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ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 401k Plan overview

Plan NameALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN
Plan identification number 002

ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ALTRA INDUSTRIAL MOTION CORP has sponsored the creation of one or more 401k plans.

Company Name:ALTRA INDUSTRIAL MOTION CORP
Employer identification number (EIN):611478870
NAIC Classification:339900

Additional information about ALTRA INDUSTRIAL MOTION CORP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-01-23
Company Identification Number: 0802142372
Legal Registered Office Address: 300 GRANITE ST STE 201

BRAINTREE
United States of America (USA)
02184

More information about ALTRA INDUSTRIAL MOTION CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JENNIFER IRELAND JENNIFER IRELAND2018-11-19
0022017-01-01JENNIFER IRELAND JENNIFER IRELAND2018-09-12
0022016-01-01JENNIFER IRELAND JENNIFER IRELAND2017-10-10
0022015-01-01JENNIFER IRELAND JENNIFER IRELAND2016-08-18
0022014-01-01JENNIFER IRELAND JENNIFER IRELAND2015-09-18
0022013-01-01JENNIFER IRELAND

Plan Statistics for ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN

401k plan membership statisitcs for ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN

Measure Date Value
2018: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3124,919,378
Acturial value of plan assets2017-12-3124,867,518
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,774,490
Number of terminated vested participants2017-12-3131
Fundng target for terminated vested participants2017-12-311,322,095
Active participant vested funding target2017-12-315,638,861
Number of active participants2017-12-31105
Total funding liabilities for active participants2017-12-315,687,631
Total participant count2017-12-31274
Total funding target for all participants2017-12-3120,784,216
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,896,075
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,896,075
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-313,104,592
Total employer contributions2017-12-311,270,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,195,872
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31156,562
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,195,872
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01273
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-01129
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3125,416,221
Acturial value of plan assets2016-12-3125,504,111
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,567,629
Number of terminated vested participants2016-12-3145
Fundng target for terminated vested participants2016-12-311,851,903
Active participant vested funding target2016-12-316,653,952
Number of active participants2016-12-31118
Total funding liabilities for active participants2016-12-316,703,271
Total participant count2016-12-31290
Total funding target for all participants2016-12-3121,122,803
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,960,011
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,960,011
Present value of excess contributions2016-12-311,146,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,217,215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,896,075
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31191,551
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01289
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-01123
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01290
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-01112
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01327
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01327
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-0190
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN

Measure Date Value
2018 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-04-13$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-13$0
Total unrealized appreciation/depreciation of assets2018-04-13$0
Total transfer of assets to this plan2018-04-13$0
Total transfer of assets from this plan2018-04-13$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-13$0
Expenses. Interest paid2018-04-13$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-04-13$0
Total income from all sources (including contributions)2018-04-13$-167,428
Total loss/gain on sale of assets2018-04-13$-493,807
Total of all expenses incurred2018-04-13$19,032,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-13$18,949,635
Expenses. Certain deemed distributions of participant loans2018-04-13$0
Value of total corrective distributions2018-04-13$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-13$0
Value of total assets at end of year2018-04-13$0
Value of total assets at beginning of year2018-04-13$19,200,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-13$83,002
Total income from rents2018-04-13$0
Total interest from all sources2018-04-13$408,876
Total dividends received (eg from common stock, registered investment company shares)2018-04-13$9,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-04-13$0
Total dividends received from registered investment company shares (eg mutual funds)2018-04-13$9,771
Assets. Real estate other than employer real property at end of year2018-04-13$0
Assets. Real estate other than employer real property at beginning of year2018-04-13$0
Administrative expenses professional fees incurred2018-04-13$65,848
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-04-13$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-04-13$0
Was this plan covered by a fidelity bond2018-04-13Yes
Value of fidelity bond cover2018-04-13$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-13$0
Were there any nonexempt tranactions with any party-in-interest2018-04-13No
Contributions received from participants2018-04-13$0
Participant contributions at end of year2018-04-13$0
Participant contributions at beginning of year2018-04-13$0
Participant contributions at end of year2018-04-13$0
Participant contributions at beginning of year2018-04-13$0
Assets. Other investments not covered elsewhere at end of year2018-04-13$0
Assets. Other investments not covered elsewhere at beginning of year2018-04-13$0
Income. Received or receivable in cash from other sources (including rollovers)2018-04-13$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-13$18,736,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-13$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-13$382
Assets. Loans (other than to participants) at end of year2018-04-13$0
Assets. Loans (other than to participants) at beginning of year2018-04-13$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-13$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-13$0
Other income not declared elsewhere2018-04-13$0
Liabilities. Value of operating payables at end of year2018-04-13$0
Liabilities. Value of operating payables at beginning of year2018-04-13$0
Total non interest bearing cash at end of year2018-04-13$0
Total non interest bearing cash at beginning of year2018-04-13$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-13No
Income. Non cash contributions2018-04-13$0
Value of net income/loss2018-04-13$-19,200,065
Value of net assets at end of year (total assets less liabilities)2018-04-13$0
Value of net assets at beginning of year (total assets less liabilities)2018-04-13$19,200,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-13No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-13No
Were any leases to which the plan was party in default or uncollectible2018-04-13No
Assets. partnership/joint venture interests at end of year2018-04-13$0
Assets. partnership/joint venture interests at beginning of year2018-04-13$0
Investment advisory and management fees2018-04-13$17,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-13$7,464,198
Interest on participant loans2018-04-13$0
Income. Interest from loans (other than to participants)2018-04-13$0
Interest earned on other investments2018-04-13$0
Income. Interest from US Government securities2018-04-13$405,719
Income. Interest from corporate debt instruments2018-04-13$0
Value of interest in master investment trust accounts at end of year2018-04-13$0
Value of interest in master investment trust accounts at beginning of year2018-04-13$0
Value of interest in common/collective trusts at end of year2018-04-13$0
Value of interest in common/collective trusts at beginning of year2018-04-13$7,336,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-13$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-13$213,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-13$213,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-13$3,157
Assets. Value of investments in 103.12 investment entities at end of year2018-04-13$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-04-13$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-13$0
Asset value of US Government securities at end of year2018-04-13$0
Asset value of US Government securities at beginning of year2018-04-13$2,915,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-13$-18,485
Net investment gain/loss from pooled separate accounts2018-04-13$0
Net investment gain or loss from common/collective trusts2018-04-13$-73,783
Net gain/loss from 103.12 investment entities2018-04-13$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-13Yes
Was there a failure to transmit to the plan any participant contributions2018-04-13No
Has the plan failed to provide any benefit when due under the plan2018-04-13No
Assets. Invements in employer securities at end of year2018-04-13$0
Assets. Invements in employer securities at beginning of year2018-04-13$0
Assets. Value of employer real property at end of year2018-04-13$0
Assets. Value of employer real property at beginning of year2018-04-13$0
Contributions received in cash from employer2018-04-13$0
Employer contributions (assets) at end of year2018-04-13$0
Employer contributions (assets) at beginning of year2018-04-13$1,270,000
Income. Dividends from preferred stock2018-04-13$0
Income. Dividends from common stock2018-04-13$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-13$212,700
Asset. Corporate debt instrument preferred debt at end of year2018-04-13$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-04-13$0
Asset. Corporate debt instrument debt (other) at end of year2018-04-13$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-13$0
Contract administrator fees2018-04-13$0
Assets. Corporate common stocks other than exployer securities at end of year2018-04-13$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-04-13$0
Liabilities. Value of benefit claims payable at end of year2018-04-13$0
Liabilities. Value of benefit claims payable at beginning of year2018-04-13$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-13$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-13$0
Did the plan have assets held for investment2018-04-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-13Yes
Aggregate proceeds on sale of assets2018-04-13$21,435,114
Aggregate carrying amount (costs) on sale of assets2018-04-13$21,928,921
Liabilities. Value of acquisition indebtedness at end of year2018-04-13$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-04-13$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-13Yes
Opinion of an independent qualified public accountant for this plan2018-04-13Disclaimer
Accountancy firm name2018-04-13BDO USA, LLP
Accountancy firm EIN2018-04-13135381590
2017 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$180,562
Total unrealized appreciation/depreciation of assets2017-12-31$180,562
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,093,908
Total loss/gain on sale of assets2017-12-31$-201,703
Total of all expenses incurred2017-12-31$8,813,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,663,777
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,270,000
Value of total assets at end of year2017-12-31$19,200,065
Value of total assets at beginning of year2017-12-31$24,919,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$149,444
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$265,654
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$334,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$334,508
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$58,450
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,977
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$18,837
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$-5,719,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,200,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,919,378
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$72,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,464,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,248,760
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$245,042
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$7,336,156
Value of interest in common/collective trusts at beginning of year2017-12-31$11,560,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$213,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$257,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$257,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$20,612
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$2,915,337
Asset value of US Government securities at beginning of year2017-12-31$3,849,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$119,172
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$1,125,715
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,270,000
Employer contributions (assets) at end of year2017-12-31$1,270,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,663,777
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$9,725,241
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,926,944
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,917
Total unrealized appreciation/depreciation of assets2016-12-31$2,917
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,749,426
Total loss/gain on sale of assets2016-12-31$-250,749
Total of all expenses incurred2016-12-31$2,246,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,093,365
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$24,919,378
Value of total assets at beginning of year2016-12-31$25,416,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152,904
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$436,573
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$401,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$401,394
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$58,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)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 year2016-12-31$3,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,860
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$18,496
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-496,843
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,919,378
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,416,221
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$75,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,248,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,950,560
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$434,775
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$11,560,442
Value of interest in common/collective trusts at beginning of year2016-12-31$10,942,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$257,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,134,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,134,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,798
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$3,849,004
Asset value of US Government securities at beginning of year2016-12-31$4,384,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,681
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1,017,610
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,093,365
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$3,559,050
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,809,799
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-53,053
Total unrealized appreciation/depreciation of assets2015-12-31$-53,053
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$638,998
Total loss/gain on sale of assets2015-12-31$-229,216
Total of all expenses incurred2015-12-31$1,309,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,120,148
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,206,753
Value of total assets at end of year2015-12-31$25,416,221
Value of total assets at beginning of year2015-12-31$26,086,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$189,108
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$191,998
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$883,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$883,499
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$85,747
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,612
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$16,530
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-670,258
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,416,221
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,086,479
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$86,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,950,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,772,082
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$191,313
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$10,942,832
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,134,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$256,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$256,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$685
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$4,384,239
Asset value of US Government securities at beginning of year2015-12-31$3,553,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,253,815
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-107,168
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,206,753
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,500,000
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,120,148
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$9,555,364
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,784,580
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,043,986
Total unrealized appreciation/depreciation of assets2014-12-31$1,043,986
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$29,714
Total income from all sources (including contributions)2014-12-31$5,439,691
Total loss/gain on sale of assets2014-12-31$172,733
Total of all expenses incurred2014-12-31$3,211,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,043,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,747,000
Value of total assets at end of year2014-12-31$26,086,479
Value of total assets at beginning of year2014-12-31$23,887,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$167,763
Total interest from all sources2014-12-31$121,536
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,361,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,361,454
Administrative expenses professional fees incurred2014-12-31$91,065
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$35,758
Administrative expenses (other) incurred2014-12-31$21,966
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$29,714
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$2,228,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,086,479
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,857,940
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$54,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,772,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,724,698
Income. Interest from US Government securities2014-12-31$121,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$256,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$339,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$339,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$54
Asset value of US Government securities at end of year2014-12-31$3,553,614
Asset value of US Government securities at beginning of year2014-12-31$2,787,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$992,982
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$1,747,000
Employer contributions (assets) at end of year2014-12-31$1,500,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,043,389
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
Aggregate proceeds on sale of assets2014-12-31$3,130,707
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,957,974
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FEELEY & DRISCOLL
Accountancy firm EIN2014-12-31042684828
2013 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-364,654
Total unrealized appreciation/depreciation of assets2013-12-31$-364,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,201
Total income from all sources (including contributions)2013-12-31$5,170,104
Total loss/gain on sale of assets2013-12-31$-9,278
Total of all expenses incurred2013-12-31$1,086,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$904,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,000,000
Value of total assets at end of year2013-12-31$23,887,654
Value of total assets at beginning of year2013-12-31$19,803,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$181,240
Total interest from all sources2013-12-31$1,867
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$74,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$35,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,711
Administrative expenses (other) incurred2013-12-31$43,605
Liabilities. Value of operating payables at end of year2013-12-31$29,714
Liabilities. Value of operating payables at beginning of year2013-12-31$29,201
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$4,083,887
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,857,940
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,774,053
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$62,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,724,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,544,853
Income. Interest from US Government securities2013-12-31$1,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$339,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$611,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$611,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$334
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$795,684
Asset value of US Government securities at end of year2013-12-31$2,787,275
Asset value of US Government securities at beginning of year2013-12-31$820,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$499,436
Net gain/loss from 103.12 investment entities2013-12-31$42,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$904,977
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
Aggregate proceeds on sale of assets2013-12-31$15,363,624
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,372,902
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 name2013-12-31FEELEY & DRISCOLL
Accountancy firm EIN2013-12-31042684828

Form 5500 Responses for ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN

2018: ALTRA INDUSTRIAL MOTION, INC. 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALTRA INDUSTRIAL MOTION, INC. 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALTRA INDUSTRIAL MOTION, INC. 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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