METSO MCCLOSKEY USA, LLC DBA LIPPMANN MILWAUKEE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIPPMANN MILWAUKEE 401(K) PLAN
Measure | Date | Value |
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2022 : LIPPMANN MILWAUKEE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-436,423 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $488,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $450,239 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $3,211 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $620,141 |
Value of total assets at end of year | 2022-12-31 | $5,517,723 |
Value of total assets at beginning of year | 2022-12-31 | $6,443,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,539 |
Total interest from all sources | 2022-12-31 | $5,554 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $35,539 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $547,355 |
Participant contributions at end of year | 2022-12-31 | $142,649 |
Participant contributions at beginning of year | 2022-12-31 | $85,808 |
Participant contributions at end of year | 2022-12-31 | $16,196 |
Participant contributions at beginning of year | 2022-12-31 | $743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,225 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-925,412 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,517,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,443,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,141,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,940,131 |
Interest on participant loans | 2022-12-31 | $5,554 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $214,857 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $416,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,062,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $71,561 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,711 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $450,239 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : LIPPMANN MILWAUKEE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $219 |
Total income from all sources (including contributions) | 2021-12-31 | $1,309,647 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $758,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $717,742 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $4,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $539,789 |
Value of total assets at end of year | 2021-12-31 | $6,443,135 |
Value of total assets at beginning of year | 2021-12-31 | $5,892,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,395 |
Total interest from all sources | 2021-12-31 | $4,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $36,395 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 | $460,391 |
Participant contributions at end of year | 2021-12-31 | $85,808 |
Participant contributions at beginning of year | 2021-12-31 | $79,109 |
Participant contributions at end of year | 2021-12-31 | $743 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,843 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $219 |
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 | $551,199 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,443,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,891,936 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,940,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,656,453 |
Interest on participant loans | 2021-12-31 | $4,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $416,453 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $154,294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $765,122 |
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 | Yes |
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 | $75,555 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $717,742 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : LIPPMANN MILWAUKEE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,451,687 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $219 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,734 |
Total income from all sources (including contributions) | 2020-12-31 | $1,529,322 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,753,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,709,235 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $15,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $563,119 |
Value of total assets at end of year | 2020-12-31 | $5,892,155 |
Value of total assets at beginning of year | 2020-12-31 | $3,665,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,970 |
Total interest from all sources | 2020-12-31 | $4,761 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $27,970 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 |
Contributions received from participants | 2020-12-31 | $447,060 |
Participant contributions at end of year | 2020-12-31 | $79,109 |
Participant contributions at beginning of year | 2020-12-31 | $93,653 |
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 | $31,396 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $219 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,734 |
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 |
Value of net income/loss | 2020-12-31 | $-223,721 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,891,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,663,970 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,656,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,459,002 |
Interest on participant loans | 2020-12-31 | $4,761 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $154,294 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $113,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $961,442 |
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 | $84,663 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,299 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,709,235 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |