$982,510
Aggregate carrying amount (costs) on sale of assets2017-12-31$743,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNECK SC
Accountancy firm EIN2017-12-31391173131
2016 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$336,887
Total unrealized appreciation/depreciation of assets2016-12-31$336,887
Total income from all sources (including contributions)2016-12-31$544,587
Total loss/gain on sale of assets2016-12-31$140,887
Total of all expenses incurred2016-12-31$336,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$267,262
Value of total assets at end of year2016-12-31$3,891,880
Value of total assets at beginning of year2016-12-31$3,683,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,409
Total interest from all sources2016-12-31$1,409
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$59,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,646
Administrative expenses professional fees incurred2016-12-31$32,289
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,694
Other income not declared elsewhere2016-12-31$-1,128
Administrative expenses (other) incurred2016-12-31$16,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$207,916
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,891,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,683,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$366,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$652,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$527,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$380,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$380,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$47,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$264,527
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,995,791
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,649,813
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$682,586
Aggregate carrying amount (costs) on sale of assets2016-12-31$541,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-330,714
Total unrealized appreciation/depreciation of assets2015-12-31$-330,714
Total income from all sources (including contributions)2015-12-31$-96,724
Total loss/gain on sale of assets2015-12-31$181,523
Total of all expenses incurred2015-12-31$323,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$272,705
Value of total assets at end of year2015-12-31$3,683,964
Value of total assets at beginning of year2015-12-31$4,104,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,963
Total interest from all sources2015-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$61,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,881
Administrative expenses professional fees incurred2015-12-31$8,558
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,062
Other income not declared elsewhere2015-12-31$-1,430
Administrative expenses (other) incurred2015-12-31$16,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-420,392
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,683,964
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,104,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$652,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$930,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$380,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$455,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$455,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$44,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$270,114
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,649,813
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,715,784
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$496,008
Aggregate carrying amount (costs) on sale of assets2015-12-31$314,485
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-285,999
Total unrealized appreciation/depreciation of assets2014-12-31$-285,999
Total income from all sources (including contributions)2014-12-31$386,475
Total loss/gain on sale of assets2014-12-31$609,682
Total of all expenses incurred2014-12-31$340,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,606
Value of total assets at end of year2014-12-31$4,104,356
Value of total assets at beginning of year2014-12-31$4,058,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,955
Total interest from all sources2014-12-31$128
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,867
Administrative expenses professional fees incurred2014-12-31$13,140
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,765
Other income not declared elsewhere2014-12-31$-2,165
Administrative expenses (other) incurred2014-12-31$15,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$45,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,104,356
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,058,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$31,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$930,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$371,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$455,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$554,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$554,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$57,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$277,847
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,715,784
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,127,110
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,761,782
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,152,100
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$439,580
Total unrealized appreciation/depreciation of assets2013-12-31$439,580
Total income from all sources (including contributions)2013-12-31$931,021
Total loss/gain on sale of assets2013-12-31$436,152
Total of all expenses incurred2013-12-31$340,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$286,621
Value of total assets at end of year2013-12-31$4,058,442
Value of total assets at beginning of year2013-12-31$3,467,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,705
Total interest from all sources2013-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,551
Administrative expenses professional fees incurred2013-12-31$11,318
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$3,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,732
Other income not declared elsewhere2013-12-31$-540
Administrative expenses (other) incurred2013-12-31$15,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$590,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,058,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,467,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$27,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$371,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$72,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$554,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$358,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$358,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-10,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$54,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$282,729
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,127,110
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,034,271
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,608,111
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,171,959
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$203,110
Total unrealized appreciation/depreciation of assets2012-12-31$203,110
Total income from all sources (including contributions)2012-12-31$415,317
Total loss/gain on sale of assets2012-12-31$134,572
Total of all expenses incurred2012-12-31$339,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$287,195
Value of total assets at end of year2012-12-31$3,467,747
Value of total assets at beginning of year2012-12-31$3,392,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,410
Total interest from all sources2012-12-31$366
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,028
Administrative expenses professional fees incurred2012-12-31$13,780
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$3,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,082
Other income not declared elsewhere2012-12-31$-322
Administrative expenses (other) incurred2012-12-31$11,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$75,712
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,467,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,392,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$72,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$347,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$358,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$247,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$247,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$366
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$62,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$283,243
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,034,271
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,791,078
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$900,422
Aggregate carrying amount (costs) on sale of assets2012-12-31$765,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-175,563
Total unrealized appreciation/depreciation of assets2011-12-31$-175,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$155,837
Total loss/gain on sale of assets2011-12-31$263,207
Total of all expenses incurred2011-12-31$334,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$286,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$3,392,035
Value of total assets at beginning of year2011-12-31$3,570,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,640
Total interest from all sources2011-12-31$12,923
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$58,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,921
Administrative expenses professional fees incurred2011-12-31$11,102
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$4,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,394
Other income not declared elsewhere2011-12-31$-371
Administrative expenses (other) incurred2011-12-31$10,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-178,730
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,392,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,570,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$347,583
Income. Interest from US Government securities2011-12-31$12,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$247,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$355,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$355,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$264
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$605,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$53,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$281,952
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,791,078
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,599,436
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,380,858
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,117,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$323,035
Total unrealized appreciation/depreciation of assets2010-12-31$323,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$483,134
Total loss/gain on sale of assets2010-12-31$87,986
Total of all expenses incurred2010-12-31$333,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$289,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$3,570,765
Value of total assets at beginning of year2010-12-31$3,421,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,699
Total interest from all sources2010-12-31$29,149
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,386
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$2,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,035
Other income not declared elsewhere2010-12-31$-216
Administrative expenses (other) incurred2010-12-31$10,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$149,181
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,570,765
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,421,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$24,037
Income. Interest from US Government securities2010-12-31$28,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$355,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$300,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$300,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$249
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,178
Asset value of US Government securities at end of year2010-12-31$605,332
Asset value of US Government securities at beginning of year2010-12-31$809,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$43,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,076
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,599,436
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,297,964
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,485,595
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,397,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131
2009 : JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO)

2019: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JASON INCORPORATED HOURLY PENSION PLAN (CLEVELAND, OHIO) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3