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Plan Name | APERGY USA, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CHAMPIONX CORPORATION |
Employer identification number (EIN): | 823066935 |
NAIC Classification: | 333100 |
Additional information about CHAMPIONX CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2018-09-11 |
Company Identification Number: | 0803118935 |
Legal Registered Office Address: |
2445 TECHNOLOGY BLVD BLDG 4 FLR 12 THE WOODLANDS United States of America (USA) 77381 |
More information about CHAMPIONX CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 |
Measure | Date | Value |
---|---|---|
2021: APERGY USA, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,444 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: APERGY USA, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,382 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,698 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 744 |
Total of all active and inactive participants | 2020-01-01 | 2,442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2,444 |
Number of participants with account balances | 2020-01-01 | 2,383 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 319 |
2019: APERGY USA, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,425 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,535 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 830 |
Total of all active and inactive participants | 2019-01-01 | 3,365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3,368 |
Number of participants with account balances | 2019-01-01 | 3,215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 149 |
2018: APERGY USA, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,883 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 541 |
Total of all active and inactive participants | 2018-01-01 | 3,424 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 3,425 |
Number of participants with account balances | 2018-01-01 | 2,974 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 128 |
Measure | Date | Value |
---|---|---|
2021 : APERGY USA, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $220,351,849 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $47,291,401 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $21,162,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $21,028,923 |
Value of total corrective distributions | 2021-12-31 | $5,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $20,989,395 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $194,222,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $127,600 |
Total interest from all sources | 2021-12-31 | $221,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,853,923 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,853,923 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $11,987,620 |
Participant contributions at beginning of year | 2021-12-31 | $4,017,424 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,055,377 |
Other income not declared elsewhere | 2021-12-31 | $69,852 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $26,129,289 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $194,222,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $28,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $142,615,824 |
Interest on participant loans | 2021-12-31 | $221,555 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $47,396,259 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $16,609,600 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $6,547,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $6,946,398 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $193,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $21,028,923 |
Contract administrator fees | 2021-12-31 | $99,197 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2021-12-31 | 750786316 |
2020 : APERGY USA, INC. 401(K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $44,206,977 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $45,428,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $45,119,755 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-21,100 |
Value of total corrective distributions | 2020-12-31 | $15,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,974,114 |
Value of total assets at end of year | 2020-12-31 | $194,222,560 |
Value of total assets at beginning of year | 2020-12-31 | $195,444,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $314,342 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $227,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,331,073 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,331,073 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $9,895,589 |
Participant contributions at end of year | 2020-12-31 | $4,017,424 |
Participant contributions at beginning of year | 2020-12-31 | $5,476,084 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $899,927 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $124,267 |
Administrative expenses (other) incurred | 2020-12-31 | $314,342 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $-3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $-1,221,921 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $194,222,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $195,444,481 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $142,615,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $144,674,441 |
Interest on participant loans | 2020-12-31 | $227,932 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $47,396,259 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $45,293,959 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,208,272 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,341,319 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $8,178,598 |
Employer contributions (assets) at end of year | 2020-12-31 | $193,053 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $45,119,755 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : APERGY USA, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $63,002,137 |
Total loss/gain on sale of assets | 2019-12-31 | $5,976,132 |
Total of all expenses incurred | 2019-12-31 | $21,735,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $21,320,199 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $91,155 |
Value of total corrective distributions | 2019-12-31 | $2,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $25,265,228 |
Value of total assets at end of year | 2019-12-31 | $195,444,481 |
Value of total assets at beginning of year | 2019-12-31 | $154,177,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $321,634 |
Total interest from all sources | 2019-12-31 | $312,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,972,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,972,875 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $12,722,320 |
Participant contributions at end of year | 2019-12-31 | $5,476,084 |
Participant contributions at beginning of year | 2019-12-31 | $6,128,628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,143,242 |
Other income not declared elsewhere | 2019-12-31 | $100,910 |
Administrative expenses (other) incurred | 2019-12-31 | $321,634 |
Total non interest bearing cash at end of year | 2019-12-31 | $-3 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $-466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $41,266,703 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $195,444,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $154,177,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $144,674,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $71,483,339 |
Interest on participant loans | 2019-12-31 | $312,212 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $45,293,959 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $61,102,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $18,992,518 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,382,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $11,399,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $21,320,199 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $15,464,012 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $20,508,924 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $14,532,792 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : APERGY USA, INC. 401(K) PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-3,118,515 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-3,118,515 |
Total transfer of assets to this plan | 2018-12-31 | $155,668,547 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $11,329,899 |
Total loss/gain on sale of assets | 2018-12-31 | $-82,259 |
Total of all expenses incurred | 2018-12-31 | $12,820,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $12,623,252 |
Value of total corrective distributions | 2018-12-31 | $7,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $23,760,890 |
Value of total assets at end of year | 2018-12-31 | $154,177,778 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $189,556 |
Total interest from all sources | 2018-12-31 | $259,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,576,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,576,078 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $10,553,564 |
Participant contributions at end of year | 2018-12-31 | $6,128,628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,732,092 |
Other income not declared elsewhere | 2018-12-31 | $366,712 |
Administrative expenses (other) incurred | 2018-12-31 | $189,556 |
Total non interest bearing cash at end of year | 2018-12-31 | $-466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,490,769 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $154,177,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $71,483,339 |
Interest on participant loans | 2018-12-31 | $259,712 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $61,102,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-7,011,137 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-4,421,582 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $9,475,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $12,623,252 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $15,464,012 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $5,314,665 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $5,396,924 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2021: APERGY USA, INC. 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: APERGY USA, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: APERGY USA, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: APERGY USA, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |