ARROW TANK & ENGINEERING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN
401k plan membership statisitcs for ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN
Measure | Date | Value |
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2022 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $22,419 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $16,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $19,732 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,220,214 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,037,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $998,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $491,950 |
Value of total assets at end of year | 2022-12-31 | $7,148,851 |
Value of total assets at beginning of year | 2022-12-31 | $9,433,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $39,957 |
Total interest from all sources | 2022-12-31 | $9,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $271,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $271,753 |
Administrative expenses professional fees incurred | 2022-12-31 | $11,600 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $256,346 |
Participant contributions at end of year | 2022-12-31 | $219,371 |
Participant contributions at beginning of year | 2022-12-31 | $173,521 |
Participant contributions at end of year | 2022-12-31 | $25,587 |
Participant contributions at beginning of year | 2022-12-31 | $5,688 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $16,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $19,732 |
Total non interest bearing cash at end of year | 2022-12-31 | $16,103 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $19,732 |
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 | $-2,258,171 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,132,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,413,338 |
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 | $8,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,259,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,181,787 |
Interest on participant loans | 2022-12-31 | $9,309 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $598,152 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $48,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,999,916 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $6,690 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $235,604 |
Employer contributions (assets) at end of year | 2022-12-31 | $30,122 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $998,000 |
Contract administrator fees | 2022-12-31 | $19,607 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2022-12-31 | 411292716 |
2021 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $10,100 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $19,732 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $41,756 |
Total income from all sources (including contributions) | 2021-12-31 | $1,721,834 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,496,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,446,921 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $554,893 |
Value of total assets at end of year | 2021-12-31 | $9,433,070 |
Value of total assets at beginning of year | 2021-12-31 | $9,239,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $40,926 |
Total interest from all sources | 2021-12-31 | $10,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $565,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $565,575 |
Administrative expenses professional fees incurred | 2021-12-31 | $10,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $272,183 |
Participant contributions at end of year | 2021-12-31 | $173,521 |
Participant contributions at beginning of year | 2021-12-31 | $206,121 |
Participant contributions at end of year | 2021-12-31 | $5,688 |
Participant contributions at beginning of year | 2021-12-31 | $4,852 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $54,527 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $19,732 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $41,756 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $19,732 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $32,692 |
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 | $225,441 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,413,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,197,997 |
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 | $20,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,181,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,952,380 |
Interest on participant loans | 2021-12-31 | $10,138 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $48,415 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $41,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $590,435 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $793 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 |
Contributions received in cash from employer | 2021-12-31 | $228,183 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,927 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,446,921 |
Contract administrator fees | 2021-12-31 | $9,661 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2021-12-31 | 411292716 |
2020 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $15 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $41,756 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $54,291 |
Total income from all sources (including contributions) | 2020-12-31 | $2,013,033 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $610,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $575,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $493,749 |
Value of total assets at end of year | 2020-12-31 | $9,239,753 |
Value of total assets at beginning of year | 2020-12-31 | $7,850,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $35,807 |
Total interest from all sources | 2020-12-31 | $12,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $343,313 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $343,313 |
Administrative expenses professional fees incurred | 2020-12-31 | $9,900 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $268,474 |
Participant contributions at end of year | 2020-12-31 | $206,121 |
Participant contributions at beginning of year | 2020-12-31 | $245,501 |
Participant contributions at end of year | 2020-12-31 | $4,852 |
Participant contributions at beginning of year | 2020-12-31 | $4,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,209 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $41,756 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $54,291 |
Total non interest bearing cash at end of year | 2020-12-31 | $32,692 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $42,606 |
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 | $1,402,100 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,197,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,795,912 |
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 | $13,464 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,952,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,513,852 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $12,904 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $41,144 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $38,803 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,162,360 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 |
Contributions received in cash from employer | 2020-12-31 | $224,066 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,564 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $575,126 |
Contract administrator fees | 2020-12-31 | $12,443 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2020-12-31 | 411292716 |
2019 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $23,414 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $54,291 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $68,337 |
Total income from all sources (including contributions) | 2019-12-31 | $1,886,439 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $350,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $411,523 |
Value of total assets at end of year | 2019-12-31 | $7,850,203 |
Value of total assets at beginning of year | 2019-12-31 | $6,351,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $31,798 |
Total interest from all sources | 2019-12-31 | $15,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $286,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $286,286 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $225,862 |
Participant contributions at end of year | 2019-12-31 | $245,501 |
Participant contributions at beginning of year | 2019-12-31 | $301,404 |
Participant contributions at end of year | 2019-12-31 | $4,763 |
Participant contributions at beginning of year | 2019-12-31 | $3,655 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $54,291 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $68,337 |
Total non interest bearing cash at end of year | 2019-12-31 | $42,606 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $58,368 |
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 | $1,536,026 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,795,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,283,300 |
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 | $12,875 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,513,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,932,542 |
Interest on participant loans | 2019-12-31 | $15,164 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $38,803 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $51,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,172,641 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $825 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
Contributions received in cash from employer | 2019-12-31 | $185,661 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,678 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,882 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,615 |
Contract administrator fees | 2019-12-31 | $18,923 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2019-12-31 | 411292716 |
2018 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $68,337 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $27,851 |
Total income from all sources (including contributions) | 2018-12-31 | $98,512 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $388,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $356,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $426,944 |
Value of total assets at end of year | 2018-12-31 | $6,351,637 |
Value of total assets at beginning of year | 2018-12-31 | $6,601,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $32,556 |
Total interest from all sources | 2018-12-31 | $14,867 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $420,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $420,121 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $202,538 |
Participant contributions at end of year | 2018-12-31 | $301,404 |
Participant contributions at beginning of year | 2018-12-31 | $275,207 |
Participant contributions at end of year | 2018-12-31 | $3,655 |
Participant contributions at beginning of year | 2018-12-31 | $3,271 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $36,633 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $68,337 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $27,851 |
Total non interest bearing cash at end of year | 2018-12-31 | $58,368 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $27,851 |
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 | $-290,417 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,283,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,573,717 |
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 | $12,078 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,932,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,246,275 |
Interest on participant loans | 2018-12-31 | $14,867 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $51,786 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $45,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-764,226 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $806 |
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 |
Contributions received in cash from employer | 2018-12-31 | $187,773 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,882 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $356,373 |
Contract administrator fees | 2018-12-31 | $20,478 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2018-12-31 | 411292716 |
2017 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $25 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $27,851 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $20,496 |
Total income from all sources (including contributions) | 2017-12-31 | $1,328,352 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $592,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $564,326 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $313,375 |
Value of total assets at end of year | 2017-12-31 | $6,601,568 |
Value of total assets at beginning of year | 2017-12-31 | $5,858,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $28,107 |
Total interest from all sources | 2017-12-31 | $14,915 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $301,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $301,605 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $159,410 |
Participant contributions at end of year | 2017-12-31 | $275,207 |
Participant contributions at beginning of year | 2017-12-31 | $332,510 |
Participant contributions at end of year | 2017-12-31 | $3,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $27,851 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $20,496 |
Total non interest bearing cash at end of year | 2017-12-31 | $27,851 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $20,496 |
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 | $735,442 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,573,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,838,300 |
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 | $10,095 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,246,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,441,885 |
Interest on participant loans | 2017-12-31 | $14,915 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $45,243 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $63,905 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $697,838 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 |
Contributions received in cash from employer | 2017-12-31 | $153,965 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $564,326 |
Contract administrator fees | 2017-12-31 | $18,012 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2017-12-31 | 411292716 |
2016 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $2 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $20,496 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $23,015 |
Total income from all sources (including contributions) | 2016-12-31 | $873,613 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $312,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $285,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $415,395 |
Value of total assets at end of year | 2016-12-31 | $5,858,796 |
Value of total assets at beginning of year | 2016-12-31 | $5,300,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $27,513 |
Total interest from all sources | 2016-12-31 | $12,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $195,113 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $195,113 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $162,717 |
Participant contributions at end of year | 2016-12-31 | $332,510 |
Participant contributions at beginning of year | 2016-12-31 | $256,226 |
Participant contributions at beginning of year | 2016-12-31 | $3,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $71,831 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $20,496 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $23,015 |
Total non interest bearing cash at end of year | 2016-12-31 | $20,496 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $23,015 |
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 | $560,991 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,838,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,277,311 |
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 | $9,168 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,441,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,957,753 |
Interest on participant loans | 2016-12-31 | $12,459 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $63,905 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $56,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $249,943 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
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 |
Contributions received in cash from employer | 2016-12-31 | $180,847 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $285,109 |
Contract administrator fees | 2016-12-31 | $18,345 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2016-12-31 | 411292716 |
2015 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $515,504 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $23,015 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,377 |
Total income from all sources (including contributions) | 2015-12-31 | $380,557 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $665,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $641,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $459,005 |
Value of total assets at end of year | 2015-12-31 | $5,300,326 |
Value of total assets at beginning of year | 2015-12-31 | $6,094,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $23,765 |
Total interest from all sources | 2015-12-31 | $8,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $261,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $261,528 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $211,755 |
Participant contributions at end of year | 2015-12-31 | $256,226 |
Participant contributions at beginning of year | 2015-12-31 | $194,096 |
Participant contributions at end of year | 2015-12-31 | $3,498 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $23,015 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $17,377 |
Administrative expenses (other) incurred | 2015-12-31 | $23,765 |
Total non interest bearing cash at end of year | 2015-12-31 | $23,015 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $17,377 |
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 | $-284,685 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,277,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,077,500 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,957,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,815,877 |
Interest on participant loans | 2015-12-31 | $8,602 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $56,915 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $67,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-349,101 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $523 |
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 |
Contributions received in cash from employer | 2015-12-31 | $247,250 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $641,477 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2015-12-31 | 411292716 |
2014 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,377 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,361 |
Total income from all sources (including contributions) | 2014-12-31 | $706,876 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $429,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $409,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $424,651 |
Value of total assets at end of year | 2014-12-31 | $6,094,877 |
Value of total assets at beginning of year | 2014-12-31 | $5,811,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,723 |
Total interest from all sources | 2014-12-31 | $7,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $329,665 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $329,665 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,200,000 |
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 |
Contributions received from participants | 2014-12-31 | $196,641 |
Participant contributions at end of year | 2014-12-31 | $194,096 |
Participant contributions at beginning of year | 2014-12-31 | $162,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,701 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $17,377 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $11,361 |
Administrative expenses (other) incurred | 2014-12-31 | $19,723 |
Total non interest bearing cash at end of year | 2014-12-31 | $17,377 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $11,361 |
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 | $277,654 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,077,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,799,846 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,815,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,564,155 |
Interest on participant loans | 2014-12-31 | $7,012 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $67,527 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $73,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-55,052 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 |
Contributions received in cash from employer | 2014-12-31 | $224,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $409,499 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2014-12-31 | 411292716 |
2013 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $4,784 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,361 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $20,808 |
Total income from all sources (including contributions) | 2013-12-31 | $1,409,352 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,051,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,033,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $482,308 |
Value of total assets at end of year | 2013-12-31 | $5,811,207 |
Value of total assets at beginning of year | 2013-12-31 | $5,458,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,231 |
Total interest from all sources | 2013-12-31 | $7,561 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $228,713 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $228,713 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2013-12-31 | $207,622 |
Participant contributions at end of year | 2013-12-31 | $162,164 |
Participant contributions at beginning of year | 2013-12-31 | $180,362 |
Participant contributions at beginning of year | 2013-12-31 | $3,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $47,313 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $11,361 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $20,808 |
Administrative expenses (other) incurred | 2013-12-31 | $18,231 |
Total non interest bearing cash at end of year | 2013-12-31 | $11,361 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $11,059 |
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 | $357,752 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,799,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,437,310 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,564,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,095,852 |
Interest on participant loans | 2013-12-31 | $7,561 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $73,527 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $162,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $689,905 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Contributions received in cash from employer | 2013-12-31 | $227,373 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,033,369 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2013-12-31 | 411292716 |
2012 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,808 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,284 |
Total income from all sources (including contributions) | 2012-12-31 | $1,065,092 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $202,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $187,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $430,816 |
Value of total assets at end of year | 2012-12-31 | $5,458,118 |
Value of total assets at beginning of year | 2012-12-31 | $4,582,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,489 |
Total interest from all sources | 2012-12-31 | $7,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $153,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $153,958 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2012-12-31 | $223,078 |
Participant contributions at end of year | 2012-12-31 | $180,362 |
Participant contributions at beginning of year | 2012-12-31 | $184,349 |
Participant contributions at end of year | 2012-12-31 | $3,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $84 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $20,808 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $7,284 |
Administrative expenses (other) incurred | 2012-12-31 | $15,489 |
Total non interest bearing cash at end of year | 2012-12-31 | $11,059 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $7,284 |
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 | $862,375 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,437,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,574,935 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,095,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,281,282 |
Interest on participant loans | 2012-12-31 | $7,730 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $162,591 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $109,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $470,433 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,155 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Contributions received in cash from employer | 2012-12-31 | $207,654 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $187,228 |
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 | COPELAND BUHL & COMPANY PLLP |
Accountancy firm EIN | 2012-12-31 | 411292716 |
2011 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,284 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,958 |
Total income from all sources (including contributions) | 2011-12-31 | $262,378 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $258,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $251,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $398,036 |
Value of total assets at end of year | 2011-12-31 | $4,582,219 |
Value of total assets at beginning of year | 2011-12-31 | $4,579,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,055 |
Total interest from all sources | 2011-12-31 | $7,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $146,915 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $146,915 |
Administrative expenses professional fees incurred | 2011-12-31 | $4,281 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2011-12-31 | $214,472 |
Participant contributions at end of year | 2011-12-31 | $184,349 |
Participant contributions at beginning of year | 2011-12-31 | $150,325 |
Participant contributions at beginning of year | 2011-12-31 | $3,162 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $7,284 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $8,958 |
Administrative expenses (other) incurred | 2011-12-31 | $2,774 |
Total non interest bearing cash at end of year | 2011-12-31 | $7,284 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $2,541 |
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 | $3,989 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,574,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,570,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,281,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,254,281 |
Interest on participant loans | 2011-12-31 | $7,336 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $109,304 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $167,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-291,770 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,861 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $183,564 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $251,334 |
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 | COPELAND BUHL & COMPANY P.L.L.P. |
Accountancy firm EIN | 2011-12-31 | 411292716 |
2010 : ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $251 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $8,958 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,131 |
Total income from all sources (including contributions) | 2010-12-31 | $825,658 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $180,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $172,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $322,966 |
Value of total assets at end of year | 2010-12-31 | $4,579,904 |
Value of total assets at beginning of year | 2010-12-31 | $3,927,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,113 |
Total interest from all sources | 2010-12-31 | $4,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $135,322 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $135,322 |
Administrative expenses professional fees incurred | 2010-12-31 | $6,025 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2010-12-31 | $169,744 |
Participant contributions at end of year | 2010-12-31 | $150,325 |
Participant contributions at end of year | 2010-12-31 | $3,162 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $8,958 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,131 |
Administrative expenses (other) incurred | 2010-12-31 | $2,088 |
Total non interest bearing cash at end of year | 2010-12-31 | $2,541 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,131 |
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 | $645,425 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,570,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,925,772 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,254,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,705,379 |
Interest on participant loans | 2010-12-31 | $4,140 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $167,192 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $220,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $359,014 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,216 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $153,222 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $172,120 |
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 | COPELAND BUHL & COMPANY P.L.L.P. |
Accountancy firm EIN | 2010-12-31 | 411292716 |