VOITH PAPER FABRIC & ROLL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VOITH HOURLY RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2018 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total transfer of assets from this plan | 2018-12-13 | $26,310,388 |
Total income from all sources (including contributions) | 2018-12-13 | $-5 |
Value of total assets at end of year | 2018-12-13 | $0 |
Value of total assets at beginning of year | 2018-12-13 | $26,310,393 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-13 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-13 | $0 |
Was this plan covered by a fidelity bond | 2018-12-13 | Yes |
Value of fidelity bond cover | 2018-12-13 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-13 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-13 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-13 | No |
Participant contributions at end of year | 2018-12-13 | $0 |
Participant contributions at beginning of year | 2018-12-13 | $1,216,678 |
Participant contributions at end of year | 2018-12-13 | $0 |
Participant contributions at beginning of year | 2018-12-13 | $9,137 |
Total non interest bearing cash at end of year | 2018-12-13 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-13 | $21,273,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-13 | No |
Value of net income/loss | 2018-12-13 | $-5 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-13 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-13 | $26,310,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-13 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-13 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-13 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-13 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-13 | $3,797,223 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-13 | $-5 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-13 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-13 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-13 | No |
Employer contributions (assets) at end of year | 2018-12-13 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-13 | $13,688 |
Did the plan have assets held for investment | 2018-12-13 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-13 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-13 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-13 | Unqualified |
Accountancy firm name | 2018-12-13 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2018-12-13 | 231909723 |
2017 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $136,995 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,790,513 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,141,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,091,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,147,344 |
Value of total assets at end of year | 2017-12-31 | $26,310,393 |
Value of total assets at beginning of year | 2017-12-31 | $24,798,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $49,847 |
Total interest from all sources | 2017-12-31 | $58,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $233,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $926,308 |
Participant contributions at end of year | 2017-12-31 | $1,216,678 |
Participant contributions at beginning of year | 2017-12-31 | $1,554,203 |
Participant contributions at end of year | 2017-12-31 | $9,137 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $71,970 |
Total non interest bearing cash at end of year | 2017-12-31 | $21,273,667 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,648,976 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $26,310,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,798,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $12,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,797,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,648,285 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,711,143 |
Interest on participant loans | 2017-12-31 | $58,836 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,884,781 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,946,632 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $55,833 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $348,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,149,066 |
Employer contributions (assets) at end of year | 2017-12-31 | $13,688 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $233,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,091,690 |
Contract administrator fees | 2017-12-31 | $27,347 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2017-12-31 | 231909723 |
2016 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $311,965 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,597,834 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,533,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,493,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,093,788 |
Value of total assets at end of year | 2016-12-31 | $24,798,412 |
Value of total assets at beginning of year | 2016-12-31 | $24,046,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,674 |
Total interest from all sources | 2016-12-31 | $63,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $228,712 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $228,712 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $859,050 |
Participant contributions at end of year | 2016-12-31 | $1,554,203 |
Participant contributions at beginning of year | 2016-12-31 | $1,505,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $40,244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,063,950 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,798,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,046,427 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $18,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,648,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,173,950 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $3,711,143 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,892,412 |
Interest on participant loans | 2016-12-31 | $63,326 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,884,781 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,474,857 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,079,388 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $56,139 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $76,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,194,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,493,210 |
Contract administrator fees | 2016-12-31 | $21,924 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2016-12-31 | 231909723 |
2015 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $125,344 |
Total transfer of assets from this plan | 2015-12-31 | $220,581 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,884,676 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,763,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,725,755 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,918,521 |
Value of total assets at end of year | 2015-12-31 | $24,046,427 |
Value of total assets at beginning of year | 2015-12-31 | $24,020,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,354 |
Total interest from all sources | 2015-12-31 | $65,457 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $198,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $198,718 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $758,374 |
Participant contributions at end of year | 2015-12-31 | $1,505,208 |
Participant contributions at beginning of year | 2015-12-31 | $1,738,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $23,509 |
Administrative expenses (other) incurred | 2015-12-31 | $18,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $121,567 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,046,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,020,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $18,604 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,173,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,909,213 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,892,412 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,067,642 |
Interest on participant loans | 2015-12-31 | $65,457 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,474,857 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,304,401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-379,811 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $57,599 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $24,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,136,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,725,755 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2015-12-31 | 231909723 |
2014 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $271,198 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,096,991 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,926,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,872,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,948,456 |
Value of total assets at end of year | 2014-12-31 | $24,020,097 |
Value of total assets at beginning of year | 2014-12-31 | $23,120,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $53,443 |
Total interest from all sources | 2014-12-31 | $71,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $263,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $263,229 |
Administrative expenses professional fees incurred | 2014-12-31 | $15,075 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $754,519 |
Participant contributions at end of year | 2014-12-31 | $1,738,841 |
Participant contributions at beginning of year | 2014-12-31 | $1,788,623 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $60,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,170,816 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,020,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,120,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $19,462 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,909,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,166,186 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,067,642 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,420,053 |
Interest on participant loans | 2014-12-31 | $71,683 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,304,401 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $745,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $713,517 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $36,231 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $63,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,133,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,872,732 |
Contract administrator fees | 2014-12-31 | $18,906 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PETWAY MILLS & PEARSON |
Accountancy firm EIN | 2014-12-31 | 202102404 |
2013 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $294,619 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,495,197 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,814,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,792,481 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $4,247 |
Value of total corrective distributions | 2013-12-31 | $2,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,166,221 |
Value of total assets at end of year | 2013-12-31 | $23,120,479 |
Value of total assets at beginning of year | 2013-12-31 | $19,734,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,742 |
Total interest from all sources | 2013-12-31 | $74,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $155,115 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $155,115 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $755,484 |
Participant contributions at end of year | 2013-12-31 | $1,788,623 |
Participant contributions at beginning of year | 2013-12-31 | $1,547,422 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $164,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,680,441 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,120,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,734,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,166,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,124,421 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,420,053 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,808,672 |
Interest on participant loans | 2013-12-31 | $74,255 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $745,617 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $254,142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,013,110 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $66,570 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $19,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,246,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,792,481 |
Contract administrator fees | 2013-12-31 | $15,742 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PETWAY MILLS & PEARSON |
Accountancy firm EIN | 2013-12-31 | 202102404 |
2012 : VOITH HOURLY RETIREMENT SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $259,317 |
Total transfer of assets from this plan | 2012-12-31 | $553,240 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,732,659 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,689,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,657,208 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,986,723 |
Value of total assets at end of year | 2012-12-31 | $19,734,657 |
Value of total assets at beginning of year | 2012-12-31 | $17,985,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $31,288 |
Total interest from all sources | 2012-12-31 | $63,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $229,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $229,428 |
Administrative expenses professional fees incurred | 2012-12-31 | $18,447 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $770,195 |
Participant contributions at end of year | 2012-12-31 | $1,547,422 |
Participant contributions at beginning of year | 2012-12-31 | $1,373,691 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,043,097 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,734,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,985,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,124,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,944,329 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,808,672 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,358,602 |
Interest on participant loans | 2012-12-31 | $63,290 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $254,142 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $308,861 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,352,822 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $73,838 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $26,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,209,246 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,657,208 |
Contract administrator fees | 2012-12-31 | $12,841 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PETWAY MILLS & PEARSON |
Accountancy firm EIN | 2012-12-31 | 202102404 |