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AKASTOR U. S. COMPANIES 401(K) PLAN 401k Plan overview

Plan NameAKASTOR U. S. COMPANIES 401(K) PLAN
Plan identification number 001

AKASTOR U. S. COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MHWIRTH INC. has sponsored the creation of one or more 401k plans.

Company Name:MHWIRTH INC.
Employer identification number (EIN):471016969
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about MHWIRTH INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-07-01
Company Identification Number: 0802019812
Legal Registered Office Address: 3300 N SAM HOUSTON PKWY E

HOUSTON
United States of America (USA)
77032

More information about MHWIRTH INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AKASTOR U. S. COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRUDI JARRELL TRUDI JARRELL2018-10-01
0012016-01-01ASKEL MATRE ASKEL MATRE2017-10-13

Plan Statistics for AKASTOR U. S. COMPANIES 401(K) PLAN

401k plan membership statisitcs for AKASTOR U. S. COMPANIES 401(K) PLAN

Measure Date Value
2021: AKASTOR U. S. COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01457
Total number of active participants reported on line 7a of the Form 55002021-01-01773
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01940
Number of participants with account balances2021-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: AKASTOR U. S. COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01443
Total number of active participants reported on line 7a of the Form 55002020-01-01269
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01457
Number of participants with account balances2020-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: AKASTOR U. S. COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01848
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01212
Total of all active and inactive participants2019-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01443
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: AKASTOR U. S. COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01924
Total number of active participants reported on line 7a of the Form 55002018-01-01647
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01201
Total of all active and inactive participants2018-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01848
Number of participants with account balances2018-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: AKASTOR U. S. COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01640
Total number of active participants reported on line 7a of the Form 55002017-01-01770
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01154
Total of all active and inactive participants2017-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01924
Number of participants with account balances2017-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: AKASTOR U. S. COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01696
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01183
Total of all active and inactive participants2016-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01638
Number of participants with account balances2016-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123

Financial Data on AKASTOR U. S. COMPANIES 401(K) PLAN

Measure Date Value
2021 : AKASTOR U. S. COMPANIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,807,999
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,397,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,231,841
Value of total corrective distributions2021-12-31$6,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,471,023
Value of total assets at end of year2021-12-31$48,512,596
Value of total assets at beginning of year2021-12-31$41,101,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$159,068
Total interest from all sources2021-12-31$127,173
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$488,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$488,878
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,566,207
Participant contributions at end of year2021-12-31$498,673
Participant contributions at beginning of year2021-12-31$468,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,678,418
Other income not declared elsewhere2021-12-31$-9,960
Administrative expenses (other) incurred2021-12-31$159,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,410,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,512,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,101,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,556,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,501,112
Interest on participant loans2021-12-31$23,015
Interest earned on other investments2021-12-31$104,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,457,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,132,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,730,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,226,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,231,841
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2021-12-31760356884
2020 : AKASTOR U. S. COMPANIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,779,745
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,117,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,925,974
Value of total corrective distributions2020-12-31$2,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,384,980
Value of total assets at end of year2020-12-31$41,101,835
Value of total assets at beginning of year2020-12-31$36,440,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$189,191
Total interest from all sources2020-12-31$140,878
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$398,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$398,856
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,495,704
Participant contributions at end of year2020-12-31$468,138
Participant contributions at beginning of year2020-12-31$453,064
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$244,873
Other income not declared elsewhere2020-12-31$29,226
Administrative expenses (other) incurred2020-12-31$189,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,661,748
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,101,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,440,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,501,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,661,299
Interest on participant loans2020-12-31$23,628
Interest earned on other investments2020-12-31$117,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,132,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,325,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,825,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$644,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,925,974
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2020-12-31760356884
2019 : AKASTOR U. S. COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,253,015
Total loss/gain on sale of assets2019-12-31$1
Total of all expenses incurred2019-12-31$5,342,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,144,363
Expenses. Certain deemed distributions of participant loans2019-12-31$12,777
Value of total corrective distributions2019-12-31$235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,342,321
Value of total assets at end of year2019-12-31$36,440,087
Value of total assets at beginning of year2019-12-31$32,529,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,806
Total interest from all sources2019-12-31$136,133
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$512,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$512,088
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,278,773
Participant contributions at end of year2019-12-31$453,064
Participant contributions at beginning of year2019-12-31$759,394
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,747
Other income not declared elsewhere2019-12-31$-47,696
Administrative expenses (other) incurred2019-12-31$184,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,910,834
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,440,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,529,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,661,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,323,663
Interest on participant loans2019-12-31$28,574
Interest earned on other investments2019-12-31$107,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,325,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,446,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,310,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$863,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,144,363
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2019-12-31760356884
2018 : AKASTOR U. S. COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,993,577
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,022,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,658,271
Value of total corrective distributions2018-12-31$21,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,139,109
Value of total assets at end of year2018-12-31$32,529,253
Value of total assets at beginning of year2018-12-31$37,558,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$343,327
Total interest from all sources2018-12-31$131,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$555,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$555,166
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,893,041
Participant contributions at end of year2018-12-31$759,394
Participant contributions at beginning of year2018-12-31$734,391
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,730
Other income not declared elsewhere2018-12-31$153,021
Administrative expenses (other) incurred2018-12-31$343,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,029,406
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,529,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,558,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,323,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,054,457
Interest on participant loans2018-12-31$38,996
Interest earned on other investments2018-12-31$92,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,446,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,769,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,985,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,203,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,658,271
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2018-12-31760356884
2017 : AKASTOR U. S. COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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
Total income from all sources (including contributions)2017-12-31$9,133,198
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,007,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,486,417
Expenses. Certain deemed distributions of participant loans2017-12-31$11,170
Value of total corrective distributions2017-12-31$51,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,312,946
Value of total assets at end of year2017-12-31$37,558,659
Value of total assets at beginning of year2017-12-31$33,432,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$458,309
Total interest from all sources2017-12-31$112,642
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$517,019
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$517,019
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,047,532
Participant contributions at end of year2017-12-31$734,391
Participant contributions at beginning of year2017-12-31$720,681
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,284
Other income not declared elsewhere2017-12-31$154,085
Administrative expenses (other) incurred2017-12-31$458,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,126,182
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,558,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,432,477
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,054,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,905,174
Interest on participant loans2017-12-31$32,178
Interest earned on other investments2017-12-31$80,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,769,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,806,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,036,506
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
Contributions received in cash from employer2017-12-31$1,244,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,486,417
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2017-12-31760356884
2016 : AKASTOR U. S. COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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
Total income from all sources (including contributions)2016-12-31$6,070,586
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,661,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,228,288
Value of total corrective distributions2016-12-31$8,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,713,671
Value of total assets at end of year2016-12-31$33,432,477
Value of total assets at beginning of year2016-12-31$36,023,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$425,322
Total interest from all sources2016-12-31$105,891
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$527,121
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$527,121
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,613,579
Participant contributions at end of year2016-12-31$720,681
Participant contributions at beginning of year2016-12-31$865,657
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$88,708
Other income not declared elsewhere2016-12-31$96,785
Administrative expenses (other) incurred2016-12-31$425,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,591,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,432,477
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,023,593
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,905,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,073,491
Interest on participant loans2016-12-31$34,050
Interest earned on other investments2016-12-31$71,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,806,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,084,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,627,118
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
Contributions received in cash from employer2016-12-31$1,011,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,228,288
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
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 name2016-12-31PANNELLE KERR FORSTER OF TEXAS, P.C
Accountancy firm EIN2016-12-31760356884

Form 5500 Responses for AKASTOR U. S. COMPANIES 401(K) PLAN

2021: AKASTOR U. S. COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AKASTOR U. S. COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AKASTOR U. S. COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AKASTOR U. S. COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AKASTOR U. S. COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AKASTOR U. S. COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074352
Policy instance 1
Insurance contract or identification number074352
Number of Individuals Covered940
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074352
Policy instance 1
Insurance contract or identification number074352
Number of Individuals Covered457
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074352
Policy instance 1
Insurance contract or identification number074352
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074352
Policy instance 1
Insurance contract or identification number074352
Number of Individuals Covered848
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074352
Policy instance 1
Insurance contract or identification number074352
Number of Individuals Covered924
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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