STAHL SPECIALTY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STAHL SPECIALTY COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2011 : STAHL SPECIALTY COMPANY 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-05-02 | $0 |
| Total transfer of assets from this plan | 2011-05-02 | $7,591,532 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-02 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-02 | $0 |
| Total income from all sources (including contributions) | 2011-05-02 | $549,199 |
| Total loss/gain on sale of assets | 2011-05-02 | $386,190 |
| Total of all expenses incurred | 2011-05-02 | $322,941 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-02 | $311,934 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-02 | $147,602 |
| Value of total assets at end of year | 2011-05-02 | $0 |
| Value of total assets at beginning of year | 2011-05-02 | $7,365,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-02 | $11,007 |
| Total interest from all sources | 2011-05-02 | $5,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-02 | $9,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-02 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-05-02 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-02 | $9,181 |
| Was this plan covered by a fidelity bond | 2011-05-02 | Yes |
| Value of fidelity bond cover | 2011-05-02 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-02 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-02 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-02 | No |
| Contributions received from participants | 2011-05-02 | $113,003 |
| Participant contributions at beginning of year | 2011-05-02 | $414,301 |
| Participant contributions at beginning of year | 2011-05-02 | $16,578 |
| Other income not declared elsewhere | 2011-05-02 | $693 |
| Administrative expenses (other) incurred | 2011-05-02 | $11,007 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-02 | No |
| Value of net income/loss | 2011-05-02 | $226,258 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-02 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-02 | $7,365,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-02 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-02 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-02 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-02 | $5,160,578 |
| Interest on participant loans | 2011-05-02 | $5,533 |
| Value of interest in common/collective trusts at beginning of year | 2011-05-02 | $940,756 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-02 | $829,713 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-02 | $829,713 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-02 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-02 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-02 | No |
| Contributions received in cash from employer | 2011-05-02 | $34,599 |
| Employer contributions (assets) at beginning of year | 2011-05-02 | $3,348 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-02 | $311,934 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-02 | Yes |
| Did the plan have assets held for investment | 2011-05-02 | No |
| 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 | 2011-05-02 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-02 | Yes |
| Aggregate proceeds on sale of assets | 2011-05-02 | $9,413,686 |
| Aggregate carrying amount (costs) on sale of assets | 2011-05-02 | $9,027,496 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-02 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-05-02 | Disclaimer |
| Accountancy firm name | 2011-05-02 | PEARCE, BEVILL, LEESBURG, MOORE, PC |
| Accountancy firm EIN | 2011-05-02 | 630813240 |
| 2010 : STAHL SPECIALTY COMPANY 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| 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 | $1,126,709 |
| Total loss/gain on sale of assets | 2010-12-31 | $16,038 |
| Total of all expenses incurred | 2010-12-31 | $570,714 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $553,671 |
| Value of total corrective distributions | 2010-12-31 | $4,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $464,676 |
| Value of total assets at end of year | 2010-12-31 | $7,365,274 |
| Value of total assets at beginning of year | 2010-12-31 | $6,809,279 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,924 |
| Total interest from all sources | 2010-12-31 | $19,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $73,447 |
| 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 | $73,447 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $400,244 |
| Participant contributions at end of year | 2010-12-31 | $414,301 |
| Participant contributions at beginning of year | 2010-12-31 | $371,252 |
| Participant contributions at end of year | 2010-12-31 | $16,578 |
| Participant contributions at beginning of year | 2010-12-31 | $9,004 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $20,776 |
| Other income not declared elsewhere | 2010-12-31 | $1 |
| Administrative expenses (other) incurred | 2010-12-31 | $12,924 |
| 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 | $555,995 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,365,274 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,809,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,160,578 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,475,937 |
| Interest on participant loans | 2010-12-31 | $19,625 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $940,756 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,031,857 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $829,713 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $919,730 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $919,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $539,720 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $13,202 |
| 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 | $64,432 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,348 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,499 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $532,895 |
| 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 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $1,052,150 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,036,112 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2010-12-31 | 440160260 |
| 2009 : STAHL SPECIALTY COMPANY 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
