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HELENA CHEMICAL COMPANY SAVINGS PLAN 401k Plan overview

Plan NameHELENA CHEMICAL COMPANY SAVINGS PLAN
Plan identification number 004

HELENA CHEMICAL COMPANY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HELENA AGRI-ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:HELENA AGRI-ENTERPRISES, LLC
Employer identification number (EIN):710293688
NAIC Classification:424600

Additional information about HELENA AGRI-ENTERPRISES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0839915

More information about HELENA AGRI-ENTERPRISES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELENA CHEMICAL COMPANY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BYRON PHILLIPS
0042016-01-01BYRON PHILLIPS
0042015-01-01BYRON PHILLIPS
0042014-01-01JENNIFER WILLIAMS
0042013-01-01JENNIFER WILLIAMS JENNIFER WILLIAMS2014-10-13
0042012-01-01JENNIFER WILLIAMS JENNIFER WILLIAMS2013-10-15
0042011-01-01JENNIFER WILLIAMS JENNIFER WILLIAMS2012-10-10
0042009-01-01JENNIFER WILLIAMS JENNIFER WILLIAMS2010-10-14

Plan Statistics for HELENA CHEMICAL COMPANY SAVINGS PLAN

401k plan membership statisitcs for HELENA CHEMICAL COMPANY SAVINGS PLAN

Measure Date Value
2022: HELENA CHEMICAL COMPANY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,482
Total number of active participants reported on line 7a of the Form 55002022-01-015,662
Number of retired or separated participants receiving benefits2022-01-01101
Number of other retired or separated participants entitled to future benefits2022-01-011,861
Total of all active and inactive participants2022-01-017,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0175
Total participants2022-01-017,699
Number of participants with account balances2022-01-017,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01180
2021: HELENA CHEMICAL COMPANY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,074
Total number of active participants reported on line 7a of the Form 55002021-01-015,584
Number of retired or separated participants receiving benefits2021-01-0182
Number of other retired or separated participants entitled to future benefits2021-01-011,756
Total of all active and inactive participants2021-01-017,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0160
Total participants2021-01-017,482
Number of participants with account balances2021-01-017,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01146
2020: HELENA CHEMICAL COMPANY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,899
Total number of active participants reported on line 7a of the Form 55002020-01-015,356
Number of retired or separated participants receiving benefits2020-01-0183
Number of other retired or separated participants entitled to future benefits2020-01-011,591
Total of all active and inactive participants2020-01-017,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0144
Total participants2020-01-017,074
Number of participants with account balances2020-01-016,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01143
2019: HELENA CHEMICAL COMPANY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,496
Total number of active participants reported on line 7a of the Form 55002019-01-015,278
Number of retired or separated participants receiving benefits2019-01-0170
Number of other retired or separated participants entitled to future benefits2019-01-011,518
Total of all active and inactive participants2019-01-016,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-016,899
Number of participants with account balances2019-01-016,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01149
2018: HELENA CHEMICAL COMPANY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,166
Total number of active participants reported on line 7a of the Form 55002018-01-015,121
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-011,294
Total of all active and inactive participants2018-01-016,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0122
Total participants2018-01-016,496
Number of participants with account balances2018-01-016,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01194
2017: HELENA CHEMICAL COMPANY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,837
Total number of active participants reported on line 7a of the Form 55002017-01-015,038
Number of retired or separated participants receiving benefits2017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-011,071
Total of all active and inactive participants2017-01-016,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-016,166
Number of participants with account balances2017-01-015,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01119
2016: HELENA CHEMICAL COMPANY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,707
Total number of active participants reported on line 7a of the Form 55002016-01-014,808
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-01984
Total of all active and inactive participants2016-01-015,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-015,837
Number of participants with account balances2016-01-015,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01163
2015: HELENA CHEMICAL COMPANY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,337
Total number of active participants reported on line 7a of the Form 55002015-01-014,842
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01864
Total of all active and inactive participants2015-01-015,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-015,707
Number of participants with account balances2015-01-015,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01166
2014: HELENA CHEMICAL COMPANY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,854
Total number of active participants reported on line 7a of the Form 55002014-01-014,621
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01715
Total of all active and inactive participants2014-01-015,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-015,337
Number of participants with account balances2014-01-014,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01150
2013: HELENA CHEMICAL COMPANY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,464
Total number of active participants reported on line 7a of the Form 55002013-01-014,223
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01629
Total of all active and inactive participants2013-01-014,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-014,854
Number of participants with account balances2013-01-014,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01110
2012: HELENA CHEMICAL COMPANY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,131
Total number of active participants reported on line 7a of the Form 55002012-01-013,899
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01564
Total of all active and inactive participants2012-01-014,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014,464
Number of participants with account balances2012-01-014,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0192
2011: HELENA CHEMICAL COMPANY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,717
Total number of active participants reported on line 7a of the Form 55002011-01-013,616
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01504
Total of all active and inactive participants2011-01-014,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-014,131
Number of participants with account balances2011-01-013,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0167
2009: HELENA CHEMICAL COMPANY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,567
Total number of active participants reported on line 7a of the Form 55002009-01-013,242
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01413
Total of all active and inactive participants2009-01-013,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0162
Total participants2009-01-013,727
Number of participants with account balances2009-01-013,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0174

Financial Data on HELENA CHEMICAL COMPANY SAVINGS PLAN

Measure Date Value
2022 : HELENA CHEMICAL COMPANY SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-27,681,560
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$46,782,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,425,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,054,222
Value of total assets at end of year2022-12-31$487,440,561
Value of total assets at beginning of year2022-12-31$561,904,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$356,181
Total interest from all sources2022-12-31$685,383
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,494,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,494,236
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Contributions received from participants2022-12-31$32,577,759
Participant contributions at end of year2022-12-31$8,177,706
Participant contributions at beginning of year2022-12-31$8,227,428
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,058
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,032
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,720,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$356,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-74,463,596
Value of net assets at end of year (total assets less liabilities)2022-12-31$487,440,561
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$561,904,157
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$134,552,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$159,006,867
Interest on participant loans2022-12-31$382,032
Interest earned on other investments2022-12-31$303,351
Value of interest in common/collective trusts at end of year2022-12-31$343,936,737
Value of interest in common/collective trusts at beginning of year2022-12-31$393,787,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$81,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$238,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$238,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,801,106
Net investment gain or loss from common/collective trusts2022-12-31$-53,114,295
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$14,755,568
Employer contributions (assets) at end of year2022-12-31$687,323
Employer contributions (assets) at beginning of year2022-12-31$639,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$46,425,855
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 name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : HELENA CHEMICAL COMPANY SAVINGS 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$112,260,746
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,679,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$37,293,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,191,470
Value of total assets at end of year2021-12-31$561,904,157
Value of total assets at beginning of year2021-12-31$487,323,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$386,387
Total interest from all sources2021-12-31$802,139
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,026,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$21,026,102
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Contributions received from participants2021-12-31$29,291,650
Participant contributions at end of year2021-12-31$8,227,428
Participant contributions at beginning of year2021-12-31$8,759,612
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,032
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,585
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$941,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$386,387
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$74,580,956
Value of net assets at end of year (total assets less liabilities)2021-12-31$561,904,157
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$487,323,201
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$159,006,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$147,769,956
Interest on participant loans2021-12-31$417,784
Interest earned on other investments2021-12-31$384,355
Value of interest in common/collective trusts at end of year2021-12-31$393,787,640
Value of interest in common/collective trusts at beginning of year2021-12-31$330,316,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$238,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$37,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$37,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,942,923
Net investment gain or loss from common/collective trusts2021-12-31$50,183,958
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$11,958,149
Employer contributions (assets) at end of year2021-12-31$639,295
Employer contributions (assets) at beginning of year2021-12-31$435,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$37,293,403
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 name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : HELENA CHEMICAL COMPANY SAVINGS 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$102,094,137
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,722,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,318,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$40,777,906
Value of total assets at end of year2020-12-31$487,323,201
Value of total assets at beginning of year2020-12-31$419,951,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$403,906
Total interest from all sources2020-12-31$712,793
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,115,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,115,012
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Contributions received from participants2020-12-31$27,033,769
Participant contributions at end of year2020-12-31$8,759,612
Participant contributions at beginning of year2020-12-31$8,752,542
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,585
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,945
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,664,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$403,906
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$67,371,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$487,323,201
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$419,951,568
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$147,769,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$125,723,822
Interest on participant loans2020-12-31$482,398
Interest earned on other investments2020-12-31$230,395
Value of interest in common/collective trusts at end of year2020-12-31$330,316,467
Value of interest in common/collective trusts at beginning of year2020-12-31$284,974,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$139,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$139,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,536,799
Net investment gain or loss from common/collective trusts2020-12-31$36,951,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$11,079,713
Employer contributions (assets) at end of year2020-12-31$435,486
Employer contributions (assets) at beginning of year2020-12-31$357,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,318,598
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 name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,377,388
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,377,388
Total unrealized appreciation/depreciation of assets2019-12-31$65,377,388
Total unrealized appreciation/depreciation of assets2019-12-31$65,377,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$-2,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$-2,550
Total income from all sources (including contributions)2019-12-31$108,649,267
Total income from all sources (including contributions)2019-12-31$108,649,267
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,393,362
Total of all expenses incurred2019-12-31$34,393,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,161,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,161,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,117,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,117,456
Value of total assets at end of year2019-12-31$419,951,568
Value of total assets at end of year2019-12-31$419,951,568
Value of total assets at beginning of year2019-12-31$345,693,113
Value of total assets at beginning of year2019-12-31$345,693,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,404
Total interest from all sources2019-12-31$598,390
Total interest from all sources2019-12-31$598,390
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,556,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,556,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,556,033
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,556,033
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$24,932,958
Contributions received from participants2019-12-31$24,932,958
Participant contributions at end of year2019-12-31$8,752,542
Participant contributions at end of year2019-12-31$8,752,542
Participant contributions at beginning of year2019-12-31$7,710,697
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,945
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,945
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$954,823
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$954,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$-2,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$-2,550
Administrative expenses (other) incurred2019-12-31$231,404
Administrative expenses (other) incurred2019-12-31$231,404
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
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$74,255,905
Value of net income/loss2019-12-31$74,255,905
Value of net assets at end of year (total assets less liabilities)2019-12-31$419,951,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$419,951,568
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$345,695,663
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$345,695,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$125,723,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$125,723,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$129,049,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$129,049,034
Interest on participant loans2019-12-31$443,269
Interest on participant loans2019-12-31$443,269
Interest earned on other investments2019-12-31$155,121
Interest earned on other investments2019-12-31$155,121
Value of interest in common/collective trusts at end of year2019-12-31$284,974,788
Value of interest in common/collective trusts at end of year2019-12-31$284,974,788
Value of interest in common/collective trusts at beginning of year2019-12-31$208,652,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$111,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$111,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$111,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$111,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,229,675
Contributions received in cash from employer2019-12-31$10,229,675
Employer contributions (assets) at end of year2019-12-31$357,329
Employer contributions (assets) at end of year2019-12-31$357,329
Employer contributions (assets) at beginning of year2019-12-31$169,358
Employer contributions (assets) at beginning of year2019-12-31$169,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,161,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,161,958
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-28,569,234
Total unrealized appreciation/depreciation of assets2018-12-31$-28,569,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$-2,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$-3,761
Total income from all sources (including contributions)2018-12-31$17,552,664
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,827,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,723,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$35,871,960
Value of total assets at end of year2018-12-31$345,693,113
Value of total assets at beginning of year2018-12-31$354,966,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$104,441
Total interest from all sources2018-12-31$385,337
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,864,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,864,601
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Contributions received from participants2018-12-31$23,451,691
Participant contributions at end of year2018-12-31$7,710,697
Participant contributions at beginning of year2018-12-31$7,535,026
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$119,724
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,756,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$-2,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$-3,761
Administrative expenses (other) incurred2018-12-31$104,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,274,866
Value of net assets at end of year (total assets less liabilities)2018-12-31$345,695,663
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$354,970,529
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$129,049,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,843,444
Interest on participant loans2018-12-31$385,337
Value of interest in common/collective trusts at end of year2018-12-31$208,652,374
Value of interest in common/collective trusts at beginning of year2018-12-31$234,993,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$111,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$9,663,972
Employer contributions (assets) at end of year2018-12-31$169,358
Employer contributions (assets) at beginning of year2018-12-31$454,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,723,089
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$41,322,928
Total unrealized appreciation/depreciation of assets2017-12-31$41,322,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$-3,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$-3,345
Total income from all sources (including contributions)2017-12-31$81,307,338
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,459,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,356,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,442,416
Value of total assets at end of year2017-12-31$354,966,768
Value of total assets at beginning of year2017-12-31$295,118,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,302
Total interest from all sources2017-12-31$313,634
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,228,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,228,360
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Contributions received from participants2017-12-31$21,182,676
Participant contributions at end of year2017-12-31$7,535,026
Participant contributions at beginning of year2017-12-31$6,750,229
Participant contributions at end of year2017-12-31$119,724
Participant contributions at beginning of year2017-12-31$78,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,135,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$-3,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$-3,345
Administrative expenses (other) incurred2017-12-31$102,302
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$59,848,333
Value of net assets at end of year (total assets less liabilities)2017-12-31$354,970,529
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$295,122,196
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$111,843,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,052,614
Interest on participant loans2017-12-31$313,634
Value of interest in common/collective trusts at end of year2017-12-31$234,993,522
Value of interest in common/collective trusts at beginning of year2017-12-31$204,868,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$337,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$337,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$9,124,485
Employer contributions (assets) at end of year2017-12-31$454,110
Employer contributions (assets) at beginning of year2017-12-31$31,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,356,703
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$19,050,945
Total unrealized appreciation/depreciation of assets2016-12-31$19,050,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$-3,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$-2,820
Total income from all sources (including contributions)2016-12-31$55,403,123
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,540,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,446,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,783,490
Value of total assets at end of year2016-12-31$295,118,851
Value of total assets at beginning of year2016-12-31$259,257,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,519
Total interest from all sources2016-12-31$276,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,292,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,292,681
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Contributions received from participants2016-12-31$21,311,210
Participant contributions at end of year2016-12-31$6,750,229
Participant contributions at beginning of year2016-12-31$6,399,707
Participant contributions at end of year2016-12-31$78,667
Participant contributions at beginning of year2016-12-31$73,975
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,880,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$-3,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$-2,820
Administrative expenses (other) incurred2016-12-31$94,519
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$35,862,204
Value of net assets at end of year (total assets less liabilities)2016-12-31$295,122,196
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$259,259,992
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$83,052,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$100,013,317
Interest on participant loans2016-12-31$276,007
Value of interest in common/collective trusts at end of year2016-12-31$204,868,771
Value of interest in common/collective trusts at beginning of year2016-12-31$132,235,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$337,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,503,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,503,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$8,591,593
Employer contributions (assets) at end of year2016-12-31$31,410
Employer contributions (assets) at beginning of year2016-12-31$31,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,446,400
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,437,179
Total unrealized appreciation/depreciation of assets2015-12-31$-1,437,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$-2,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$-3,180
Total income from all sources (including contributions)2015-12-31$35,684,138
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,644,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,556,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,859,940
Value of total assets at end of year2015-12-31$259,257,172
Value of total assets at beginning of year2015-12-31$239,216,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$87,463
Total interest from all sources2015-12-31$261,377
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Contributions received from participants2015-12-31$21,554,612
Participant contributions at end of year2015-12-31$6,399,707
Participant contributions at beginning of year2015-12-31$5,945,028
Participant contributions at end of year2015-12-31$73,975
Participant contributions at beginning of year2015-12-31$74,121
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,053,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$-2,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$-3,180
Administrative expenses (other) incurred2015-12-31$87,463
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$20,040,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$259,259,992
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$239,219,923
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$100,013,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$116,314,209
Interest on participant loans2015-12-31$261,377
Value of interest in common/collective trusts at end of year2015-12-31$132,235,028
Value of interest in common/collective trusts at beginning of year2015-12-31$97,854,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,503,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,991,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,991,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$8,251,353
Employer contributions (assets) at end of year2015-12-31$31,205
Employer contributions (assets) at beginning of year2015-12-31$37,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,556,606
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$-3,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$-2,520
Total income from all sources (including contributions)2014-12-31$39,364,555
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,425,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,319,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,535,920
Value of total assets at end of year2014-12-31$239,216,743
Value of total assets at beginning of year2014-12-31$216,278,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$106,550
Total interest from all sources2014-12-31$8,770,884
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Contributions received from participants2014-12-31$19,076,985
Participant contributions at end of year2014-12-31$5,945,028
Participant contributions at beginning of year2014-12-31$5,333,646
Participant contributions at end of year2014-12-31$74,121
Participant contributions at beginning of year2014-12-31$41,017
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$854,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$-3,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$-2,520
Administrative expenses (other) incurred2014-12-31$106,550
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$22,938,653
Value of net assets at end of year (total assets less liabilities)2014-12-31$239,219,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$216,281,270
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$116,314,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$105,621,811
Income. Interest from loans (other than to participants)2014-12-31$231,587
Value of interest in common/collective trusts at end of year2014-12-31$97,854,895
Value of interest in common/collective trusts at beginning of year2014-12-31$85,281,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,991,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$19,969,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$19,969,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,539,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,387,749
Net investment gain or loss from common/collective trusts2014-12-31$7,445,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,604,556
Employer contributions (assets) at end of year2014-12-31$37,440
Employer contributions (assets) at beginning of year2014-12-31$19,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,319,352
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$-2,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$-85,419
Total income from all sources (including contributions)2013-12-31$59,464,352
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,438,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,387,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,449,838
Value of total assets at end of year2013-12-31$216,278,750
Value of total assets at beginning of year2013-12-31$167,169,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,193
Total interest from all sources2013-12-31$6,268,900
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$17,067,803
Participant contributions at end of year2013-12-31$5,333,646
Participant contributions at beginning of year2013-12-31$4,306,348
Participant contributions at end of year2013-12-31$41,017
Participant contributions at beginning of year2013-12-31$122,524
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,382,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$-2,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$-85,419
Administrative expenses (other) incurred2013-12-31$51,193
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$49,026,092
Value of net assets at end of year (total assets less liabilities)2013-12-31$216,281,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$167,255,178
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$105,621,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$83,746,173
Income. Interest from loans (other than to participants)2013-12-31$194,937
Value of interest in common/collective trusts at end of year2013-12-31$85,281,432
Value of interest in common/collective trusts at beginning of year2013-12-31$60,589,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$19,969,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,336,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,336,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,073,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,662,246
Net investment gain or loss from common/collective trusts2013-12-31$21,083,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,999,888
Employer contributions (assets) at end of year2013-12-31$19,889
Employer contributions (assets) at beginning of year2013-12-31$57,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,387,067
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$-85,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$-5,859
Total income from all sources (including contributions)2012-12-31$39,688,978
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,582,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,560,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,661,978
Value of total assets at end of year2012-12-31$167,169,759
Value of total assets at beginning of year2012-12-31$140,142,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,085
Total interest from all sources2012-12-31$2,854,009
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,303,718
Participant contributions at end of year2012-12-31$4,306,348
Participant contributions at beginning of year2012-12-31$3,694,391
Participant contributions at end of year2012-12-31$122,524
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,167,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$-85,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$-5,859
Administrative expenses (other) incurred2012-12-31$22,085
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$27,106,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$167,255,178
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$140,148,388
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$83,746,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$69,737,967
Interest on participant loans2012-12-31$170,049
Value of interest in common/collective trusts at end of year2012-12-31$60,589,358
Value of interest in common/collective trusts at beginning of year2012-12-31$47,330,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,336,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,368,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,368,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,683,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,316,399
Net investment gain or loss from common/collective trusts2012-12-31$8,856,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$5,190,838
Employer contributions (assets) at end of year2012-12-31$57,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,560,103
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$-5,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$-8,812
Total income from all sources (including contributions)2011-12-31$15,417,750
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,138,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,117,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,300,907
Value of total assets at end of year2011-12-31$140,142,529
Value of total assets at beginning of year2011-12-31$133,860,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,360
Total interest from all sources2011-12-31$2,044,473
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,482,224
Participant contributions at end of year2011-12-31$3,694,391
Participant contributions at beginning of year2011-12-31$3,301,575
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$535,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$-5,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$-8,812
Administrative expenses (other) incurred2011-12-31$20,360
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$6,279,521
Value of net assets at end of year (total assets less liabilities)2011-12-31$140,148,388
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$133,868,867
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$69,737,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,334,122
Interest on participant loans2011-12-31$156,842
Value of interest in common/collective trusts at end of year2011-12-31$47,330,079
Value of interest in common/collective trusts at beginning of year2011-12-31$43,961,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,368,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,252,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,252,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,887,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,464,087
Net investment gain or loss from common/collective trusts2011-12-31$-463,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$4,283,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,117,869
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : HELENA CHEMICAL COMPANY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$-8,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$-155,793
Total income from all sources (including contributions)2010-12-31$31,087,709
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,826,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,805,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,738,117
Value of total assets at end of year2010-12-31$133,860,055
Value of total assets at beginning of year2010-12-31$110,451,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,520
Total interest from all sources2010-12-31$2,515,690
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$12,131,349
Participant contributions at end of year2010-12-31$3,301,575
Participant contributions at beginning of year2010-12-31$2,768,801
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$808,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$-8,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$-155,793
Administrative expenses (other) incurred2010-12-31$20,520
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$23,261,241
Value of net assets at end of year (total assets less liabilities)2010-12-31$133,868,867
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,607,626
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$69,334,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,874,855
Interest on participant loans2010-12-31$532,774
Value of interest in common/collective trusts at end of year2010-12-31$43,961,150
Value of interest in common/collective trusts at beginning of year2010-12-31$37,857,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,252,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16,939,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16,939,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,982,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,079,690
Net investment gain or loss from common/collective trusts2010-12-31$5,754,212
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$3,798,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,805,948
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : HELENA CHEMICAL COMPANY SAVINGS 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 HELENA CHEMICAL COMPANY SAVINGS PLAN

2022: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HELENA CHEMICAL COMPANY SAVINGS 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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