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WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 401k Plan overview

Plan NameWEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN
Plan identification number 001

WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST HOMESTEAD ENG & MACHINE CO. has sponsored the creation of one or more 401k plans.

Company Name:WEST HOMESTEAD ENG & MACHINE CO.
Employer identification number (EIN):941506700
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARL MASKIEWICZ CARL MASKIEWICZ2018-09-17
0012016-01-01CARL MASKIEWICZ
0012015-01-01CARL MASKIEWICZ CARL MASKIEWICZ2016-10-06
0012014-01-01CARL MASKIEWICZ
0012013-01-01CARL MASKIEWICZ CARL MASKIEWICZ2014-10-14
0012012-01-01CARL MASKIEWICZ CARL AMASKIEWICZ2013-10-08
0012011-01-01CARL MASKIEWICZ
0012009-01-01CARL MASKIEWICZ
0012009-01-01CARL MASKIEWICZ

Plan Statistics for WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN

401k plan membership statisitcs for WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN

Measure Date Value
2022: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01259
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01260
Number of participants with account balances2022-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01258
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-01224
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01344
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01397
Total number of active participants reported on line 7a of the Form 55002019-01-01253
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01340
Number of participants with account balances2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01365
Total number of active participants reported on line 7a of the Form 55002018-01-01257
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01378
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01363
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01118
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01353
Number of participants with account balances2017-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01359
Number of participants with account balances2016-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01395
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01384
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01418
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01391
Number of participants with account balances2014-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01416
Total number of active participants reported on line 7a of the Form 55002013-01-01306
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01100
Total of all active and inactive participants2013-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01409
Number of participants with account balances2013-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01473
Total number of active participants reported on line 7a of the Form 55002012-01-01314
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01412
Number of participants with account balances2012-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01361
Total number of active participants reported on line 7a of the Form 55002011-01-01362
Number of retired or separated participants receiving benefits2011-01-0197
Total of all active and inactive participants2011-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01462
Number of participants with account balances2011-01-01263
2009: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01510
Total number of active participants reported on line 7a of the Form 55002009-01-01352
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01436
Total participants2009-01-01436
Number of participants with account balances2009-01-01277

Financial Data on WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN

Measure Date Value
2022 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,942,137
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,225,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,151,550
Value of total corrective distributions2022-12-31$3,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,002,638
Value of total assets at end of year2022-12-31$20,370,667
Value of total assets at beginning of year2022-12-31$26,537,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,586
Total interest from all sources2022-12-31$6,624
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$229,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$229,030
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$678,327
Participant contributions at end of year2022-12-31$114,681
Participant contributions at beginning of year2022-12-31$216,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,876
Other income not declared elsewhere2022-12-31$41,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,167,230
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,370,667
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,537,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,101,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,496,998
Interest on participant loans2022-12-31$6,624
Income. Interest from loans (other than to participants)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,154,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,824,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,222,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$282,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,151,550
Contract administrator fees2022-12-31$25,004
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE
Accountancy firm EIN2022-12-31341818258
2021 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$0
Total income from all sources (including contributions)2021-12-31$4,605,519
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,479,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,388,747
Value of total corrective distributions2021-12-31$6,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,018,852
Value of total assets at end of year2021-12-31$26,537,897
Value of total assets at beginning of year2021-12-31$25,411,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,771
Total interest from all sources2021-12-31$9,330
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$200,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$200,538
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$681,434
Participant contributions at end of year2021-12-31$216,240
Participant contributions at beginning of year2021-12-31$342,095
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,206
Other income not declared elsewhere2021-12-31$38,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,126,513
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,537,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,411,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,496,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,091,622
Interest on participant loans2021-12-31$9,330
Income. Interest from loans (other than to participants)2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,824,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,971,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,338,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$329,212
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,388,747
Contract administrator fees2021-12-31$32,485
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE
Accountancy firm EIN2021-12-31341818258
2020 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$5,358,455
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,397,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,319,272
Value of total corrective distributions2020-12-31$5,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,150,259
Value of total assets at end of year2020-12-31$25,411,384
Value of total assets at beginning of year2020-12-31$22,450,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,966
Total interest from all sources2020-12-31$15,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$190,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$190,439
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$757,036
Participant contributions at end of year2020-12-31$342,095
Participant contributions at beginning of year2020-12-31$390,374
Other income not declared elsewhere2020-12-31$38,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,961,308
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,411,384
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,450,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,091,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,463,845
Interest on participant loans2020-12-31$15,871
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,971,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,595,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,962,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$393,223
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,319,272
Contract administrator fees2020-12-31$30,145
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE
Accountancy firm EIN2020-12-31341818258
2019 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2019 401k financial data
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$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$5,540,966
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,145,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,075,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,279,673
Value of total assets at end of year2019-12-31$22,450,076
Value of total assets at beginning of year2019-12-31$19,054,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,548
Total interest from all sources2019-12-31$17,029
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$242,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$242,960
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$785,170
Participant contributions at end of year2019-12-31$390,374
Participant contributions at beginning of year2019-12-31$330,418
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$120,320
Other income not declared elsewhere2019-12-31$40,744
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$3,395,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,450,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,054,869
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,463,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,209,814
Interest on participant loans2019-12-31$17,029
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,595,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,493,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,960,560
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$374,183
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,075,211
Contract administrator fees2019-12-31$34,493
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
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
Accountancy firm name2019-12-31MEADEN & MOORE
Accountancy firm EIN2019-12-31341818258
2018 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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$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$134,601
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,238,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,170,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,180,735
Value of total assets at end of year2018-12-31$19,054,869
Value of total assets at beginning of year2018-12-31$20,158,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,693
Total interest from all sources2018-12-31$10,359
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$295,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$295,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$758,372
Participant contributions at end of year2018-12-31$330,418
Participant contributions at beginning of year2018-12-31$218,172
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,103,683
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,054,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,158,552
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
Investment advisory and management fees2018-12-31$40,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,209,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,663,266
Interest on participant loans2018-12-31$10,359
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$1,256,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,493,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,351,693
Net investment gain or loss from common/collective trusts2018-12-31$0
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$372,978
Employer contributions (assets) at end of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,170,591
Contract administrator fees2018-12-31$27,317
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 name2018-12-31MEADEN & MOORE
Accountancy firm EIN2018-12-31341818258
2017 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,626,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,066,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,999,847
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,147,207
Value of total assets at end of year2017-12-31$20,158,552
Value of total assets at beginning of year2017-12-31$18,598,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,993
Total interest from all sources2017-12-31$12,348
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$268,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$268,643
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$781,308
Participant contributions at end of year2017-12-31$218,172
Participant contributions at beginning of year2017-12-31$334,353
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,075
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,559,868
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,158,552
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,598,684
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
Investment advisory and management fees2017-12-31$31,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,663,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,871,216
Interest on participant loans2017-12-31$12,348
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,256,326
Value of interest in common/collective trusts at beginning of year2017-12-31$1,393,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,198,510
Net investment gain or loss from common/collective trusts2017-12-31$0
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$360,824
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,999,847
Contract administrator fees2017-12-31$35,893
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 name2017-12-31MEADEN & MOORE
Accountancy firm EIN2017-12-31341818258
2016 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,447,360
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,370,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,306,076
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,176,191
Value of total assets at end of year2016-12-31$18,598,684
Value of total assets at beginning of year2016-12-31$19,521,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,390
Total interest from all sources2016-12-31$19,895
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$278,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$278,896
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$753,853
Participant contributions at end of year2016-12-31$334,353
Participant contributions at beginning of year2016-12-31$430,815
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-923,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,598,684
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,521,790
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
Investment advisory and management fees2016-12-31$29,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,871,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,876,336
Interest on participant loans2016-12-31$19,895
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,393,115
Value of interest in common/collective trusts at beginning of year2016-12-31$1,214,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$972,378
Net investment gain or loss from common/collective trusts2016-12-31$0
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$407,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,306,076
Contract administrator fees2016-12-31$34,494
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 name2016-12-31MEADEN & MOORE
Accountancy firm EIN2016-12-31341818258
2015 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,795,365
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,243,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,226,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,492,240
Value of total assets at end of year2015-12-31$19,521,790
Value of total assets at beginning of year2015-12-31$20,970,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,421
Total interest from all sources2015-12-31$22,799
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$233,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$233,163
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$878,903
Participant contributions at end of year2015-12-31$430,815
Participant contributions at beginning of year2015-12-31$317,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$183,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,448,520
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,521,790
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,970,310
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$7,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,876,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,108,175
Interest on participant loans2015-12-31$22,799
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,214,639
Value of interest in common/collective trusts at beginning of year2015-12-31$1,544,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$41,062
Net investment gain or loss from common/collective trusts2015-12-31$6,101
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$429,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,226,464
Contract administrator fees2015-12-31$10,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MEADEN & MOORE
Accountancy firm EIN2015-12-31341818258
2014 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,373,920
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,461,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,453,092
Expenses. Certain deemed distributions of participant loans2014-12-31$5,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,292,822
Value of total assets at end of year2014-12-31$20,970,310
Value of total assets at beginning of year2014-12-31$22,057,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,000
Total interest from all sources2014-12-31$24,439
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$250,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$250,877
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$867,449
Participant contributions at end of year2014-12-31$317,216
Participant contributions at beginning of year2014-12-31$327,200
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,087,411
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,970,310
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,057,721
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,108,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,268,459
Interest on participant loans2014-12-31$24,439
Value of interest in common/collective trusts at end of year2014-12-31$1,544,919
Value of interest in common/collective trusts at beginning of year2014-12-31$1,450,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$796,123
Net investment gain or loss from common/collective trusts2014-12-31$9,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$396,793
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,453,092
Contract administrator fees2014-12-31$3,000
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 name2014-12-31MEADEN & MOORE
Accountancy firm EIN2014-12-31341818258
2013 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,514,986
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,886,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,855,231
Value of total corrective distributions2013-12-31$23,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,377,335
Value of total assets at end of year2013-12-31$22,057,721
Value of total assets at beginning of year2013-12-31$18,429,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,905
Total interest from all sources2013-12-31$19,899
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$231,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$231,305
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$852,793
Participant contributions at end of year2013-12-31$327,200
Participant contributions at beginning of year2013-12-31$341,568
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$136,735
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$3,628,176
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,057,721
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,429,545
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,268,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,596,366
Interest on participant loans2013-12-31$19,899
Value of interest in common/collective trusts at end of year2013-12-31$1,450,874
Value of interest in common/collective trusts at beginning of year2013-12-31$1,489,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,880,265
Net investment gain or loss from common/collective trusts2013-12-31$6,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$387,807
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,855,231
Contract administrator fees2013-12-31$7,905
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 name2013-12-31MEADEN & MOORE
Accountancy firm EIN2013-12-31341818258
2012 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,555,864
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,635,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,618,361
Value of total corrective distributions2012-12-31$9,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,210,771
Value of total assets at end of year2012-12-31$18,429,545
Value of total assets at beginning of year2012-12-31$16,509,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,755
Total interest from all sources2012-12-31$24,525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$286,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$286,626
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$841,857
Participant contributions at end of year2012-12-31$341,568
Participant contributions at beginning of year2012-12-31$331,887
Participant contributions at end of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,919,869
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,429,545
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,509,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,596,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,177,789
Interest on participant loans2012-12-31$24,525
Value of interest in common/collective trusts at end of year2012-12-31$1,489,900
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,025,018
Net investment gain or loss from common/collective trusts2012-12-31$8,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$364,089
Employer contributions (assets) at end of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,618,361
Contract administrator fees2012-12-31$7,755
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE
Accountancy firm EIN2012-12-31341818258
2011 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$652,666
Total of all expenses incurred2011-12-31$1,355,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,340,557
Expenses. Certain deemed distributions of participant loans2011-12-31$2,276
Value of total corrective distributions2011-12-31$9,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,244,325
Value of total assets at end of year2011-12-31$16,509,676
Value of total assets at beginning of year2011-12-31$17,212,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,075
Total interest from all sources2011-12-31$49,401
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$255,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$255,175
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$900,823
Participant contributions at end of year2011-12-31$331,887
Participant contributions at beginning of year2011-12-31$298,734
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,513
Administrative expenses (other) incurred2011-12-31$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-703,181
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,509,676
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,212,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,177,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,914,123
Interest on participant loans2011-12-31$28,491
Interest earned on other investments2011-12-31$20,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-896,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$335,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,340,557
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,943,678
Total of all expenses incurred2010-12-31$1,338,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,324,979
Expenses. Certain deemed distributions of participant loans2010-12-31$10,775
Value of total corrective distributions2010-12-31$477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,207,390
Value of total assets at end of year2010-12-31$17,212,857
Value of total assets at beginning of year2010-12-31$15,607,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,000
Total interest from all sources2010-12-31$55,589
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$276,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$276,559
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$879,382
Participant contributions at end of year2010-12-31$298,734
Participant contributions at beginning of year2010-12-31$288,459
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,405
Administrative expenses (other) incurred2010-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,605,447
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,212,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,607,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,914,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,318,951
Interest on participant loans2010-12-31$27,902
Interest earned on other investments2010-12-31$27,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,404,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$313,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,324,979
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258
2009 : WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN

2022: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WEST HOMESTEAD ENGINEERING MACHINE CO.401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812016
Policy instance 1
Insurance contract or identification number812016
Number of Individuals Covered204
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812016
Policy instance 1
Insurance contract or identification number812016
Number of Individuals Covered44
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812016
Policy instance 1
Insurance contract or identification number812016
Number of Individuals Covered275
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812016
Policy instance 1
Insurance contract or identification number812016
Number of Individuals Covered267
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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