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LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 401k Plan overview

Plan NameLADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663
Plan identification number 013

LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATI LADISH LLC has sponsored the creation of one or more 401k plans.

Company Name:ATI LADISH LLC
Employer identification number (EIN):451623676
NAIC Classification:332110

Additional information about ATI LADISH LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201500210028

More information about ATI LADISH LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132011-01-01WENDY BLAKE JAMES MILLER2012-10-11
0132010-01-01WENDY BLAKE JAMES MILLER2011-09-09

Financial Data on LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663

Measure Date Value
2011 : LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 2011 401k financial data
Transfers to/from the plan2011-12-30$-2,324,011
Total income from all sources2011-12-30$195,784
Expenses. Total of all expenses incurred2011-12-30$225,183
Benefits paid (including direct rollovers)2011-12-30$207,830
Total plan assets at beginning of year2011-12-30$2,353,410
Value of fidelity bond covering the plan2011-12-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-30$17,353
Other income received2011-12-30$91,370
Net income (gross income less expenses)2011-12-30$-29,399
Net plan assets at end of year (total assets less liabilities)2011-12-30$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-30$2,353,410
Total contributions received or receivable from employer(s)2011-12-30$104,414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-30$0
2010 : LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 2010 401k financial data
Total income from all sources2010-12-31$500,137
Expenses. Total of all expenses incurred2010-12-31$249,402
Benefits paid (including direct rollovers)2010-12-31$230,368
Total plan assets at end of year2010-12-31$2,353,410
Total plan assets at beginning of year2010-12-31$2,102,675
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$19,034
Other income received2010-12-31$385,069
Net income (gross income less expenses)2010-12-31$250,735
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,353,410
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,102,675
Total contributions received or receivable from employer(s)2010-12-31$115,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663

2011: LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 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 filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LADISH CO., INC. PENSION PLAN - IBEW, LOCAL #663 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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