401k Plan data: ESCO CORPORATION 401K PLAN plan

ESCO CORPORATION 401K PLAN 401k Plan overview

Plan Name	ESCO CORPORATION 401K PLAN
Plan identification number	006

ESCO CORPORATION 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ESCO GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: ESCO GROUP LLC

Employer identification number (EIN): 830707182

NAIC Classification: 331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESCO CORPORATION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2019-01-01
006 2018-01-01
006 2018-01-01

Plan Statistics for ESCO CORPORATION 401K PLAN

401k plan membership statisitcs for ESCO CORPORATION 401K PLAN

Measure Date Value
2019: ESCO CORPORATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,740
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ESCO CORPORATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,684
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,031
Number of retired or separated participants receiving benefits 2018-01-01 39
Number of other retired or separated participants entitled to future benefits 2018-01-01 663
Total of all active and inactive participants 2018-01-01 1,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 7
Total participants 2018-01-01 1,740
Number of participants with account balances 2018-01-01 1,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 63

Measure	Date	Value
2019: ESCO CORPORATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,740
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ESCO CORPORATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,684
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,031
Number of retired or separated participants receiving benefits	2018-01-01	39
Number of other retired or separated participants entitled to future benefits	2018-01-01	663
Total of all active and inactive participants	2018-01-01	1,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	7
Total participants	2018-01-01	1,740
Number of participants with account balances	2018-01-01	1,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	63

Financial Data on ESCO CORPORATION 401K PLAN

Measure	Date	Value
2019 : ESCO CORPORATION 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-27	$0
Total transfer of assets from this plan	2019-12-27	$203,035,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-27	$71,554
Total income from all sources (including contributions)	2019-12-27	$48,798,418
Total loss/gain on sale of assets	2019-12-27	$0
Total of all expenses incurred	2019-12-27	$23,427,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-27	$23,134,380
Value of total corrective distributions	2019-12-27	$67,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-27	$10,836,103
Value of total assets at end of year	2019-12-27	$0
Value of total assets at beginning of year	2019-12-27	$177,735,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-27	$225,027
Total interest from all sources	2019-12-27	$115,739
Total dividends received (eg from common stock, registered investment company shares)	2019-12-27	$6,765,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-27	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-27	$6,765,745
Was this plan covered by a fidelity bond	2019-12-27	Yes
Value of fidelity bond cover	2019-12-27	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-27	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-27	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-27	No
Contributions received from participants	2019-12-27	$6,318,367
Participant contributions at end of year	2019-12-27	$0
Participant contributions at beginning of year	2019-12-27	$1,962,285
Participant contributions at end of year	2019-12-27	$0
Participant contributions at beginning of year	2019-12-27	$154,641
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-27	$393,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-27	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-27	$71,554
Other income not declared elsewhere	2019-12-27	$-28,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-27	No
Value of net income/loss	2019-12-27	$25,371,286
Value of net assets at end of year (total assets less liabilities)	2019-12-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-27	$177,664,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-27	No
Were any leases to which the plan was party in default or uncollectible	2019-12-27	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-27	$166,665,846
Interest on participant loans	2019-12-27	$115,739
Value of interest in common/collective trusts at end of year	2019-12-27	$0
Value of interest in common/collective trusts at beginning of year	2019-12-27	$8,479,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-27	$30,889,587
Net investment gain or loss from common/collective trusts	2019-12-27	$219,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-27	No
Was there a failure to transmit to the plan any participant contributions	2019-12-27	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-27	No
Contributions received in cash from employer	2019-12-27	$4,124,082
Employer contributions (assets) at end of year	2019-12-27	$0
Employer contributions (assets) at beginning of year	2019-12-27	$473,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-27	$23,134,380
Contract administrator fees	2019-12-27	$225,027
Did the plan have assets held for investment	2019-12-27	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	2019-12-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-27	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-27	Disclaimer
Accountancy firm name	2019-12-27	MOSS ADAMS, LLP
Accountancy firm EIN	2019-12-27	910189318
2018 : ESCO CORPORATION 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$29,658,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$71,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$62,872
Total income from all sources (including contributions)	2018-12-31	$714,342
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$17,757,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$17,489,200
Value of total corrective distributions	2018-12-31	$71,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,445,801
Value of total assets at end of year	2018-12-31	$177,735,800
Value of total assets at beginning of year	2018-12-31	$165,111,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$197,322
Total interest from all sources	2018-12-31	$85,064
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,044,991
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	$7,044,991
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$5,880,253
Participant contributions at end of year	2018-12-31	$1,962,285
Participant contributions at beginning of year	2018-12-31	$1,696,162
Participant contributions at end of year	2018-12-31	$154,641
Participant contributions at beginning of year	2018-12-31	$149,192
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$510,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$71,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$62,872
Other income not declared elsewhere	2018-12-31	$507
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	$-17,043,339
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$177,664,246
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$165,048,668
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	$166,665,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$154,775,278
Interest on participant loans	2018-12-31	$85,064
Value of interest in common/collective trusts at end of year	2018-12-31	$8,479,546
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,971,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,043,308
Net investment gain or loss from common/collective trusts	2018-12-31	$181,287
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	$4,055,507
Employer contributions (assets) at end of year	2018-12-31	$473,482
Employer contributions (assets) at beginning of year	2018-12-31	$519,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$17,489,200
Contract administrator fees	2018-12-31	$197,322
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
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	MOSS ADAMS, LLP
Accountancy firm EIN	2018-12-31	910189318

Form 5500 Responses for ESCO CORPORATION 401K PLAN

2019: ESCO CORPORATION 401K 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ESCO CORPORATION 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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

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Company Name:	ESCO GROUP LLC
Employer identification number (EIN):	830707182
NAIC Classification:	331500