RUDD EQUIPMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN
401k plan membership statisitcs for RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN
Measure | Date | Value |
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2016: RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 25,411,830 |
Acturial value of plan assets | 2016-12-31 | 26,461,155 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 10,766,326 |
Number of terminated vested participants | 2016-12-31 | 152 |
Fundng target for terminated vested participants | 2016-12-31 | 5,061,818 |
Active participant vested funding target | 2016-12-31 | 8,394,667 |
Number of active participants | 2016-12-31 | 125 |
Total funding liabilities for active participants | 2016-12-31 | 8,442,386 |
Total participant count | 2016-12-31 | 414 |
Total funding target for all participants | 2016-12-31 | 24,270,530 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,772,985 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 35,071 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,737,914 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,741,564 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 411 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 134 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 147 |
Total of all active and inactive participants | 2016-01-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 21 |
Total participants | 2016-01-01 | 410 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 149 |
Total of all active and inactive participants | 2015-01-01 | 393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2011: RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 424 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 139 |
Total of all active and inactive participants | 2011-01-01 | 403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 18 |
Total participants | 2011-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 157 |
Total of all active and inactive participants | 2009-01-01 | 439 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 452 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-230,899 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-230,899 |
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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,165,745 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,298,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,106,144 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $25,279,299 |
Value of total assets at beginning of year | 2016-12-31 | $25,411,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $192,132 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $92,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $150,948 |
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 | $150,948 |
Administrative expenses professional fees incurred | 2016-12-31 | $34,551 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,200,000 |
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 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $118,169 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $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 | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $-132,531 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $25,279,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,411,830 |
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 | $157,581 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,403,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $21,207 |
Income. Interest from corporate debt instruments | 2016-12-31 | $67,688 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $25,411,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $79,499 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $7 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $7 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,940 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $5,467,989 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,152,861 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
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 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,106,144 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $9,210,575 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
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 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2016-12-31 | 271235638 |
2015 : RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $225,222 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,141,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $987,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $25,411,830 |
Value of total assets at beginning of year | 2015-12-31 | $26,328,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $154,050 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,200,000 |
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 |
Administrative expenses (other) incurred | 2015-12-31 | $4 |
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 | $-916,273 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,411,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,328,103 |
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 | $170,772 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $25,411,823 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $26,328,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $7 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $225,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $987,445 |
Contract administrator fees | 2015-12-31 | $-16,726 |
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 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2015-12-31 | 271235638 |
2011 : RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $371,231 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $695,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $672,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $20,301,825 |
Value of total assets at beginning of year | 2011-12-31 | $20,626,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $23,250 |
Total interest from all sources | 2011-12-31 | $36 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $31,216 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $33,839 |
Administrative expenses (other) incurred | 2011-12-31 | $23,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-324,421 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,301,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,626,246 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,997,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,335,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $273,313 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $257,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $257,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $36 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $371,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $672,402 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2011-12-31 | 271235638 |
2010 : RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,675,625 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $684,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $660,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $20,626,246 |
Value of total assets at beginning of year | 2010-12-31 | $18,634,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,456 |
Total interest from all sources | 2010-12-31 | $187 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $33,839 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $35,775 |
Administrative expenses (other) incurred | 2010-12-31 | $23,456 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,991,617 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,626,246 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,634,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,335,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,774,867 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $257,210 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $223,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $223,987 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $187 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,675,438 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at beginning of year | 2010-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $660,552 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2010-12-31 | 271235638 |
2009 : RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |