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BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameBALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BALDOR ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BALDOR ELECTRIC COMPANY
Employer identification number (EIN):430168840
NAIC Classification:335900

Additional information about BALDOR ELECTRIC COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 565723

More information about BALDOR ELECTRIC COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DANIEL HAGMANN
0012016-01-01DANIEL HAGMANN
0012016-01-01
0012015-01-01JASON GREEN
0012014-01-01VALERIE HAYES VALERIE HAYES2015-10-15
0012013-01-01VALERIE HAYES VALERIE HAYES2014-10-13
0012012-01-01DONALD OSMAN DONALD OSMAN2013-07-15
0012011-01-01DONALD OSMAN DONALD OSMAN2012-07-16
0012010-01-01DONALD E. OSMAN
0012009-01-01DONALD E OSMAN

Plan Statistics for BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2017: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,280
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,399
Total number of active participants reported on line 7a of the Form 55002016-01-015,597
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-01633
Total of all active and inactive participants2016-01-016,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0133
Total participants2016-01-016,280
Number of participants with account balances2016-01-016,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,570
Total number of active participants reported on line 7a of the Form 55002015-01-015,788
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01599
Total of all active and inactive participants2015-01-016,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-016,399
Number of participants with account balances2015-01-016,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,494
Total number of active participants reported on line 7a of the Form 55002014-01-016,058
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01499
Total of all active and inactive participants2014-01-016,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-016,570
Number of participants with account balances2014-01-016,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,691
Total number of active participants reported on line 7a of the Form 55002013-01-015,967
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01508
Total of all active and inactive participants2013-01-016,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-016,494
Number of participants with account balances2013-01-016,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,669
Total number of active participants reported on line 7a of the Form 55002012-01-016,259
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01419
Total of all active and inactive participants2012-01-016,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-016,691
Number of participants with account balances2012-01-016,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,667
Total number of active participants reported on line 7a of the Form 55002011-01-016,247
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01418
Total of all active and inactive participants2011-01-016,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-016,669
Number of participants with account balances2011-01-016,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,015
Total number of active participants reported on line 7a of the Form 55002010-01-016,142
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01521
Total of all active and inactive participants2010-01-016,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-016,667
Number of participants with account balances2010-01-016,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,513
Total number of active participants reported on line 7a of the Form 55002009-01-016,425
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01567
Total of all active and inactive participants2009-01-016,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0121
Total participants2009-01-017,015
Number of participants with account balances2009-01-016,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2017 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1
Total unrealized appreciation/depreciation of assets2017-12-31$1
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$704,281,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$128,817,570
Total loss/gain on sale of assets2017-12-31$-19
Total of all expenses incurred2017-12-31$68,723,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$66,256,239
Expenses. Certain deemed distributions of participant loans2017-12-31$1,858,066
Value of total corrective distributions2017-12-31$58,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,871,090
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$644,186,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$550,418
Total interest from all sources2017-12-31$3,934,422
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,779,732
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$4,779,732
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$20,568,045
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$23,477,702
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$290,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$86,708
Administrative expenses (other) incurred2017-12-31$550,418
Liabilities. Value of operating payables at end of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$8,078
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$60,094,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$644,186,872
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$145,615,750
Interest on participant loans2017-12-31$1,065,340
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$277,924,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$178,498,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$178,498,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,869,082
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,384,059
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$49,761,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$26,012,256
Employer contributions (assets) at beginning of year2017-12-31$18,662,613
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$66,256,239
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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 PBGC2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$225,972,976
Aggregate carrying amount (costs) on sale of assets2017-12-31$225,972,995
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22
Total unrealized appreciation/depreciation of assets2016-12-31$22
Total transfer of assets to this plan2016-12-31$40
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$85,352,241
Total loss/gain on sale of assets2016-12-31$-29
Total of all expenses incurred2016-12-31$63,095,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,287,326
Expenses. Certain deemed distributions of participant loans2016-12-31$2,244,377
Value of total corrective distributions2016-12-31$108,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$43,886,400
Value of total assets at end of year2016-12-31$644,186,872
Value of total assets at beginning of year2016-12-31$621,929,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$455,610
Total interest from all sources2016-12-31$4,008,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,882,223
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$5,882,223
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$20,136,988
Participant contributions at end of year2016-12-31$23,477,702
Participant contributions at beginning of year2016-12-31$25,759,439
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,138,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$233,984
Administrative expenses (other) incurred2016-12-31$455,610
Total non interest bearing cash at end of year2016-12-31$8,078
Total non interest bearing cash at beginning of year2016-12-31$164,841
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$22,256,855
Value of net assets at end of year (total assets less liabilities)2016-12-31$644,186,872
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$621,929,977
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$145,615,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$137,523,244
Interest on participant loans2016-12-31$1,020,268
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$277,924,557
Value of interest in common/collective trusts at beginning of year2016-12-31$436,758,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$178,498,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$322,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$322,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,988,168
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,359,734
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$22,981,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Assets. Invements in employer securities at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$22,611,388
Employer contributions (assets) at end of year2016-12-31$18,662,613
Employer contributions (assets) at beginning of year2016-12-31$21,401,517
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,287,326
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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$224,828,337
Aggregate carrying amount (costs) on sale of assets2016-12-31$224,828,366
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 name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2
Total unrealized appreciation/depreciation of assets2015-12-31$2
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$49,366,282
Total loss/gain on sale of assets2015-12-31$-2
Total of all expenses incurred2015-12-31$57,799,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$55,162,942
Expenses. Certain deemed distributions of participant loans2015-12-31$1,909,136
Value of total corrective distributions2015-12-31$179,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$49,008,928
Value of total assets at end of year2015-12-31$621,929,977
Value of total assets at beginning of year2015-12-31$630,362,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$548,016
Total interest from all sources2015-12-31$3,944,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,257,371
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$8,257,371
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$21,312,883
Participant contributions at end of year2015-12-31$25,759,439
Participant contributions at beginning of year2015-12-31$25,156,297
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,179,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$626,749
Administrative expenses (other) incurred2015-12-31$548,016
Total non interest bearing cash at end of year2015-12-31$164,841
Total non interest bearing cash at beginning of year2015-12-31$6,042
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-8,432,838
Value of net assets at end of year (total assets less liabilities)2015-12-31$621,929,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$630,362,815
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$137,523,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$145,288,427
Interest on participant loans2015-12-31$1,093,593
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$436,758,742
Value of interest in common/collective trusts at beginning of year2015-12-31$433,812,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$322,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,851,016
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,445,543
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-2,025,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$25,517,035
Employer contributions (assets) at end of year2015-12-31$21,401,517
Employer contributions (assets) at beginning of year2015-12-31$26,099,264
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$55,162,942
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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$52,761,197
Aggregate carrying amount (costs) on sale of assets2015-12-31$52,761,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-24
Total unrealized appreciation/depreciation of assets2014-12-31$-24
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$83,597,878
Total loss/gain on sale of assets2014-12-31$-2
Total of all expenses incurred2014-12-31$45,445,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,842,381
Expenses. Certain deemed distributions of participant loans2014-12-31$1,916,575
Value of total corrective distributions2014-12-31$215,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$51,929,072
Value of total assets at end of year2014-12-31$630,362,815
Value of total assets at beginning of year2014-12-31$592,210,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$470,436
Total interest from all sources2014-12-31$2,752,222
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,859,204
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$15,859,204
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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
Contributions received from participants2014-12-31$20,694,692
Participant contributions at end of year2014-12-31$25,156,297
Participant contributions at beginning of year2014-12-31$24,120,870
Participant contributions at beginning of year2014-12-31$1,385
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,180,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$492,845
Administrative expenses (other) incurred2014-12-31$470,436
Total non interest bearing cash at end of year2014-12-31$6,042
Total non interest bearing cash at beginning of year2014-12-31$9,225
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$38,152,585
Value of net assets at end of year (total assets less liabilities)2014-12-31$630,362,815
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$592,210,230
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$145,288,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$370,429,365
Interest on participant loans2014-12-31$1,028,141
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$433,812,785
Value of interest in common/collective trusts at beginning of year2014-12-31$168,732,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,724,081
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,050,950
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$5,513,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$30,054,221
Employer contributions (assets) at end of year2014-12-31$26,099,264
Employer contributions (assets) at beginning of year2014-12-31$28,916,432
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,842,381
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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$30,144,664
Aggregate carrying amount (costs) on sale of assets2014-12-31$30,144,666
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$125,258,249
Total loss/gain on sale of assets2013-12-31$330,214
Total of all expenses incurred2013-12-31$55,902,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,532,717
Expenses. Certain deemed distributions of participant loans2013-12-31$1,512,403
Value of total corrective distributions2013-12-31$276,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$52,683,394
Value of total assets at end of year2013-12-31$592,210,230
Value of total assets at beginning of year2013-12-31$522,854,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$580,744
Total interest from all sources2013-12-31$956,412
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,984,009
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$12,909,171
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Contributions received from participants2013-12-31$18,813,750
Participant contributions at end of year2013-12-31$24,120,870
Participant contributions at beginning of year2013-12-31$21,910,605
Participant contributions at end of year2013-12-31$1,385
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,453,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$284,506
Administrative expenses (other) incurred2013-12-31$580,744
Total non interest bearing cash at end of year2013-12-31$9,225
Total non interest bearing cash at beginning of year2013-12-31$26,815
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$69,355,993
Value of net assets at end of year (total assets less liabilities)2013-12-31$592,210,230
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$522,854,237
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$370,429,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$295,288,175
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$956,412
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$168,732,953
Value of interest in common/collective trusts at beginning of year2013-12-31$169,713,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$55,235,769
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$2,783,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$2,379,615
Contributions received in cash from employer2013-12-31$32,416,205
Employer contributions (assets) at end of year2013-12-31$28,916,432
Employer contributions (assets) at beginning of year2013-12-31$33,535,196
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$74,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,532,717
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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$8,075,526
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,745,312
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$291,599
Total unrealized appreciation/depreciation of assets2012-12-31$291,599
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$96,349,426
Total loss/gain on sale of assets2012-12-31$57,370
Total of all expenses incurred2012-12-31$37,975,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,781,323
Expenses. Certain deemed distributions of participant loans2012-12-31$1,301,215
Value of total corrective distributions2012-12-31$148,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$54,643,286
Value of total assets at end of year2012-12-31$522,854,237
Value of total assets at beginning of year2012-12-31$464,480,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$744,683
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$874,721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,952,853
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$8,901,932
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Contributions received from participants2012-12-31$18,060,082
Participant contributions at end of year2012-12-31$21,910,605
Participant contributions at beginning of year2012-12-31$19,115,242
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$513,093
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$426,195
Administrative expenses (other) incurred2012-12-31$744,683
Total non interest bearing cash at end of year2012-12-31$26,815
Total non interest bearing cash at beginning of year2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$58,374,158
Value of net assets at end of year (total assets less liabilities)2012-12-31$522,854,237
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$464,480,079
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$295,288,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$229,641,127
Interest on participant loans2012-12-31$874,721
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$169,713,831
Value of interest in common/collective trusts at beginning of year2012-12-31$186,111,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,219,004
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$5,884,398
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$2,379,615
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$36,070,111
Employer contributions (assets) at end of year2012-12-31$33,535,196
Employer contributions (assets) at beginning of year2012-12-31$29,611,909
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$50,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,781,323
Contract administrator fees2012-12-31$0
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$6,013,167
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,955,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$135
Total unrealized appreciation/depreciation of assets2011-12-31$135
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$52,742,294
Total loss/gain on sale of assets2011-12-31$1,282,747
Total of all expenses incurred2011-12-31$49,414,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,006,612
Expenses. Certain deemed distributions of participant loans2011-12-31$1,298,218
Value of total corrective distributions2011-12-31$101,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$49,968,090
Value of total assets at end of year2011-12-31$464,480,079
Value of total assets at beginning of year2011-12-31$461,151,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,008,024
Total interest from all sources2011-12-31$816,263
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,235,916
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$6,235,916
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Contributions received from participants2011-12-31$16,716,075
Participant contributions at end of year2011-12-31$19,115,242
Participant contributions at beginning of year2011-12-31$16,963,103
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$613,363
Administrative expenses (other) incurred2011-12-31$1,008,024
Total non interest bearing cash at beginning of year2011-12-31$30,116
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$3,328,257
Value of net assets at end of year (total assets less liabilities)2011-12-31$464,480,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$461,151,822
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$229,641,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$88,756,061
Interest on participant loans2011-12-31$814,074
Value of interest in common/collective trusts at end of year2011-12-31$186,111,801
Value of interest in common/collective trusts at beginning of year2011-12-31$159,662,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,184,146
Net investment gain or loss from common/collective trusts2011-12-31$4,623,289
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
Assets. Invements in employer securities at beginning of year2011-12-31$179,268,711
Contributions received in cash from employer2011-12-31$32,638,652
Employer contributions (assets) at end of year2011-12-31$29,611,909
Employer contributions (assets) at beginning of year2011-12-31$16,471,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,006,612
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$361,074,257
Aggregate carrying amount (costs) on sale of assets2011-12-31$359,791,510
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$91,548,074
Total unrealized appreciation/depreciation of assets2010-12-31$91,548,074
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$169,702,841
Total loss/gain on sale of assets2010-12-31$22,055,693
Total of all expenses incurred2010-12-31$24,798,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,492,668
Expenses. Certain deemed distributions of participant loans2010-12-31$682,096
Value of total corrective distributions2010-12-31$266,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$35,598,856
Value of total assets at end of year2010-12-31$461,151,822
Value of total assets at beginning of year2010-12-31$316,247,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,357,404
Total interest from all sources2010-12-31$815,127
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,293,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,420,639
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Contributions received from participants2010-12-31$15,224,925
Participant contributions at end of year2010-12-31$16,963,103
Participant contributions at beginning of year2010-12-31$14,498,374
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,114,121
Other income not declared elsewhere2010-12-31$243,571
Administrative expenses (other) incurred2010-12-31$1,357,404
Total non interest bearing cash at end of year2010-12-31$30,116
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$144,904,576
Value of net assets at end of year (total assets less liabilities)2010-12-31$461,151,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$316,247,246
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$88,756,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,243,772
Interest on participant loans2010-12-31$815,127
Value of interest in common/collective trusts at end of year2010-12-31$159,662,470
Value of interest in common/collective trusts at beginning of year2010-12-31$124,013,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$486,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$486,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,307,974
Net investment gain or loss from common/collective trusts2010-12-31$2,839,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$179,268,711
Assets. Invements in employer securities at beginning of year2010-12-31$106,148,378
Contributions received in cash from employer2010-12-31$19,259,810
Employer contributions (assets) at end of year2010-12-31$16,471,361
Employer contributions (assets) at beginning of year2010-12-31$7,857,314
Income. Dividends from common stock2010-12-31$2,873,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,492,668
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$186,452,094
Aggregate carrying amount (costs) on sale of assets2010-12-31$164,396,401
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 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 BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

2017: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BALDOR ELECTRIC COMPANY EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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