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Plan Name | ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-01-01 | JENNIFER IRELAND | JENNIFER IRELAND | 2018-11-19 | |
002 | 2017-01-01 | JENNIFER IRELAND | JENNIFER IRELAND | 2018-09-12 | |
002 | 2016-01-01 | JENNIFER IRELAND | JENNIFER IRELAND | 2017-10-10 | |
002 | 2015-01-01 | JENNIFER IRELAND | JENNIFER IRELAND | 2016-08-18 | |
002 | 2014-01-01 | JENNIFER IRELAND | JENNIFER IRELAND | 2015-09-18 | |
002 | 2013-01-01 | JENNIFER IRELAND |
Measure | Date | Value |
---|---|---|
2018: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 24,919,378 |
Acturial value of plan assets | 2017-12-31 | 24,867,518 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 13,774,490 |
Number of terminated vested participants | 2017-12-31 | 31 |
Fundng target for terminated vested participants | 2017-12-31 | 1,322,095 |
Active participant vested funding target | 2017-12-31 | 5,638,861 |
Number of active participants | 2017-12-31 | 105 |
Total funding liabilities for active participants | 2017-12-31 | 5,687,631 |
Total participant count | 2017-12-31 | 274 |
Total funding target for all participants | 2017-12-31 | 20,784,216 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,896,075 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 2,896,075 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 3,104,592 |
Total employer contributions | 2017-12-31 | 1,270,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,195,872 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 156,562 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,195,872 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 129 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 25,416,221 |
Acturial value of plan assets | 2016-12-31 | 25,504,111 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 12,567,629 |
Number of terminated vested participants | 2016-12-31 | 45 |
Fundng target for terminated vested participants | 2016-12-31 | 1,851,903 |
Active participant vested funding target | 2016-12-31 | 6,653,952 |
Number of active participants | 2016-12-31 | 118 |
Total funding liabilities for active participants | 2016-12-31 | 6,703,271 |
Total participant count | 2016-12-31 | 290 |
Total funding target for all participants | 2016-12-31 | 21,122,803 |
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 | 2,960,011 |
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 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 2,960,011 |
Present value of excess contributions | 2016-12-31 | 1,146,046 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,217,215 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 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 | 2,896,075 |
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 | 191,551 |
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 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 123 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 31 |
Total of all active and inactive participants | 2016-01-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 14 |
Total participants | 2016-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 112 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 44 |
Total of all active and inactive participants | 2015-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 15 |
Total participants | 2015-01-01 | 289 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 43 |
Total of all active and inactive participants | 2014-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 15 |
Total participants | 2014-01-01 | 290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 77 |
Total of all active and inactive participants | 2013-01-01 | 312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-04-13 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-04-13 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-04-13 | $0 |
Total transfer of assets to this plan | 2018-04-13 | $0 |
Total transfer of assets from this plan | 2018-04-13 | $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 paid | 2018-04-13 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-04-13 | $0 |
Total income from all sources (including contributions) | 2018-04-13 | $-167,428 |
Total loss/gain on sale of assets | 2018-04-13 | $-493,807 |
Total of all expenses incurred | 2018-04-13 | $19,032,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-13 | $18,949,635 |
Expenses. Certain deemed distributions of participant loans | 2018-04-13 | $0 |
Value of total corrective distributions | 2018-04-13 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-13 | $0 |
Value of total assets at end of year | 2018-04-13 | $0 |
Value of total assets at beginning of year | 2018-04-13 | $19,200,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-13 | $83,002 |
Total income from rents | 2018-04-13 | $0 |
Total interest from all sources | 2018-04-13 | $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 year | 2018-04-13 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-04-13 | $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 year | 2018-04-13 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-04-13 | $0 |
Administrative expenses professional fees incurred | 2018-04-13 | $65,848 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-04-13 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-04-13 | $0 |
Was this plan covered by a fidelity bond | 2018-04-13 | Yes |
Value of fidelity bond cover | 2018-04-13 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-13 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-04-13 | No |
Contributions received from participants | 2018-04-13 | $0 |
Participant contributions at end of year | 2018-04-13 | $0 |
Participant contributions at beginning of year | 2018-04-13 | $0 |
Participant contributions at end of year | 2018-04-13 | $0 |
Participant contributions at beginning of year | 2018-04-13 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-04-13 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-04-13 | $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 year | 2018-04-13 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-13 | $382 |
Assets. Loans (other than to participants) at end of year | 2018-04-13 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-04-13 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-04-13 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-04-13 | $0 |
Other income not declared elsewhere | 2018-04-13 | $0 |
Liabilities. Value of operating payables at end of year | 2018-04-13 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-04-13 | $0 |
Total non interest bearing cash at end of year | 2018-04-13 | $0 |
Total non interest bearing cash at beginning of year | 2018-04-13 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-13 | No |
Income. Non cash contributions | 2018-04-13 | $0 |
Value of net income/loss | 2018-04-13 | $-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) | 2018-04-13 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-13 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-04-13 | No |
Assets. partnership/joint venture interests at end of year | 2018-04-13 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-04-13 | $0 |
Investment advisory and management fees | 2018-04-13 | $17,154 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-13 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-13 | $7,464,198 |
Interest on participant loans | 2018-04-13 | $0 |
Income. Interest from loans (other than to participants) | 2018-04-13 | $0 |
Interest earned on other investments | 2018-04-13 | $0 |
Income. Interest from US Government securities | 2018-04-13 | $405,719 |
Income. Interest from corporate debt instruments | 2018-04-13 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-04-13 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-04-13 | $0 |
Value of interest in common/collective trusts at end of year | 2018-04-13 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-04-13 | $7,336,156 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-13 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-13 | $213,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-13 | $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 year | 2018-04-13 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-04-13 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-04-13 | $0 |
Asset value of US Government securities at end of year | 2018-04-13 | $0 |
Asset value of US Government securities at beginning of year | 2018-04-13 | $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 accounts | 2018-04-13 | $0 |
Net investment gain or loss from common/collective trusts | 2018-04-13 | $-73,783 |
Net gain/loss from 103.12 investment entities | 2018-04-13 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-13 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-04-13 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-04-13 | No |
Assets. Invements in employer securities at end of year | 2018-04-13 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-04-13 | $0 |
Assets. Value of employer real property at end of year | 2018-04-13 | $0 |
Assets. Value of employer real property at beginning of year | 2018-04-13 | $0 |
Contributions received in cash from employer | 2018-04-13 | $0 |
Employer contributions (assets) at end of year | 2018-04-13 | $0 |
Employer contributions (assets) at beginning of year | 2018-04-13 | $1,270,000 |
Income. Dividends from preferred stock | 2018-04-13 | $0 |
Income. Dividends from common stock | 2018-04-13 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-13 | $212,700 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-04-13 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-04-13 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-04-13 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-04-13 | $0 |
Contract administrator fees | 2018-04-13 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-04-13 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-04-13 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-04-13 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-04-13 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-04-13 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-04-13 | $0 |
Did the plan have assets held for investment | 2018-04-13 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-13 | Yes |
Aggregate proceeds on sale of assets | 2018-04-13 | $21,435,114 |
Aggregate carrying amount (costs) on sale of assets | 2018-04-13 | $21,928,921 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-04-13 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-04-13 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-13 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-04-13 | Disclaimer |
Accountancy firm name | 2018-04-13 | BDO USA, LLP |
Accountancy firm EIN | 2018-04-13 | 135381590 |
2017 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $180,562 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $180,562 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,093,908 |
Total loss/gain on sale of assets | 2017-12-31 | $-201,703 |
Total of all expenses incurred | 2017-12-31 | $8,813,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,663,777 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $19,200,065 |
Value of total assets at beginning of year | 2017-12-31 | $24,919,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $149,444 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $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 year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $58,450 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $382 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,977 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $18,837 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $-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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $72,157 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,464,198 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,248,760 |
Interest on participant loans | 2017-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $245,042 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $7,336,156 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,560,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $213,992 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $257,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $2,915,337 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,125,715 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $1,270,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,270,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,663,777 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $9,725,241 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $9,926,944 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,917 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,917 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 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 | $1,749,426 |
Total loss/gain on sale of assets | 2016-12-31 | $-250,749 |
Total of all expenses incurred | 2016-12-31 | $2,246,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,093,365 |
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 | $24,919,378 |
Value of total assets at beginning of year | 2016-12-31 | $25,416,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $152,904 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
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 year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $58,600 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $3,977 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,860 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $18,496 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 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 | $-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) | 2016-12-31 | 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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $75,808 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,248,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,950,560 |
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 | $434,775 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,560,442 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,942,832 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $257,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,134,730 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
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 | $3,849,004 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $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 accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,017,610 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 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 | $2,093,365 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 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 | $3,559,050 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $3,809,799 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 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 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-53,053 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-53,053 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $638,998 |
Total loss/gain on sale of assets | 2015-12-31 | $-229,216 |
Total of all expenses incurred | 2015-12-31 | $1,309,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,120,148 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $25,416,221 |
Value of total assets at beginning of year | 2015-12-31 | $26,086,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $189,108 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
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 year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $85,747 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 |
Contributions received from participants | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $3,860 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,612 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $16,530 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | 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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $86,831 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,950,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,772,082 |
Interest on participant loans | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $191,313 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,942,832 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,134,730 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $256,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $4,384,239 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-107,168 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $1,206,753 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,500,000 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,120,148 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $9,555,364 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $9,784,580 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,043,986 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $172,733 |
Total of all expenses incurred | 2014-12-31 | $3,211,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $26,086,479 |
Value of total assets at beginning of year | 2014-12-31 | $23,887,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $167,763 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,361,454 |
Administrative expenses professional fees incurred | 2014-12-31 | $91,065 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,612 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $35,758 |
Administrative expenses (other) incurred | 2014-12-31 | $21,966 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $54,732 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,772,082 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,724,698 |
Income. Interest from US Government securities | 2014-12-31 | $121,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $256,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $339,923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $3,553,614 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,747,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,043,389 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,130,707 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,957,974 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2014-12-31 | 042684828 |
2013 : ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-364,654 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $-9,278 |
Total of all expenses incurred | 2013-12-31 | $1,086,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $23,887,654 |
Value of total assets at beginning of year | 2013-12-31 | $19,803,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $181,240 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $74,890 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $35,758 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $30,711 |
Administrative expenses (other) incurred | 2013-12-31 | $43,605 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $29,714 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $62,745 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,724,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,544,853 |
Income. Interest from US Government securities | 2013-12-31 | $1,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $339,923 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $611,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $795,684 |
Asset value of US Government securities at end of year | 2013-12-31 | $2,787,275 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $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 entities | 2013-12-31 | $42,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $904,977 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $15,363,624 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $15,372,902 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2013-12-31 | 042684828 |
2018: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALTRA INDUSTRIAL MOTION, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |