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Plan Name | COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COLUMBIA STEEL, INC. |
Employer identification number (EIN): | 953192911 |
NAIC Classification: | 332300 |
Additional information about COLUMBIA STEEL, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1996-08-06 |
Company Identification Number: | 2054512 |
Legal Registered Office Address: |
2631 MELLICK ROAD Nassau BELLMORE United States of America (USA) 11710 |
More information about COLUMBIA STEEL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-07-01 | ||||
002 | 2019-07-01 | ||||
002 | 2018-07-01 | ||||
002 | 2017-07-01 | ||||
002 | 2016-07-01 | GUSTAVO W. THEISEN | |||
002 | 2015-07-01 | GUSTAVO W. THEISEN | |||
002 | 2014-07-01 | GUSTAVO W. THEISEN | |||
002 | 2013-07-01 | GUSTAVO W. THEISEN | |||
002 | 2012-07-01 | GUSTAVO W. THEISEN | |||
002 | 2011-07-01 | GUSTAVO W. THEISEN | GUSTAVO W. THEISEN | 2013-04-04 | |
002 | 2009-07-01 | GUSTAVO THEISEN | GUSTAVO THEISEN | 2011-04-05 |
Measure | Date | Value |
---|---|---|
2020: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 77 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 49 |
Total of all active and inactive participants | 2020-07-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 2 |
Total participants | 2020-07-01 | 142 |
Number of participants with account balances | 2020-07-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 11 |
2019: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 79 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 30 |
Total of all active and inactive participants | 2019-07-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 131 |
Number of participants with account balances | 2019-07-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 7 |
2018: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 62 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 52 |
Total of all active and inactive participants | 2018-07-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 126 |
Number of participants with account balances | 2018-07-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 10 |
2017: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 74 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 23 |
Total of all active and inactive participants | 2017-07-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 2 |
Total participants | 2017-07-01 | 117 |
Number of participants with account balances | 2017-07-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 7 |
2016: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 77 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 26 |
Total of all active and inactive participants | 2016-07-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 2 |
Total participants | 2016-07-01 | 125 |
Number of participants with account balances | 2016-07-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 7 |
2015: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 74 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 30 |
Total of all active and inactive participants | 2015-07-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 1 |
Total participants | 2015-07-01 | 116 |
Number of participants with account balances | 2015-07-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 8 |
2014: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 67 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 17 |
Total of all active and inactive participants | 2014-07-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 2 |
Total participants | 2014-07-01 | 98 |
Number of participants with account balances | 2014-07-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 2 |
2013: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 57 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 15 |
Total of all active and inactive participants | 2013-07-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 1 |
Total participants | 2013-07-01 | 86 |
Number of participants with account balances | 2013-07-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 1 |
2012: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 90 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 17 |
Total of all active and inactive participants | 2012-07-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1 |
Total participants | 2012-07-01 | 121 |
Number of participants with account balances | 2012-07-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 60 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 22 |
Total of all active and inactive participants | 2011-07-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
Total participants | 2011-07-01 | 83 |
Number of participants with account balances | 2011-07-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 3 |
2009: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 60 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 31 |
Total of all active and inactive participants | 2009-07-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 91 |
Number of participants with account balances | 2009-07-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 9 |
Measure | Date | Value |
---|---|---|
2021 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $-368,664 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $-368,664 |
Total income from all sources (including contributions) | 2021-06-30 | $-329,038 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $39,626 |
Value of total assets at end of year | 2021-06-30 | $5,403,094 |
Value of total assets at beginning of year | 2021-06-30 | $5,732,132 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Total non interest bearing cash at end of year | 2021-06-30 | $232 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $232 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $-329,038 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $5,403,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $5,732,132 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Assets. Invements in employer securities at end of year | 2021-06-30 | $5,402,840 |
Assets. Invements in employer securities at beginning of year | 2021-06-30 | $5,606,900 |
Contributions received in cash from employer | 2021-06-30 | $39,626 |
Employer contributions (assets) at end of year | 2021-06-30 | $22 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $125,000 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-06-30 | 410746749 |
2020 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $-505,895 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $-505,895 |
Total income from all sources (including contributions) | 2020-06-30 | $-379,695 |
Total of all expenses incurred | 2020-06-30 | $783,184 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $783,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $126,200 |
Value of total assets at end of year | 2020-06-30 | $5,732,132 |
Value of total assets at beginning of year | 2020-06-30 | $6,895,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Total non interest bearing cash at end of year | 2020-06-30 | $232 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $1,790 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-1,162,879 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $5,732,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $6,895,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Assets. Invements in employer securities at end of year | 2020-06-30 | $5,606,900 |
Assets. Invements in employer securities at beginning of year | 2020-06-30 | $6,893,221 |
Contributions received in cash from employer | 2020-06-30 | $126,200 |
Employer contributions (assets) at end of year | 2020-06-30 | $125,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $783,184 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-06-30 | 410746749 |
2019 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $930,813 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $930,813 |
Total income from all sources (including contributions) | 2019-06-30 | $930,813 |
Total of all expenses incurred | 2019-06-30 | $631,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $631,280 |
Value of total assets at end of year | 2019-06-30 | $6,895,011 |
Value of total assets at beginning of year | 2019-06-30 | $6,595,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Total non interest bearing cash at end of year | 2019-06-30 | $1,790 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $1,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $299,533 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $6,895,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $6,595,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Assets. Invements in employer securities at end of year | 2019-06-30 | $6,893,221 |
Assets. Invements in employer securities at beginning of year | 2019-06-30 | $6,593,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $631,280 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-06-30 | 410746749 |
2018 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $1,118,002 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $1,118,002 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $82,584 |
Total income from all sources (including contributions) | 2018-06-30 | $1,567,279 |
Total of all expenses incurred | 2018-06-30 | $450,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $448,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $449,277 |
Value of total assets at end of year | 2018-06-30 | $6,595,478 |
Value of total assets at beginning of year | 2018-06-30 | $5,561,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Administrative expenses (other) incurred | 2018-06-30 | $1,540 |
Total non interest bearing cash at end of year | 2018-06-30 | $1,917 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $85,546 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $1,116,957 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $6,595,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $5,478,521 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Assets. Invements in employer securities at end of year | 2018-06-30 | $6,593,561 |
Assets. Invements in employer securities at beginning of year | 2018-06-30 | $5,475,559 |
Contributions received in cash from employer | 2018-06-30 | $449,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $448,782 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $82,584 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-06-30 | 410746749 |
2017 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $424,194 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $424,194 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $82,584 |
Total income from all sources (including contributions) | 2017-06-30 | $548,494 |
Total of all expenses incurred | 2017-06-30 | $308,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $308,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $124,300 |
Value of total assets at end of year | 2017-06-30 | $5,561,105 |
Value of total assets at beginning of year | 2017-06-30 | $5,238,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Administrative expenses (other) incurred | 2017-06-30 | $105 |
Total non interest bearing cash at end of year | 2017-06-30 | $85,546 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $3,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $240,227 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $5,478,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $5,238,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Assets. Invements in employer securities at end of year | 2017-06-30 | $5,475,559 |
Assets. Invements in employer securities at beginning of year | 2017-06-30 | $5,235,000 |
Contributions received in cash from employer | 2017-06-30 | $124,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $308,162 |
Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $82,584 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-06-30 | 410746749 |
2016 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total income from all sources | 2016-06-30 | $338,790 |
Expenses. Total of all expenses incurred | 2016-06-30 | $71,614 |
Benefits paid (including direct rollovers) | 2016-06-30 | $71,159 |
Total plan assets at end of year | 2016-06-30 | $5,238,294 |
Total plan assets at beginning of year | 2016-06-30 | $4,971,118 |
Value of fidelity bond covering the plan | 2016-06-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $455 |
Other income received | 2016-06-30 | $265,790 |
Net income (gross income less expenses) | 2016-06-30 | $267,176 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $5,238,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $4,971,118 |
Assets. Value of employer securities | 2016-06-30 | $5,235,000 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $73,000 |
2015 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total income from all sources | 2015-06-30 | $-1,204,540 |
Expenses. Total of all expenses incurred | 2015-06-30 | $238,375 |
Benefits paid (including direct rollovers) | 2015-06-30 | $237,745 |
Total plan assets at end of year | 2015-06-30 | $4,971,118 |
Total plan assets at beginning of year | 2015-06-30 | $6,414,033 |
Value of fidelity bond covering the plan | 2015-06-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $630 |
Other income received | 2015-06-30 | $-1,442,540 |
Net income (gross income less expenses) | 2015-06-30 | $-1,442,915 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $4,971,118 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,414,033 |
Assets. Value of employer securities | 2015-06-30 | $4,969,210 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $238,000 |
2014 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total income from all sources | 2014-06-30 | $1,051,480 |
Expenses. Total of all expenses incurred | 2014-06-30 | $173,874 |
Benefits paid (including direct rollovers) | 2014-06-30 | $173,314 |
Total plan assets at end of year | 2014-06-30 | $6,414,033 |
Total plan assets at beginning of year | 2014-06-30 | $5,536,427 |
Value of fidelity bond covering the plan | 2014-06-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $560 |
Other income received | 2014-06-30 | $876,480 |
Net income (gross income less expenses) | 2014-06-30 | $877,606 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,414,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,536,427 |
Assets. Value of employer securities | 2014-06-30 | $6,411,750 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $175,000 |
2013 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total income from all sources | 2013-06-30 | $611,580 |
Expenses. Total of all expenses incurred | 2013-06-30 | $93,444 |
Benefits paid (including direct rollovers) | 2013-06-30 | $93,444 |
Total plan assets at end of year | 2013-06-30 | $5,536,427 |
Total plan assets at beginning of year | 2013-06-30 | $5,018,291 |
Value of fidelity bond covering the plan | 2013-06-30 | $1,000,000 |
Other income received | 2013-06-30 | $520,080 |
Net income (gross income less expenses) | 2013-06-30 | $518,136 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,536,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,018,291 |
Assets. Value of employer securities | 2013-06-30 | $5,535,270 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $91,500 |
2012 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $-745,628 |
Expenses. Total of all expenses incurred | 2012-06-30 | $135,339 |
Benefits paid (including direct rollovers) | 2012-06-30 | $135,108 |
Total plan assets at end of year | 2012-06-30 | $5,018,291 |
Total plan assets at beginning of year | 2012-06-30 | $5,899,258 |
Value of fidelity bond covering the plan | 2012-06-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $231 |
Other income received | 2012-06-30 | $-745,628 |
Net income (gross income less expenses) | 2012-06-30 | $-880,967 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,018,291 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,899,258 |
Assets. Value of employer securities | 2012-06-30 | $5,015,190 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $-157,692 |
Expenses. Total of all expenses incurred | 2011-06-30 | $267,793 |
Benefits paid (including direct rollovers) | 2011-06-30 | $267,793 |
Total plan assets at end of year | 2011-06-30 | $5,899,258 |
Total plan assets at beginning of year | 2011-06-30 | $6,324,743 |
Value of fidelity bond covering the plan | 2011-06-30 | $1,000,000 |
Other income received | 2011-06-30 | $-157,692 |
Net income (gross income less expenses) | 2011-06-30 | $-425,485 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,899,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $6,324,743 |
Assets. Value of employer securities | 2011-06-30 | $5,761,395 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
2010 : COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2020: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
---|---|---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | First time form 5500 has been submitted | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: COLUMBIA STEEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |