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KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameKENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN
Plan identification number 032

KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCWANE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCWANE, INC.
Employer identification number (EIN):630139000
NAIC Classification:331500

Additional information about MCWANE, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0433011

More information about MCWANE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0322022-01-01
0322021-01-01
0322020-01-01
0322019-01-01
0322018-01-01
0322017-01-01KYLE BARRETT KYLE BARRETT2018-10-14
0322016-01-01KYLE BARRETT KYLE BARRETT2017-10-16
0322015-01-01KYLE BARRETT KYLE BARRETT2016-10-14
0322014-01-01KYLE BARRETT KYLE BARRETT2015-10-13
0322013-01-01KYLE BARRETT KYLE BARRETT2014-10-14
0322012-01-01KYLE BARRETT
0322011-01-01KYLE BARRETT
0322010-01-01KYLE BARRETT
0322009-01-01KYLE BARRETT

Plan Statistics for KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

401k plan membership statisitcs for KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

Measure Date Value
2022: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3130,197,075
Acturial value of plan assets2022-12-3128,577,355
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,267,797
Number of terminated vested participants2022-12-3167
Fundng target for terminated vested participants2022-12-311,750,413
Active participant vested funding target2022-12-315,528,298
Number of active participants2022-12-31131
Total funding liabilities for active participants2022-12-315,833,546
Total participant count2022-12-31444
Total funding target for all participants2022-12-3120,851,756
Balance at beginning of prior year after applicable adjustments2022-12-311,169,940
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-311,169,940
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-311,304,132
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31289,546
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01444
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-01246
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3128,374,412
Acturial value of plan assets2021-12-3126,241,800
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,180,560
Number of terminated vested participants2021-12-3154
Fundng target for terminated vested participants2021-12-311,324,997
Active participant vested funding target2021-12-315,727,080
Number of active participants2021-12-31158
Total funding liabilities for active participants2021-12-316,059,952
Total participant count2021-12-31463
Total funding target for all participants2021-12-3120,565,509
Balance at beginning of prior year after applicable adjustments2021-12-311,041,613
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-311,041,613
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-311,169,940
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31309,509
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-01246
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3129,680,692
Acturial value of plan assets2020-12-3128,857,483
Funding target for retired participants and beneficiaries receiving payment2020-12-3113,510,467
Number of terminated vested participants2020-12-31167
Fundng target for terminated vested participants2020-12-313,646,376
Active participant vested funding target2020-12-316,066,902
Number of active participants2020-12-31170
Total funding liabilities for active participants2020-12-316,462,186
Total participant count2020-12-31594
Total funding target for all participants2020-12-3123,619,029
Balance at beginning of prior year after applicable adjustments2020-12-31895,472
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31895,472
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31968,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,023,163
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-311,041,613
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31331,569
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01594
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-01251
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3125,846,528
Acturial value of plan assets2019-12-3127,003,608
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,021,378
Number of terminated vested participants2019-12-31166
Fundng target for terminated vested participants2019-12-313,614,844
Active participant vested funding target2019-12-315,923,347
Number of active participants2019-12-31198
Total funding liabilities for active participants2019-12-316,339,699
Total participant count2019-12-31616
Total funding target for all participants2019-12-3122,975,921
Balance at beginning of prior year after applicable adjustments2019-12-31937,863
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31937,863
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3165,557
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3169,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31895,472
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,060,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31968,996
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31343,630
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31968,996
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01616
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-01257
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3128,096,197
Acturial value of plan assets2018-12-3126,787,849
Funding target for retired participants and beneficiaries receiving payment2018-12-3111,880,766
Number of terminated vested participants2018-12-31162
Fundng target for terminated vested participants2018-12-313,397,216
Active participant vested funding target2018-12-315,641,817
Number of active participants2018-12-31216
Total funding liabilities for active participants2018-12-316,032,011
Total participant count2018-12-31627
Total funding target for all participants2018-12-3121,309,993
Balance at beginning of prior year after applicable adjustments2018-12-31809,200
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31809,200
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,061,590
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,243,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31937,863
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3172,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3165,557
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31805,502
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3165,557
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01627
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-01252
Number of other retired or separated participants entitled to future benefits2018-01-01166
Total of all active and inactive participants2018-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3122,566,218
Acturial value of plan assets2017-12-3123,106,864
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,514,324
Number of terminated vested participants2017-12-31168
Fundng target for terminated vested participants2017-12-313,374,059
Active participant vested funding target2017-12-316,059,225
Number of active participants2017-12-31222
Total funding liabilities for active participants2017-12-316,454,817
Total participant count2017-12-31626
Total funding target for all participants2017-12-3120,343,200
Balance at beginning of prior year after applicable adjustments2017-12-31766,433
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-31766,433
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31933,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31990,891
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 year2017-12-31809,200
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-313,343,000
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 date2017-12-313,061,590
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 cost2017-12-31339,727
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 year2017-12-313,061,590
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01626
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-01249
Number of other retired or separated participants entitled to future benefits2017-01-01162
Total of all active and inactive participants2017-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3121,526,501
Acturial value of plan assets2016-12-3122,494,873
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,484,937
Number of terminated vested participants2016-12-31169
Fundng target for terminated vested participants2016-12-313,286,732
Active participant vested funding target2016-12-315,472,339
Number of active participants2016-12-31221
Total funding liabilities for active participants2016-12-315,813,950
Total participant count2016-12-31628
Total funding target for all participants2016-12-3119,585,619
Balance at beginning of prior year after applicable adjustments2016-12-31760,879
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-31760,879
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,057,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,124,816
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 year2016-12-31766,433
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,012,000
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 date2016-12-31933,658
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 cost2016-12-31325,074
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 year2016-12-31933,658
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01628
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-01236
Number of other retired or separated participants entitled to future benefits2016-01-01168
Total of all active and inactive participants2016-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01631
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-01238
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01603
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-01238
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01605
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-01235
Number of other retired or separated participants entitled to future benefits2013-01-01158
Total of all active and inactive participants2013-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01612
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-01233
Number of other retired or separated participants entitled to future benefits2012-01-01160
Total of all active and inactive participants2012-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01641
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-01236
Number of other retired or separated participants entitled to future benefits2011-01-01160
Total of all active and inactive participants2011-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01638
Total number of active participants reported on line 7a of the Form 55002010-01-01240
Number of retired or separated participants receiving benefits2010-01-01234
Number of other retired or separated participants entitled to future benefits2010-01-01167
Total of all active and inactive participants2010-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01704
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-01234
Number of other retired or separated participants entitled to future benefits2009-01-01162
Total of all active and inactive participants2009-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01638
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

Measure Date Value
2022 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,997,087
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,329,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,329,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$24,870,594
Value of total assets at beginning of year2022-12-31$30,197,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,326,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,870,594
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,197,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$24,842,738
Value of interest in master investment trust accounts at beginning of year2022-12-31$30,171,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$27,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,329,394
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,145,934
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,323,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,323,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$30,197,075
Value of total assets at beginning of year2021-12-31$28,374,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,822,663
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,197,075
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,374,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$30,171,025
Value of interest in master investment trust accounts at beginning of year2021-12-31$28,347,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$27,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$27,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,323,271
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,534,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,818,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,787,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,060,000
Value of total assets at end of year2020-12-31$28,374,412
Value of total assets at beginning of year2020-12-31$28,657,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,661
Total interest from all sources2020-12-31$325
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$30,661
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$43
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-283,118
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,374,412
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,657,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$28,347,349
Value of interest in master investment trust accounts at beginning of year2020-12-31$28,628,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$27,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,060,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,787,369
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2020-12-31630813240
2019 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,226,378
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,346,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,315,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$72,000
Value of total assets at end of year2019-12-31$28,657,530
Value of total assets at beginning of year2019-12-31$25,777,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,910
Total interest from all sources2019-12-31$685
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$30,910
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$59
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,880,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,657,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,777,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$28,628,377
Value of interest in master investment trust accounts at beginning of year2019-12-31$25,747,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$72,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,315,139
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2019-12-31630813240
2018 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,204,326
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,279,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,249,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,343,000
Value of total assets at end of year2018-12-31$25,777,201
Value of total assets at beginning of year2018-12-31$24,852,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,407
Total interest from all sources2018-12-31$2,961
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$30,407
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$59
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$29
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$924,760
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,777,201
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,852,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$25,747,681
Value of interest in master investment trust accounts at beginning of year2018-12-31$24,827,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$29,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,343,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,249,159
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2018-12-31630813240
2017 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,477,757
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,200,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,177,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,012,000
Value of total assets at end of year2017-12-31$24,852,441
Value of total assets at beginning of year2017-12-31$21,575,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,242
Total interest from all sources2017-12-31$774
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$23,242
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$25
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
Value of net income/loss2017-12-31$3,277,115
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,852,441
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,575,326
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
Value of interest in master investment trust accounts at end of year2017-12-31$24,827,276
Value of interest in master investment trust accounts at beginning of year2017-12-31$21,536,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$38,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$38,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$774
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
Contributions received in cash from employer2017-12-31$1,012,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,177,400
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2017-12-31630813240
2016 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,318,201
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,144,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,123,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,150,000
Value of total assets at end of year2016-12-31$21,575,326
Value of total assets at beginning of year2016-12-31$20,401,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,013
Total interest from all sources2016-12-31$964
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$21,013
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26
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
Value of net income/loss2016-12-31$1,173,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,575,326
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,401,684
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
Value of interest in master investment trust accounts at end of year2016-12-31$21,536,328
Value of interest in master investment trust accounts at beginning of year2016-12-31$20,210,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$38,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$191,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$191,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$964
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
Contributions received in cash from employer2016-12-31$1,150,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,123,546
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2016-12-31630813240
2015 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,518,261
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,175,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,156,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,351,752
Value of total assets at end of year2015-12-31$20,401,684
Value of total assets at beginning of year2015-12-31$20,059,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,080
Total interest from all sources2015-12-31$1,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$19,080
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$82
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
Value of net income/loss2015-12-31$342,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,401,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,059,302
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
Value of interest in master investment trust accounts at end of year2015-12-31$20,210,104
Value of interest in master investment trust accounts at beginning of year2015-12-31$19,428,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$191,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$630,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$630,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,201
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
Contributions received in cash from employer2015-12-31$1,351,752
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,156,799
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2015-12-31630813240
2014 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,233,768
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,161,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,143,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,351,752
Value of total assets at end of year2014-12-31$20,059,302
Value of total assets at beginning of year2014-12-31$18,986,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,489
Total interest from all sources2014-12-31$911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$17,489
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$50
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,072,546
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,059,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,986,756
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
Value of interest in master investment trust accounts at end of year2014-12-31$19,428,875
Value of interest in master investment trust accounts at beginning of year2014-12-31$18,565,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$630,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$421,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$421,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,351,752
Employer contributions (assets) at end of year2014-12-31$0
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$1,143,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2014-12-31630813240
2013 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,205,810
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,141,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,123,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,257,874
Value of total assets at end of year2013-12-31$18,986,756
Value of total assets at beginning of year2013-12-31$16,922,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,808
Total interest from all sources2013-12-31$450
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$17,808
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$60
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,064,046
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,986,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,922,710
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
Value of interest in master investment trust accounts at end of year2013-12-31$18,565,261
Value of interest in master investment trust accounts at beginning of year2013-12-31$16,652,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$421,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$270,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$270,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$450
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$1,257,874
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,123,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2013-12-31630813240
2012 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,827,470
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,132,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,120,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,257,874
Value of total assets at end of year2012-12-31$16,922,710
Value of total assets at beginning of year2012-12-31$15,227,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,468
Total interest from all sources2012-12-31$491
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$11,468
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,695,413
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,922,710
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,227,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$16,652,583
Value of interest in master investment trust accounts at beginning of year2012-12-31$15,094,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$270,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$132,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$132,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,257,874
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,120,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2012-12-31630813240
2011 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,481
Total income from all sources (including contributions)2011-12-31$682,275
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,119,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,119,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,094,344
Value of total assets at end of year2011-12-31$15,227,297
Value of total assets at beginning of year2011-12-31$15,665,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$361
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,481
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-437,216
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,227,297
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,664,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$15,094,947
Value of interest in master investment trust accounts at beginning of year2011-12-31$15,077,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$132,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,094,344
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$567,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,119,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2011-12-31630813240
2010 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,353,971
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,215,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,215,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,271,687
Value of total assets at end of year2010-12-31$15,665,994
Value of total assets at beginning of year2010-12-31$14,527,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$166
Total interest from all sources2010-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$166
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$80,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,481
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$62,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,138,397
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,664,513
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,527,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$15,077,376
Value of interest in master investment trust accounts at beginning of year2010-12-31$14,385,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,271,687
Employer contributions (assets) at end of year2010-12-31$567,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,215,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PEARCE, BEVILL, LEESBURG & MOORE PC
Accountancy firm EIN2010-12-31630813240
2009 : KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

2022: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNEDY VALVE FACTORY EMPLOYEES PENSION 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: KENNEDY VALVE FACTORY EMPLOYEES PENSION 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: KENNEDY VALVE FACTORY EMPLOYEES PENSION 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: KENNEDY VALVE FACTORY EMPLOYEES PENSION 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: KENNEDY VALVE FACTORY EMPLOYEES PENSION 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
2012: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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