GURWITCH PRODUCTS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GURWITCH PRODUCTS LLC 401K PLAN
Measure | Date | Value |
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2016 : GURWITCH PRODUCTS LLC 401K PLAN 2016 401k financial data |
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Total transfer of assets from this plan | 2016-12-31 | $10,193,365 |
Total income from all sources (including contributions) | 2016-12-31 | $2,484,624 |
Total of all expenses incurred | 2016-12-31 | $1,060,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,047,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,758,855 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $8,769,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $13,744 |
Total interest from all sources | 2016-12-31 | $14,830 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $418,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $418,946 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,230,341 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $310,804 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,423,779 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,769,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,210,587 |
Interest on participant loans | 2016-12-31 | $14,830 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $248,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $287,389 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,604 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $526,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,047,101 |
Contract administrator fees | 2016-12-31 | $13,744 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HUNGERFORD NICHOLS |
Accountancy firm EIN | 2016-12-31 | 382184825 |
2015 : GURWITCH PRODUCTS LLC 401K PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $1,873,954 |
Total of all expenses incurred | 2015-12-31 | $2,005,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,000,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,914,977 |
Value of total assets at end of year | 2015-12-31 | $8,769,586 |
Value of total assets at beginning of year | 2015-12-31 | $8,900,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,916 |
Total interest from all sources | 2015-12-31 | $15,418 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $642,807 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $642,807 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,235,237 |
Participant contributions at end of year | 2015-12-31 | $310,804 |
Participant contributions at beginning of year | 2015-12-31 | $226,073 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $120,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-131,175 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,769,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,900,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,210,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,440,215 |
Interest on participant loans | 2015-12-31 | $15,418 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $248,195 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $234,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-699,445 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $559,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,000,213 |
Contract administrator fees | 2015-12-31 | $4,916 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HUNGERFORD NICHOLS |
Accountancy firm EIN | 2015-12-31 | 382184825 |
2014 : GURWITCH PRODUCTS LLC 401K PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $2,362,958 |
Total of all expenses incurred | 2014-12-31 | $927,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $925,864 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,842,197 |
Value of total assets at end of year | 2014-12-31 | $8,900,761 |
Value of total assets at beginning of year | 2014-12-31 | $7,465,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,649 |
Total interest from all sources | 2014-12-31 | $11,234 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $699,292 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $699,292 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,158,173 |
Participant contributions at end of year | 2014-12-31 | $226,073 |
Participant contributions at beginning of year | 2014-12-31 | $204,492 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $151,323 |
Administrative expenses (other) incurred | 2014-12-31 | $1,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,435,445 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,900,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,465,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,440,215 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,027,116 |
Interest on participant loans | 2014-12-31 | $11,234 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $234,473 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $233,708 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-194,436 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,671 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $532,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $925,864 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HUNGERFORD NICHOLS |
Accountancy firm EIN | 2014-12-31 | 382184825 |
2013 : GURWITCH PRODUCTS LLC 401K PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $2,815,057 |
Total of all expenses incurred | 2013-12-31 | $893,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $891,830 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,587,207 |
Value of total assets at end of year | 2013-12-31 | $7,465,316 |
Value of total assets at beginning of year | 2013-12-31 | $5,543,760 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,671 |
Total interest from all sources | 2013-12-31 | $6,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $228,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $228,318 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,059,708 |
Participant contributions at end of year | 2013-12-31 | $204,492 |
Participant contributions at beginning of year | 2013-12-31 | $73,741 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $32,528 |
Administrative expenses (other) incurred | 2013-12-31 | $1,671 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,921,556 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,465,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,543,760 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,027,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,200,929 |
Interest on participant loans | 2013-12-31 | $6,262 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $233,708 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $269,090 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $992,796 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $494,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $891,830 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HUNGERFORD NICHOLS |
Accountancy firm EIN | 2013-12-31 | 382184825 |
2012 : GURWITCH PRODUCTS LLC 401K PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $2,045,359 |
Total of all expenses incurred | 2012-12-31 | $731,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $726,565 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $4,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,498,249 |
Value of total assets at end of year | 2012-12-31 | $5,543,760 |
Value of total assets at beginning of year | 2012-12-31 | $4,230,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,130 |
Total interest from all sources | 2012-12-31 | $4,064 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $154,628 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $154,628 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $947,219 |
Participant contributions at end of year | 2012-12-31 | $73,741 |
Participant contributions at beginning of year | 2012-12-31 | $82,912 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $128,664 |
Administrative expenses (other) incurred | 2012-12-31 | $1,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,313,411 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,543,760 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,230,349 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,200,929 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,865,413 |
Interest on participant loans | 2012-12-31 | $4,064 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $269,090 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $282,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $383,938 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $422,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $726,565 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HUNGERFORD ALDRIN NICHOLS & CARTER |
Accountancy firm EIN | 2012-12-31 | 382184825 |
2011 : GURWITCH PRODUCTS LLC 401K PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $1,306,718 |
Total of all expenses incurred | 2011-12-31 | $494,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $493,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,404,441 |
Value of total assets at end of year | 2011-12-31 | $4,230,349 |
Value of total assets at beginning of year | 2011-12-31 | $3,417,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $874 |
Total interest from all sources | 2011-12-31 | $4,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $118,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $118,591 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $839,366 |
Participant contributions at end of year | 2011-12-31 | $82,912 |
Participant contributions at beginning of year | 2011-12-31 | $71,073 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $211,705 |
Administrative expenses (other) incurred | 2011-12-31 | $874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $812,626 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,230,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,417,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,865,413 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,079,919 |
Interest on participant loans | 2011-12-31 | $4,461 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $282,024 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $266,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-223,179 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $353,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $493,218 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HUNGERFORD ALDRIN NICHOLS & CARTER |
Accountancy firm EIN | 2011-12-31 | 382184825 |
2010 : GURWITCH PRODUCTS LLC 401K PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $1,056,900 |
Total of all expenses incurred | 2010-12-31 | $385,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $384,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $600,749 |
Value of total assets at end of year | 2010-12-31 | $3,417,723 |
Value of total assets at beginning of year | 2010-12-31 | $2,746,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $541 |
Total interest from all sources | 2010-12-31 | $4,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $42,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $42,555 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $502,980 |
Participant contributions at end of year | 2010-12-31 | $71,073 |
Participant contributions at beginning of year | 2010-12-31 | $64,829 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $33,443 |
Administrative expenses (other) incurred | 2010-12-31 | $541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $671,452 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,417,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,746,271 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,079,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,441,293 |
Interest on participant loans | 2010-12-31 | $4,231 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $266,731 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $240,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $398,033 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $11,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $64,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $384,907 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HUNGERFORD ALDRIN NICHOLS & CARTER |
Accountancy firm EIN | 2010-12-31 | 382184825 |