?>
Logo

ELECTRO-MECHANICAL RETIREMENT PLAN 401k Plan overview

Plan NameELECTRO-MECHANICAL RETIREMENT PLAN
Plan identification number 001

ELECTRO-MECHANICAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

ELECTRO-MECHANICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:ELECTRO-MECHANICAL, LLC
Employer identification number (EIN):540887040
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRO-MECHANICAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA C. WHITE2023-06-14
0012021-01-01LISA C. WHITE2022-08-31
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01LISA C. WHITE LEN THOMASON2019-07-18
0012017-01-01LISA C. WHITE NEIL RICHARDS2018-08-23
0012016-01-01LISA C. WHITE NEIL RICHARDS2017-07-31
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PATRICIA R. BALL
0012011-01-01PATRICIA R. BALL
0012010-01-01PATRICIA R. BALL
0012009-01-01PATRICIA R. BALL

Plan Statistics for ELECTRO-MECHANICAL RETIREMENT PLAN

401k plan membership statisitcs for ELECTRO-MECHANICAL RETIREMENT PLAN

Measure Date Value
2022: ELECTRO-MECHANICAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01525
Total number of active participants reported on line 7a of the Form 55002022-01-01422
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01530
Number of participants with account balances2022-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: ELECTRO-MECHANICAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01501
Total number of active participants reported on line 7a of the Form 55002021-01-01419
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01525
Number of participants with account balances2021-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: ELECTRO-MECHANICAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01511
Total number of active participants reported on line 7a of the Form 55002020-01-01401
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01501
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ELECTRO-MECHANICAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01516
Total number of active participants reported on line 7a of the Form 55002019-01-01416
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01511
Number of participants with account balances2019-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ELECTRO-MECHANICAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01562
Total number of active participants reported on line 7a of the Form 55002018-01-01402
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01516
Number of participants with account balances2018-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ELECTRO-MECHANICAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01570
Total number of active participants reported on line 7a of the Form 55002017-01-01469
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01562
Number of participants with account balances2017-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ELECTRO-MECHANICAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01499
Total number of active participants reported on line 7a of the Form 55002016-01-01478
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01570
Number of participants with account balances2016-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ELECTRO-MECHANICAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01498
Total number of active participants reported on line 7a of the Form 55002015-01-01392
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01499
Total participants2015-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: ELECTRO-MECHANICAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01523
Total number of active participants reported on line 7a of the Form 55002014-01-01409
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01498
Total participants2014-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: ELECTRO-MECHANICAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01533
Total number of active participants reported on line 7a of the Form 55002013-01-01441
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01523
Total participants2013-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: ELECTRO-MECHANICAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01512
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01533
Total participants2012-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: ELECTRO-MECHANICAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01514
Total number of active participants reported on line 7a of the Form 55002011-01-01438
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0165
Total of all active and inactive participants2011-01-01512
Total participants2011-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: ELECTRO-MECHANICAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01532
Total number of active participants reported on line 7a of the Form 55002010-01-01473
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0133
2009: ELECTRO-MECHANICAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01532
Total number of active participants reported on line 7a of the Form 55002009-01-01503
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on ELECTRO-MECHANICAL RETIREMENT PLAN

Measure Date Value
2022 : ELECTRO-MECHANICAL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$58,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,136
Total income from all sources (including contributions)2022-12-31$-1,720,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,129,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,117,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,422,556
Value of total assets at end of year2022-12-31$30,938,956
Value of total assets at beginning of year2022-12-31$34,749,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,713
Total interest from all sources2022-12-31$430,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$137,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$137,101
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,022,900
Participant contributions at end of year2022-12-31$626,051
Participant contributions at beginning of year2022-12-31$624,099
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$28,258
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$58,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,136
Administrative expenses (other) incurred2022-12-31$12,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,850,845
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,880,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,730,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,098,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,417,926
Value of interest in pooled separate accounts at end of year2022-12-31$6,015,179
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,926,834
Interest on participant loans2022-12-31$30,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$400,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,199,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,741,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,711,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$394,461
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$10,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,117,227
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2022-12-31453976013
2021 : ELECTRO-MECHANICAL RETIREMENT 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$18,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,480
Total income from all sources (including contributions)2021-12-31$4,745,678
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,611,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,595,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,862,991
Value of total assets at end of year2021-12-31$34,749,070
Value of total assets at beginning of year2021-12-31$32,628,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,754
Total interest from all sources2021-12-31$433,479
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$143,298
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$143,298
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$991,410
Participant contributions at end of year2021-12-31$624,099
Participant contributions at beginning of year2021-12-31$645,834
Participant contributions at end of year2021-12-31$28,258
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$497,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$31,480
Administrative expenses (other) incurred2021-12-31$10,319
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$2,134,244
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,730,934
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,596,690
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
Investment advisory and management fees2021-12-31$5,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,417,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,590,103
Value of interest in pooled separate accounts at end of year2021-12-31$6,926,834
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,869,759
Interest on participant loans2021-12-31$29,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$403,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,741,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,519,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,305,910
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$374,373
Employer contributions (assets) at end of year2021-12-31$10,624
Employer contributions (assets) at beginning of year2021-12-31$3,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,595,680
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 name2021-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2021-12-31453976013
2020 : ELECTRO-MECHANICAL RETIREMENT 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$31,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,754
Total income from all sources (including contributions)2020-12-31$5,037,346
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,441,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,436,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,442,764
Value of total assets at end of year2020-12-31$32,628,170
Value of total assets at beginning of year2020-12-31$29,029,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,460
Total interest from all sources2020-12-31$384,288
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$101,110
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$101,110
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$931,427
Participant contributions at end of year2020-12-31$645,834
Participant contributions at beginning of year2020-12-31$586,113
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,367
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$304
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$31,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$28,754
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$3,595,554
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,596,690
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,001,136
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
Investment advisory and management fees2020-12-31$5,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,590,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,715,943
Value of interest in pooled separate accounts at end of year2020-12-31$5,869,759
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,462,104
Interest on participant loans2020-12-31$32,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$352,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,519,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,256,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,109,184
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$371,975
Employer contributions (assets) at end of year2020-12-31$3,426
Employer contributions (assets) at beginning of year2020-12-31$2,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,436,332
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2020-12-31453976013
2019 : ELECTRO-MECHANICAL RETIREMENT 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$28,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,824
Total income from all sources (including contributions)2019-12-31$5,399,086
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,745,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,739,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,464,739
Value of total assets at end of year2019-12-31$29,029,890
Value of total assets at beginning of year2019-12-31$26,364,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,331
Total interest from all sources2019-12-31$372,509
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$151,942
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$151,942
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$999,788
Participant contributions at end of year2019-12-31$586,113
Participant contributions at beginning of year2019-12-31$617,588
Participant contributions at end of year2019-12-31$6,367
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$304
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,824
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$2,653,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,001,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,347,299
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
Investment advisory and management fees2019-12-31$5,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,715,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,016,504
Value of interest in pooled separate accounts at end of year2019-12-31$5,462,104
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,460,102
Interest on participant loans2019-12-31$31,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$340,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,256,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,269,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,409,896
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$377,509
Employer contributions (assets) at end of year2019-12-31$2,771
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,739,918
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
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 name2019-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2019-12-31453976013
2018 : ELECTRO-MECHANICAL RETIREMENT 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$16,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,913
Total income from all sources (including contributions)2018-12-31$711,606
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,505,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,499,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,654,900
Value of total assets at end of year2018-12-31$26,364,123
Value of total assets at beginning of year2018-12-31$27,157,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,538
Total interest from all sources2018-12-31$351,893
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$139,647
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$139,647
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,017,764
Participant contributions at end of year2018-12-31$617,588
Participant contributions at beginning of year2018-12-31$570,095
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$262,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-793,659
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,347,299
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,140,958
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
Investment advisory and management fees2018-12-31$5,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,016,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,879,331
Value of interest in pooled separate accounts at end of year2018-12-31$4,460,102
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,126,888
Interest on participant loans2018-12-31$27,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$324,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,269,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,581,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,434,834
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$374,280
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,499,727
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 name2018-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2018-12-31453976013
2017 : ELECTRO-MECHANICAL RETIREMENT 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$16,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,253
Total income from all sources (including contributions)2017-12-31$4,528,544
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,540,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,535,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,298,923
Value of total assets at end of year2017-12-31$27,157,871
Value of total assets at beginning of year2017-12-31$25,175,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,946
Total interest from all sources2017-12-31$332,057
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$134,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$968,536
Participant contributions at end of year2017-12-31$570,095
Participant contributions at beginning of year2017-12-31$609,996
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$29,819
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,253
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$1,988,314
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,140,958
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,152,644
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
Investment advisory and management fees2017-12-31$4,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,879,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,344,515
Value of interest in pooled separate accounts at end of year2017-12-31$5,126,888
Interest on participant loans2017-12-31$28,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$303,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,581,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,181,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,763,129
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$280,433
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,427
Income. Dividends from common stock2017-12-31$134,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,535,284
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 name2017-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2017-12-31453976013
2016 : ELECTRO-MECHANICAL RETIREMENT 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$23,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,445
Total income from all sources (including contributions)2016-12-31$2,711,568
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,590,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,585,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,307,930
Value of total assets at end of year2016-12-31$25,175,897
Value of total assets at beginning of year2016-12-31$25,033,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,621
Total interest from all sources2016-12-31$324,851
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$160,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$940,911
Participant contributions at end of year2016-12-31$609,996
Participant contributions at beginning of year2016-12-31$722,619
Participant contributions at end of year2016-12-31$29,819
Participant contributions at beginning of year2016-12-31$30,996
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,445
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$120,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,152,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,031,969
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
Investment advisory and management fees2016-12-31$5,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,344,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,224,843
Interest on participant loans2016-12-31$27,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$297,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,181,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,037,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$918,269
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$358,289
Employer contributions (assets) at end of year2016-12-31$10,427
Employer contributions (assets) at beginning of year2016-12-31$17,339
Income. Dividends from common stock2016-12-31$160,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,585,272
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 name2016-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2016-12-31453976013
2015 : ELECTRO-MECHANICAL RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,098
Total income from all sources (including contributions)2015-12-31$1,836,276
Total of all expenses incurred2015-12-31$2,012,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,006,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,510,583
Value of total assets at end of year2015-12-31$25,033,414
Value of total assets at beginning of year2015-12-31$25,228,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,013
Total interest from all sources2015-12-31$317,571
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$183,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,086,583
Participant contributions at end of year2015-12-31$722,619
Participant contributions at beginning of year2015-12-31$723,368
Participant contributions at end of year2015-12-31$30,996
Participant contributions at beginning of year2015-12-31$34,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$21,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-175,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,031,969
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,207,749
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
Investment advisory and management fees2015-12-31$6,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,224,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,949,889
Interest on participant loans2015-12-31$29,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$287,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,037,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,492,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-175,548
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
Contributions received in cash from employer2015-12-31$424,000
Employer contributions (assets) at end of year2015-12-31$17,339
Employer contributions (assets) at beginning of year2015-12-31$29,445
Income. Dividends from common stock2015-12-31$183,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,006,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
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 name2015-12-31ELLIOTT DAVIS DECOSIMO, LLC/PLLC
Accountancy firm EIN2015-12-31570381582
2014 : ELECTRO-MECHANICAL RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$61,673
Total income from all sources (including contributions)2014-12-31$2,807,880
Total of all expenses incurred2014-12-31$3,302,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,296,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,584,599
Value of total assets at end of year2014-12-31$25,228,847
Value of total assets at beginning of year2014-12-31$25,764,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,360
Total interest from all sources2014-12-31$326,158
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,140,850
Participant contributions at end of year2014-12-31$723,368
Participant contributions at beginning of year2014-12-31$571,332
Participant contributions at end of year2014-12-31$34,028
Participant contributions at beginning of year2014-12-31$30,992
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$21,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$61,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-494,864
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,207,749
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,702,613
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
Investment advisory and management fees2014-12-31$6,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,949,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,392,378
Interest on participant loans2014-12-31$25,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$300,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,492,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,760,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$723,709
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
Contributions received in cash from employer2014-12-31$437,609
Employer contributions (assets) at end of year2014-12-31$29,445
Employer contributions (assets) at beginning of year2014-12-31$9,560
Income. Dividends from common stock2014-12-31$173,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,296,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31ELLIOTT DAVIS DECOSIMO, LLC /PLLC
Accountancy firm EIN2014-12-31570381582
2013 : ELECTRO-MECHANICAL RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,964
Total income from all sources (including contributions)2013-12-31$4,894,508
Total of all expenses incurred2013-12-31$805,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$798,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,660,325
Value of total assets at end of year2013-12-31$25,764,286
Value of total assets at beginning of year2013-12-31$21,645,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,972
Total interest from all sources2013-12-31$325,229
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$110,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,196,976
Participant contributions at end of year2013-12-31$571,332
Participant contributions at beginning of year2013-12-31$585,806
Participant contributions at end of year2013-12-31$30,992
Participant contributions at beginning of year2013-12-31$36,085
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$61,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$31,964
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$71
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
Value of net income/loss2013-12-31$4,088,866
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,702,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,613,747
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
Investment advisory and management fees2013-12-31$6,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,392,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,150,843
Interest on participant loans2013-12-31$24,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$300,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,760,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,860,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,798,492
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
Contributions received in cash from employer2013-12-31$424,477
Employer contributions (assets) at end of year2013-12-31$9,560
Employer contributions (assets) at beginning of year2013-12-31$12,611
Income. Dividends from common stock2013-12-31$110,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$798,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31JOSEPH DECOSIMO AND COMPANY, PLLC
Accountancy firm EIN2013-12-31620852719
2012 : ELECTRO-MECHANICAL RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,671
Total income from all sources (including contributions)2012-12-31$3,511,425
Total of all expenses incurred2012-12-31$769,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$763,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,834,348
Value of total assets at end of year2012-12-31$21,645,711
Value of total assets at beginning of year2012-12-31$18,882,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,831
Total interest from all sources2012-12-31$305,517
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,167,090
Participant contributions at end of year2012-12-31$585,806
Participant contributions at beginning of year2012-12-31$566,197
Participant contributions at end of year2012-12-31$36,085
Participant contributions at beginning of year2012-12-31$35,448
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$234,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$31,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,671
Total non interest bearing cash at end of year2012-12-31$71
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
Value of net income/loss2012-12-31$2,741,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,613,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,872,075
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$5,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,150,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,078,325
Interest on participant loans2012-12-31$25,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$280,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,860,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,189,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,233,828
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
Contributions received in cash from employer2012-12-31$432,690
Employer contributions (assets) at end of year2012-12-31$12,611
Employer contributions (assets) at beginning of year2012-12-31$12,890
Income. Dividends from common stock2012-12-31$137,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$763,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOSEPH DECOSIMO AND COMPANY, PLLC
Accountancy firm EIN2012-12-31620852719
2011 : ELECTRO-MECHANICAL RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,264
Total income from all sources (including contributions)2011-12-31$1,776,417
Total of all expenses incurred2011-12-31$1,019,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,014,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,757,427
Value of total assets at end of year2011-12-31$18,882,746
Value of total assets at beginning of year2011-12-31$18,117,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,634
Total interest from all sources2011-12-31$283,948
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$112,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,155,870
Participant contributions at end of year2011-12-31$566,197
Participant contributions at beginning of year2011-12-31$523,773
Participant contributions at end of year2011-12-31$35,448
Participant contributions at beginning of year2011-12-31$33,394
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$176,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,264
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$756,499
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,872,075
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,115,576
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
Investment advisory and management fees2011-12-31$5,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,078,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,086,490
Interest on participant loans2011-12-31$24,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$259,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,189,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,462,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-377,101
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
Contributions received in cash from employer2011-12-31$425,423
Employer contributions (assets) at end of year2011-12-31$12,890
Employer contributions (assets) at beginning of year2011-12-31$11,965
Income. Dividends from common stock2011-12-31$112,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,014,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOSEPH DECOSIMO AND COMPANY, PLLC
Accountancy firm EIN2011-12-31620852719
2010 : ELECTRO-MECHANICAL RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,264
Total income from all sources (including contributions)2010-12-31$2,865,490
Total of all expenses incurred2010-12-31$428,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$422,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,570,481
Value of total assets at end of year2010-12-31$18,117,840
Value of total assets at beginning of year2010-12-31$15,678,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,454
Total interest from all sources2010-12-31$269,389
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$98,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,075,356
Participant contributions at end of year2010-12-31$523,773
Participant contributions at beginning of year2010-12-31$458,342
Participant contributions at end of year2010-12-31$33,394
Participant contributions at beginning of year2010-12-31$33,126
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,264
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$2,437,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,115,576
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,678,147
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
Investment advisory and management fees2010-12-31$5,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,086,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,645,284
Interest on participant loans2010-12-31$27,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$241,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,462,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,530,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$927,107
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
Contributions received in cash from employer2010-12-31$384,923
Employer contributions (assets) at end of year2010-12-31$11,965
Employer contributions (assets) at beginning of year2010-12-31$10,774
Income. Dividends from common stock2010-12-31$98,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$422,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31JOSEPH DECOSIMO AND COMPANY, PLLC
Accountancy firm EIN2010-12-31620852719

Form 5500 Responses for ELECTRO-MECHANICAL RETIREMENT PLAN

2022: ELECTRO-MECHANICAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELECTRO-MECHANICAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: ELECTRO-MECHANICAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: ELECTRO-MECHANICAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: ELECTRO-MECHANICAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: ELECTRO-MECHANICAL RETIREMENT 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 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: ELECTRO-MECHANICAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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
2015: ELECTRO-MECHANICAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELECTRO-MECHANICAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRO-MECHANICAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRO-MECHANICAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRO-MECHANICAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELECTRO-MECHANICAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELECTRO-MECHANICAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number075048
Policy instance 1
Insurance contract or identification number075048
Number of Individuals Covered530
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered525
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?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered501
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?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered511
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?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered516
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?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered562
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?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered499
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered498
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered523
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007156
Policy instance 1
Insurance contract or identification number007156
Number of Individuals Covered533
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,984
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6984
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007156
Policy instance 1
Insurance contract or identification number007156
Number of Individuals Covered512
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,148
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007669
Policy instance 1
Insurance contract or identification number007669
Number of Individuals Covered514
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,933
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3