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CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

CONTROLLED MOTION SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:CONTROLLED MOTION SOLUTIONS
Employer identification number (EIN):770532879
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012019-01-01MARK LAW2020-10-15
0012019-01-01MARK LAW2020-11-11
0012018-01-01MARK LAW2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01MARK LAW MARK LAW2016-10-17
0012015-01-01
0012014-01-01MARK A LAW MARK A LAW2015-10-15
0012013-01-01MARK LAW MARK LAW2015-03-03
0012012-01-01MARK LAW MARK LAW2013-10-10
0012011-01-01MARK LAW2012-07-19 MARK LAW2012-07-19
0012010-01-01MARK A LAW2011-10-07 MARK A LAW2011-10-07

Plan Statistics for CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01187
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01174
Number of participants with account balances2019-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01176
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01165
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01153
Total participants2014-01-01153
Number of participants with account balances2014-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01149
Total participants2013-01-01149
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01117
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01125
Total participants2012-01-01125
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$71
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$71
Total income from all sources (including contributions)2019-12-31$4,150,273
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$2,661,053
Total of all expenses incurred2019-12-31$2,661,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,560,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,560,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,031,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,031,012
Value of total assets at end of year2019-12-31$18,588,169
Value of total assets at end of year2019-12-31$18,588,169
Value of total assets at beginning of year2019-12-31$17,098,643
Value of total assets at beginning of year2019-12-31$17,098,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,373
Total interest from all sources2019-12-31$18,029
Total interest from all sources2019-12-31$18,029
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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$786,805
Contributions received from participants2019-12-31$786,805
Participant contributions at end of year2019-12-31$337,760
Participant contributions at end of year2019-12-31$337,760
Participant contributions at beginning of year2019-12-31$361,696
Participant contributions at beginning of year2019-12-31$361,696
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,506
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$71
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$71
Other income not declared elsewhere2019-12-31$-18,679
Other income not declared elsewhere2019-12-31$-18,679
Total non interest bearing cash at end of year2019-12-31$3,587
Total non interest bearing cash at end of year2019-12-31$3,587
Total non interest bearing cash at beginning of year2019-12-31$19,746
Total non interest bearing cash at beginning of year2019-12-31$19,746
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$1,489,220
Value of net income/loss2019-12-31$1,489,220
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,587,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,587,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,098,572
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,098,572
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 pooled separate accounts at end of year2019-12-31$15,644,324
Value of interest in pooled separate accounts at end of year2019-12-31$15,644,324
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,869,440
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,869,440
Interest on participant loans2019-12-31$17,075
Interest on participant loans2019-12-31$17,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,588,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,588,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,352,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,352,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,352,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,352,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,178
Net investment gain/loss from pooled separate accounts2019-12-31$3,119,911
Net investment gain/loss from pooled separate accounts2019-12-31$3,119,911
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$196,701
Contributions received in cash from employer2019-12-31$196,701
Employer contributions (assets) at end of year2019-12-31$63
Employer contributions (assets) at end of year2019-12-31$63
Employer contributions (assets) at beginning of year2019-12-31$417,763
Employer contributions (assets) at beginning of year2019-12-31$417,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,560,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,560,680
Contract administrator fees2019-12-31$100,373
Contract administrator fees2019-12-31$100,373
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
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 name2019-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm name2019-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2019-12-31463185812
Accountancy firm EIN2019-12-31463185812
2018 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$71
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,498
Total income from all sources (including contributions)2018-12-31$474,052
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$272,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$182,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,494,235
Value of total assets at end of year2018-12-31$17,098,643
Value of total assets at beginning of year2018-12-31$16,905,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,872
Total interest from all sources2018-12-31$15,208
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$815,920
Participant contributions at end of year2018-12-31$361,696
Participant contributions at beginning of year2018-12-31$278,878
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,821
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$71
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,498
Other income not declared elsewhere2018-12-31$19,728
Total non interest bearing cash at end of year2018-12-31$19,746
Total non interest bearing cash at beginning of year2018-12-31$14,878
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$201,506
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,098,572
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,897,066
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 pooled separate accounts at end of year2018-12-31$13,869,440
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,541,535
Interest on participant loans2018-12-31$14,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,352,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,639,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,639,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$77,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$56,741
Net investment gain/loss from pooled separate accounts2018-12-31$-1,055,119
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$621,620
Employer contributions (assets) at end of year2018-12-31$417,763
Employer contributions (assets) at beginning of year2018-12-31$370,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$182,674
Contract administrator fees2018-12-31$89,872
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 name2018-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2018-12-31463185812
2017 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,579
Total income from all sources (including contributions)2017-12-31$3,391,491
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$616,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$538,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,347,822
Value of total assets at end of year2017-12-31$16,905,564
Value of total assets at beginning of year2017-12-31$14,130,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,721
Total interest from all sources2017-12-31$12,226
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$765,974
Participant contributions at end of year2017-12-31$278,878
Participant contributions at beginning of year2017-12-31$281,644
Participant contributions at end of year2017-12-31$3,821
Participant contributions at beginning of year2017-12-31$2,163
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,579
Other income not declared elsewhere2017-12-31$88
Total non interest bearing cash at end of year2017-12-31$14,878
Total non interest bearing cash at beginning of year2017-12-31$7,475
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$2,775,035
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,897,066
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,122,031
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 pooled separate accounts at end of year2017-12-31$14,541,535
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,194,022
Interest on participant loans2017-12-31$11,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,639,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,219,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,219,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$56,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,086
Net investment gain/loss from pooled separate accounts2017-12-31$2,031,355
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$555,954
Employer contributions (assets) at end of year2017-12-31$370,209
Employer contributions (assets) at beginning of year2017-12-31$380,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$538,735
Contract administrator fees2017-12-31$77,721
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 name2017-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2017-12-31463185812
2016 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,538
Total income from all sources (including contributions)2016-12-31$2,005,344
Total of all expenses incurred2016-12-31$121,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$56,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,208,761
Value of total assets at end of year2016-12-31$14,130,610
Value of total assets at beginning of year2016-12-31$12,246,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,873
Total interest from all sources2016-12-31$11,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$666,648
Participant contributions at end of year2016-12-31$281,644
Participant contributions at beginning of year2016-12-31$299,368
Participant contributions at end of year2016-12-31$2,163
Participant contributions at beginning of year2016-12-31$2,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,538
Other income not declared elsewhere2016-12-31$2,468
Total non interest bearing cash at end of year2016-12-31$7,475
Total non interest bearing cash at beginning of year2016-12-31$4,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,884,071
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,122,031
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,237,960
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 pooled separate accounts at end of year2016-12-31$12,194,022
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,249,925
Interest on participant loans2016-12-31$11,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,219,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,183,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,183,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,086
Net investment gain/loss from pooled separate accounts2016-12-31$782,527
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$542,113
Employer contributions (assets) at end of year2016-12-31$380,785
Employer contributions (assets) at beginning of year2016-12-31$506,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$56,400
Contract administrator fees2016-12-31$64,873
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 name2016-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2016-12-31463185812
2015 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,538
Total income from all sources (including contributions)2015-12-31$1,158,022
Total of all expenses incurred2015-12-31$117,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,317,684
Value of total assets at end of year2015-12-31$12,246,498
Value of total assets at beginning of year2015-12-31$11,205,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,566
Total interest from all sources2015-12-31$23,774
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$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$645,409
Participant contributions at end of year2015-12-31$299,368
Participant contributions at beginning of year2015-12-31$274,042
Participant contributions at end of year2015-12-31$2,182
Participant contributions at beginning of year2015-12-31$2,182
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,538
Other income not declared elsewhere2015-12-31$10,966
Total non interest bearing cash at end of year2015-12-31$4,725
Total non interest bearing cash at beginning of year2015-12-31$2,580
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$1,040,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,237,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,197,240
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
Investment advisory and management fees2015-12-31$1,400
Value of interest in pooled separate accounts at end of year2015-12-31$10,249,925
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,945,665
Interest on participant loans2015-12-31$12,618
Interest earned on other investments2015-12-31$11,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,183,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,515,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,515,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$190
Net investment gain/loss from pooled separate accounts2015-12-31$-183,436
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$647,513
Employer contributions (assets) at end of year2015-12-31$506,383
Employer contributions (assets) at beginning of year2015-12-31$463,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,736
Contract administrator fees2015-12-31$57,166
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 name2015-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2015-12-31463185812
2014 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,125
Total income from all sources (including contributions)2014-12-31$1,539,360
Total of all expenses incurred2014-12-31$560,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$481,753
Expenses. Certain deemed distributions of participant loans2014-12-31$16,600
Value of total corrective distributions2014-12-31$8,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,140,976
Value of total assets at end of year2014-12-31$11,187,428
Value of total assets at beginning of year2014-12-31$10,206,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,286
Total interest from all sources2014-12-31$22,386
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$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$537,492
Participant contributions at end of year2014-12-31$274,042
Participant contributions at beginning of year2014-12-31$296,951
Participant contributions at end of year2014-12-31$2,182
Participant contributions at beginning of year2014-12-31$2,182
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,125
Other income not declared elsewhere2014-12-31$2,060
Administrative expenses (other) incurred2014-12-31$2,050
Total non interest bearing cash at end of year2014-12-31$2,580
Total non interest bearing cash at beginning of year2014-12-31$2,131
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$978,388
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,178,890
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,200,502
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
Investment advisory and management fees2014-12-31$52,236
Value of interest in pooled separate accounts at end of year2014-12-31$8,945,665
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,834,641
Interest on participant loans2014-12-31$12,401
Interest earned on other investments2014-12-31$9,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,515,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,757,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,757,501
Net investment gain/loss from pooled separate accounts2014-12-31$373,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$573,040
Employer contributions (assets) at end of year2014-12-31$445,126
Employer contributions (assets) at beginning of year2014-12-31$313,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$481,753
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 name2014-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2014-12-31463185812
2013 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,125
Total income from all sources (including contributions)2013-12-31$2,170,144
Total of all expenses incurred2013-12-31$78,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,993
Value of total corrective distributions2013-12-31$2,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$941,843
Value of total assets at end of year2013-12-31$10,206,627
Value of total assets at beginning of year2013-12-31$8,115,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,984
Total interest from all sources2013-12-31$16,312
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$200,000
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$503,797
Participant contributions at end of year2013-12-31$296,951
Participant contributions at beginning of year2013-12-31$277,596
Participant contributions at end of year2013-12-31$2,182
Participant contributions at beginning of year2013-12-31$2,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,125
Administrative expenses (other) incurred2013-12-31$1,200
Total non interest bearing cash at end of year2013-12-31$2,131
Total non interest bearing cash at beginning of year2013-12-31$995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,091,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,200,502
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,109,116
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
Investment advisory and management fees2013-12-31$44,784
Value of interest in pooled separate accounts at end of year2013-12-31$7,834,641
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,426,416
Interest on participant loans2013-12-31$12,940
Interest earned on other investments2013-12-31$3,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,757,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,137,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,137,213
Net investment gain/loss from pooled separate accounts2013-12-31$1,211,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$438,046
Employer contributions (assets) at end of year2013-12-31$313,221
Employer contributions (assets) at beginning of year2013-12-31$270,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,993
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 name2013-12-31PARSONS VICKERS PARSONS & COMPANY
Accountancy firm EIN2013-12-31463185812
2012 : CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$6,125
Total plan liabilities at beginning of year2012-12-31$295
Total income from all sources2012-12-31$1,574,272
Expenses. Total of all expenses incurred2012-12-31$78,658
Benefits paid (including direct rollovers)2012-12-31$40,679
Total plan assets at end of year2012-12-31$8,115,241
Total plan assets at beginning of year2012-12-31$6,613,797
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$458,014
Contributions received from other sources (not participants or employers)2012-12-31$698
Other income received2012-12-31$731,244
Net income (gross income less expenses)2012-12-31$1,495,614
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,109,116
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,613,502
Assets. Value of participant loans2012-12-31$277,596
Total contributions received or receivable from employer(s)2012-12-31$384,316
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$37,979

Form 5500 Responses for CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN

2019: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CONTROLLED MOTION SOLUTIONS 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered162
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $57,036
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees45052
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered159
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $71,168
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees63212
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered165
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75,643
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $55,794
Total amount of fees paid to insurance companyUSD $1,400
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $50,893
Total amount of fees paid to insurance companyUSD $2,050
Commission paid to Insurance BrokerUSD $12,317
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDISTRIBUTION AND LOAN ORIGINATION FEES
Insurance broker nameNFP ADVISOR SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $43,004
Total amount of fees paid to insurance companyUSD $1,200
Commission paid to Insurance BrokerUSD $43,004
Insurance broker organization code?3
Amount paid for insurance broker fees1200
Additional information about fees paid to insurance brokerDISTRIBUTION FEES
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22474
Policy instance 1
Insurance contract or identification number22474
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,626
Total amount of fees paid to insurance companyUSD $1,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,626
Insurance broker organization code?3
Amount paid for insurance broker fees1600
Additional information about fees paid to insurance brokerDISTRIBUTION FEES
Insurance broker nameVANGUARD GROUP, INC.

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