401k Plan data: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN plan

FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN
Plan identification number	001

FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: FORGED PRODUCTS, INC.

Employer identification number (EIN): 760088720

NAIC Classification: 332110

Additional information about FORGED PRODUCTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1984-01-12

Company Identification Number: 0068700500

Legal Registered Office Address: 6505 N HOUSTON ROSSLYN RD

HOUSTON
United States of America (USA)
77091

More information about FORGED PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SANDRA DICKSON 2023-07-25
001 2021-01-01 SANDRA DICKSON 2022-06-28
001 2020-01-01 SANDRA DICKSON 2021-07-14
001 2019-01-01 SANDRA DICKSON 2020-07-20
001 2018-01-01 SANDRA DICKSON 2019-07-31
001 2017-01-01 DENNIS SHEETS 2018-07-25
001 2016-01-01 DENNIS SHEETS 2017-06-21
001 2015-01-01 DENNIS SHEETS
001 2014-01-01 DENNIS SHEETS
001 2013-01-01 DENNIS SHEETS
001 2012-01-01 DENNIS SHEETS 2013-10-14
001 2011-01-01 DENNIS SHEETS, VICE PRESIDENT
001 2009-01-01 JAMES VAN TIEM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SANDRA DICKSON	2023-07-25
001	2021-01-01	SANDRA DICKSON	2022-06-28
001	2020-01-01	SANDRA DICKSON	2021-07-14
001	2019-01-01	SANDRA DICKSON	2020-07-20
001	2018-01-01	SANDRA DICKSON	2019-07-31
001	2017-01-01	DENNIS SHEETS	2018-07-25
001	2016-01-01	DENNIS SHEETS	2017-06-21
001	2015-01-01	DENNIS SHEETS
001	2014-01-01	DENNIS SHEETS
001	2013-01-01	DENNIS SHEETS
001	2012-01-01	DENNIS SHEETS	2013-10-14
001	2011-01-01	DENNIS SHEETS, VICE PRESIDENT
001	2009-01-01	JAMES VAN TIEM

Plan Statistics for FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN

Measure Date Value
2015: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 99
Number of participants with account balances 2015-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 123
Number of participants with account balances 2014-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 98
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13
2011: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 89
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 106
Number of participants with account balances 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 98
Number of participants with account balances 2009-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2015: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	99
Number of participants with account balances	2015-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	123
Number of participants with account balances	2014-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	98
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13
2011: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	89
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	106
Number of participants with account balances	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	98
Number of participants with account balances	2009-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2015 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$558,317
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$954,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$948,256
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,786
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$465,265
Value of total assets at end of year	2015-12-31	$6,686,188
Value of total assets at beginning of year	2015-12-31	$7,082,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,743
Total interest from all sources	2015-12-31	$52,799
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$231,651
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	$231,651
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$314,257
Participant contributions at end of year	2015-12-31	$158,940
Participant contributions at beginning of year	2015-12-31	$284,065
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$38,329
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	$-396,468
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,686,188
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,082,656
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	$3,193,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,320,703
Interest on participant loans	2015-12-31	$10,861
Interest earned on other investments	2015-12-31	$41,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,333,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,477,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-191,398
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	$112,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$948,256
Contract administrator fees	2015-12-31	$3,743
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	SIKICH LLP
Accountancy firm EIN	2015-12-31	363168081
2014 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,008,650
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$104,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$101,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$757,620
Value of total assets at end of year	2014-12-31	$7,082,656
Value of total assets at beginning of year	2014-12-31	$6,178,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,123
Total interest from all sources	2014-12-31	$54,261
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$221,839
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	$221,839
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$505,905
Participant contributions at end of year	2014-12-31	$284,065
Participant contributions at beginning of year	2014-12-31	$246,637
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$903,697
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,082,656
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,178,959
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	$3,320,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,809,341
Interest on participant loans	2014-12-31	$13,011
Interest earned on other investments	2014-12-31	$41,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,477,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,122,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-25,070
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	$251,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$101,830
Contract administrator fees	2014-12-31	$3,123
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	BROCKMAN, COATS, GEDELIAN AND CO.
Accountancy firm EIN	2014-12-31	341526704
2013 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,301,625
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$625,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$624,547
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$671,336
Value of total assets at end of year	2013-12-31	$6,178,959
Value of total assets at beginning of year	2013-12-31	$5,502,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$964
Total interest from all sources	2013-12-31	$50,641
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$112,655
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	$112,655
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$451,299
Participant contributions at end of year	2013-12-31	$246,637
Participant contributions at beginning of year	2013-12-31	$174,481
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$676,114
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,178,959
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,502,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,809,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,986,377
Interest on participant loans	2013-12-31	$12,492
Interest earned on other investments	2013-12-31	$38,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,122,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,341,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$466,993
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
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	$220,037
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$624,547
Contract administrator fees	2013-12-31	$964
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
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	BROCKMAN, COATS, GEDELIAN AND CO.
Accountancy firm EIN	2013-12-31	341526704
2011 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$649,568
Expenses. Total of all expenses incurred	2011-12-31	$102,265
Benefits paid (including direct rollovers)	2011-12-31	$102,265
Total plan assets at end of year	2011-12-31	$4,620,518
Total plan assets at beginning of year	2011-12-31	$4,073,215
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$409,893
Other income received	2011-12-31	$57,717
Net income (gross income less expenses)	2011-12-31	$547,303
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,620,518
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,073,215
Assets. Value of participant loans	2011-12-31	$217,461
Total contributions received or receivable from employer(s)	2011-12-31	$181,958
Value of certain deemed distributions of participant loans	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$788,872
Expenses. Total of all expenses incurred	2010-12-31	$323,789
Benefits paid (including direct rollovers)	2010-12-31	$319,645
Total plan assets at end of year	2010-12-31	$4,073,215
Total plan assets at beginning of year	2010-12-31	$3,608,132
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$355,812
Other income received	2010-12-31	$318,294
Net income (gross income less expenses)	2010-12-31	$465,083
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,073,215
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,608,132
Assets. Value of participant loans	2010-12-31	$186,282
Total contributions received or receivable from employer(s)	2010-12-31	$114,766
Value of certain deemed distributions of participant loans	2010-12-31	$4,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN

2015: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FORGED PRODUCTS, INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333395-01

Policy instance

Insurance contract or identification number	333395-01
Number of Individuals Covered	53
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333395-01

Policy instance

Insurance contract or identification number	333395-01
Number of Individuals Covered	70
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333395-01

Policy instance

Insurance contract or identification number	333395-01
Number of Individuals Covered	73
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

037014

Policy instance

Insurance contract or identification number	037014
Number of Individuals Covered	106
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

037014

Policy instance

Insurance contract or identification number	037014
Number of Individuals Covered	89
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FORGED PRODUCTS, INC.
Employer identification number (EIN):	760088720
NAIC Classification:	332110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1984-01-12
Company Identification Number:	0068700500
Legal Registered Office Address:	6505 N HOUSTON ROSSLYN RD HOUSTON United States of America (USA) 77091