Plan Name | RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | B & K SERVICES, INC. |
Employer identification number (EIN): | 150403430 |
NAIC Classification: | 331400 |
Additional information about B & K SERVICES, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1906-01-08 |
Company Identification Number: | 27330 |
Legal Registered Office Address: |
7130 WOODCHUCK HILL RD Onondaga FAYETTEVILLE United States of America (USA) 13066 |
More information about B & K SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2009-01-01 | KEVIN DIGNEY | KEVIN DIGNEY | 2010-10-13 | |
002 | 2008-01-01 | ||||
002 | 2007-01-01 | KEVIN DIGNEY |
Measure | Date | Value |
---|---|---|
2009: RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 103 |
Total of all active and inactive participants | 2009-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 206 |
Number of employers contributing to the scheme | 2009-01-01 | 2 |
2007: RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 120 |
Total of all active and inactive participants | 2007-01-01 | 206 |
Total participants | 2007-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
Number of employers contributing to the scheme | 2007-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $51,545 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $51,545 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $99,507 |
Total loss/gain on sale of assets | 2010-12-31 | $26,355 |
Total of all expenses incurred | 2010-12-31 | $273,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $205,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $1,079,308 |
Value of total assets at beginning of year | 2010-12-31 | $1,253,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $68,638 |
Total interest from all sources | 2010-12-31 | $14,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $6,978 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $40,343 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $170,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,700 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $5,905 |
Administrative expenses (other) incurred | 2010-12-31 | $2,156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-174,468 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,079,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,253,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $26,139 |
Income. Interest from US Government securities | 2010-12-31 | $14,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $145,982 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $112,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $112,300 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $79 |
Asset value of US Government securities at end of year | 2010-12-31 | $469,058 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $600,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Income. Dividends from common stock | 2010-12-31 | $6,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $205,337 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $460,568 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $534,911 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $842,116 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $815,761 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DALEY, LACOMBE & CHARETTE, P.C. |
Accountancy firm EIN | 2010-12-31 | 161184209 |
2009: RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Multi-employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Multi-employer plan |
2008-01-01 | First time form 5500 has been submitted | Yes |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2007: RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF OBERDORFER FOUNDRIES, INC. 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Multi-employer plan |
2007-01-01 | Submission has been amended | Yes |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Insurance | Yes |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement – Insurance | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |