Logo

SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameSCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN
Plan identification number 001

SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SCOTT ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SCOTT ELECTRIC COMPANY
Employer identification number (EIN):251052048
NAIC Classification:423600

Additional information about SCOTT ELECTRIC COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1955-04-04
Company Identification Number: 0012519700
Legal Registered Office Address: PO BOX 1819 ATTN: DIANE

CORPUS CHRISTI
United States of America (USA)
78403

More information about SCOTT ELECTRIC COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LARRY SHIREY2024-10-07
0012022-01-01DANIEL BARKEY2023-09-25
0012021-01-01DANIEL BARKEY2022-10-13
0012020-01-01DANIEL BARKEY2021-10-13
0012019-01-01DANIEL BARKEY2020-10-14
0012018-01-01DANIEL BARKEY2019-10-10
0012018-01-01DANIEL BARKEY2019-12-08
0012017-09-01
0012017-09-01DANIEL BARKEY2019-12-10
0012016-09-01
0012015-09-01SAMUEL SCOTT
0012014-09-01SAMUEL SCOTT
0012013-09-01SAMUEL SCOTT
0012012-09-01SAMUEL SCOTT
0012011-09-01SAMUEL SCOTT SAMUEL SCOTT2013-06-11
0012009-09-01SAMUEL SCOTT

Plan Statistics for SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,078
Total number of active participants reported on line 7a of the Form 55002023-01-01586
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-01484
Total of all active and inactive participants2023-01-011,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-011,085
Number of participants with account balances2023-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,018
Total number of active participants reported on line 7a of the Form 55002022-01-01600
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01455
Total of all active and inactive participants2022-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,070
Number of participants with account balances2022-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01928
Total number of active participants reported on line 7a of the Form 55002021-01-01567
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01425
Total of all active and inactive participants2021-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,006
Number of participants with account balances2021-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01894
Total number of active participants reported on line 7a of the Form 55002020-01-01515
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01391
Total of all active and inactive participants2020-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01919
Number of participants with account balances2020-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01830
Total number of active participants reported on line 7a of the Form 55002019-01-01549
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01318
Total of all active and inactive participants2019-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01879
Number of participants with account balances2019-01-01836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01836
Total number of active participants reported on line 7a of the Form 55002018-01-01535
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01281
Total of all active and inactive participants2018-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01827
Number of participants with account balances2018-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01825
Total number of active participants reported on line 7a of the Form 55002017-09-01541
Number of retired or separated participants receiving benefits2017-09-019
Number of other retired or separated participants entitled to future benefits2017-09-01280
Total of all active and inactive participants2017-09-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01830
Number of participants with account balances2017-09-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01715
Total number of active participants reported on line 7a of the Form 55002016-09-01541
Number of retired or separated participants receiving benefits2016-09-019
Number of other retired or separated participants entitled to future benefits2016-09-01268
Total of all active and inactive participants2016-09-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01818
Number of participants with account balances2016-09-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01717
Total number of active participants reported on line 7a of the Form 55002015-09-01407
Number of retired or separated participants receiving benefits2015-09-019
Number of other retired or separated participants entitled to future benefits2015-09-01293
Total of all active and inactive participants2015-09-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01709
Number of participants with account balances2015-09-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-011
2014: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01735
Total number of active participants reported on line 7a of the Form 55002014-09-01431
Number of retired or separated participants receiving benefits2014-09-017
Number of other retired or separated participants entitled to future benefits2014-09-01279
Total of all active and inactive participants2014-09-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01717
Number of participants with account balances2014-09-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01744
Total number of active participants reported on line 7a of the Form 55002013-09-01448
Number of retired or separated participants receiving benefits2013-09-016
Number of other retired or separated participants entitled to future benefits2013-09-01281
Total of all active and inactive participants2013-09-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01735
Number of participants with account balances2013-09-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01724
Total number of active participants reported on line 7a of the Form 55002012-09-01475
Number of retired or separated participants receiving benefits2012-09-014
Number of other retired or separated participants entitled to future benefits2012-09-01265
Total of all active and inactive participants2012-09-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01744
Number of participants with account balances2012-09-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01735
Total number of active participants reported on line 7a of the Form 55002011-09-01473
Number of retired or separated participants receiving benefits2011-09-014
Number of other retired or separated participants entitled to future benefits2011-09-01245
Total of all active and inactive participants2011-09-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-012
Total participants2011-09-01724
Number of participants with account balances2011-09-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-013
2009: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01721
Total number of active participants reported on line 7a of the Form 55002009-09-01523
Number of retired or separated participants receiving benefits2009-09-012
Number of other retired or separated participants entitled to future benefits2009-09-01210
Total of all active and inactive participants2009-09-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01735
Number of participants with account balances2009-09-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-011

Financial Data on SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$17,103,635
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,871,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,638,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,255,002
Value of total assets at end of year2023-12-31$100,185,079
Value of total assets at beginning of year2023-12-31$93,952,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$233,188
Total interest from all sources2023-12-31$369,963
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,764,320
Participant contributions at end of year2023-12-31$58,679
Participant contributions at beginning of year2023-12-31$56,974
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$461,987
Total non interest bearing cash at end of year2023-12-31$35,040
Total non interest bearing cash at beginning of year2023-12-31$-8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,232,265
Value of net assets at end of year (total assets less liabilities)2023-12-31$100,185,079
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$93,952,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$95,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$86,681,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$79,824,610
Interest earned on other investments2023-12-31$369,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$13,373,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$14,036,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,478,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,028,695
Employer contributions (assets) at end of year2023-12-31$36,328
Employer contributions (assets) at beginning of year2023-12-31$35,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,638,182
Contract administrator fees2023-12-31$137,568
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2023-12-31251637458
2022 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT 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$50,291
Total income from all sources (including contributions)2022-12-31$-13,401,619
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,728,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,473,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,752,556
Value of total assets at end of year2022-12-31$93,952,814
Value of total assets at beginning of year2022-12-31$115,133,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$254,652
Total interest from all sources2022-12-31$300,964
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,748,124
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$1,748,124
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,654,017
Participant contributions at end of year2022-12-31$56,974
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$50,291
Total non interest bearing cash at end of year2022-12-31$-8
Total non interest bearing cash at beginning of year2022-12-31$1,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,129,973
Value of net assets at end of year (total assets less liabilities)2022-12-31$93,952,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$115,082,787
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,824,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,430,264
Interest earned on other investments2022-12-31$300,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,036,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,700,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,203,263
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$1,008,493
Employer contributions (assets) at end of year2022-12-31$35,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,473,702
Contract administrator fees2022-12-31$254,652
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 name2022-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2022-12-31251637458
2021 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT 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$50,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,471
Total income from all sources (including contributions)2021-12-31$15,495,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,548,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,230,933
Value of total corrective distributions2021-12-31$50,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,862,480
Value of total assets at end of year2021-12-31$115,133,078
Value of total assets at beginning of year2021-12-31$107,169,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$267,349
Total interest from all sources2021-12-31$300,336
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,306,288
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$2,306,288
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,290,655
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$50,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$33,471
Total non interest bearing cash at end of year2021-12-31$1,986
Total non interest bearing cash at beginning of year2021-12-31$17
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$7,946,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$115,082,787
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,136,045
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,430,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$94,130,326
Interest earned on other investments2021-12-31$300,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,700,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,039,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,026,211
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$549,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,230,933
Contract administrator fees2021-12-31$267,349
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 name2021-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2021-12-31251637458
2020 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT 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$33,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,509
Total income from all sources (including contributions)2020-12-31$15,217,355
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,405,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,150,140
Value of total corrective distributions2020-12-31$37,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,807,401
Value of total assets at end of year2020-12-31$107,169,516
Value of total assets at beginning of year2020-12-31$96,353,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$217,890
Total interest from all sources2020-12-31$263,198
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,112,883
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$221,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$33,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$29,509
Total non interest bearing cash at end of year2020-12-31$17
Total non interest bearing cash at beginning of year2020-12-31$28,169
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$10,811,595
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,136,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$96,324,450
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,130,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$85,773,516
Interest earned on other investments2020-12-31$263,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,039,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,552,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,146,756
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$473,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,150,140
Contract administrator fees2020-12-31$217,890
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2020-12-31251637458
2019 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$29,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,802
Total income from all sources (including contributions)2019-12-31$18,196,376
Total income from all sources (including contributions)2019-12-31$18,196,376
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,684,509
Total of all expenses incurred2019-12-31$3,684,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,439,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,439,055
Value of total corrective distributions2019-12-31$29,509
Value of total corrective distributions2019-12-31$29,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,620,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,620,704
Value of total assets at end of year2019-12-31$96,353,959
Value of total assets at end of year2019-12-31$96,353,959
Value of total assets at beginning of year2019-12-31$81,870,385
Value of total assets at beginning of year2019-12-31$81,870,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,945
Total interest from all sources2019-12-31$233,765
Total interest from all sources2019-12-31$233,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,076,995
Contributions received from participants2019-12-31$1,076,995
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,210
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,802
Total non interest bearing cash at end of year2019-12-31$28,169
Total non interest bearing cash at end of year2019-12-31$28,169
Total non interest bearing cash at beginning of year2019-12-31$92,223
Total non interest bearing cash at beginning of year2019-12-31$92,223
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
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$14,511,867
Value of net income/loss2019-12-31$14,511,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,324,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,324,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,812,583
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,812,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$85,773,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$85,773,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,095,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,095,774
Interest earned on other investments2019-12-31$233,765
Interest earned on other investments2019-12-31$233,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,552,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,552,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,975,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,975,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,341,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,341,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$500,499
Contributions received in cash from employer2019-12-31$500,499
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$706,938
Employer contributions (assets) at beginning of year2019-12-31$706,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,439,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,439,055
Contract administrator fees2019-12-31$215,945
Contract administrator fees2019-12-31$215,945
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm name2019-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2019-12-31251637458
Accountancy firm EIN2019-12-31251637458
2018 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT 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$57,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,400
Total income from all sources (including contributions)2018-12-31$-1,049,421
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,358,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,087,907
Value of total corrective distributions2018-12-31$57,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,823,257
Value of total assets at end of year2018-12-31$81,870,385
Value of total assets at beginning of year2018-12-31$86,233,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$213,080
Total interest from all sources2018-12-31$202,104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,871,388
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$1,871,388
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$837,519
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$278,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$57,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$12,400
Total non interest bearing cash at end of year2018-12-31$92,223
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,408,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,812,583
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,220,793
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,095,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,494,756
Interest earned on other investments2018-12-31$202,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,975,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,738,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,946,170
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$706,938
Employer contributions (assets) at end of year2018-12-31$706,938
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,087,907
Contract administrator fees2018-12-31$213,080
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 name2018-12-31LOUIS PLUNG & COMPANY LLP
Accountancy firm EIN2018-12-31251637458
2017 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT 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$12,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,061
Total income from all sources (including contributions)2017-12-31$4,770,192
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,235,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,187,658
Value of total corrective distributions2017-12-31$-4,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$444,883
Value of total assets at end of year2017-12-31$86,233,193
Value of total assets at beginning of year2017-12-31$82,703,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,407
Total interest from all sources2017-12-31$56,912
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$845,383
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$845,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$264,463
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$180,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$12,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,061
Total non interest bearing cash at end of year2017-12-31$3
Total non interest bearing cash at beginning of year2017-12-31$2
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$3,534,788
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,220,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,686,005
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,494,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$75,459,171
Interest earned on other investments2017-12-31$56,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,738,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,243,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,423,014
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,187,658
Contract administrator fees2017-12-31$52,407
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 name2017-12-31LOUIS PLUNG & COMPANY LLP
Accountancy firm EIN2017-12-31251637458
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$17,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$8,560,761
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$3,290,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$3,210,366
Value of total corrective distributions2017-08-31$17,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$329,598
Value of total assets at end of year2017-08-31$82,703,066
Value of total assets at beginning of year2017-08-31$77,416,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$63,526
Total interest from all sources2017-08-31$73,195
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$2,701,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$2,701,894
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$302,648
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$26,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$17,061
Total non interest bearing cash at end of year2017-08-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$5,269,808
Value of net assets at end of year (total assets less liabilities)2017-08-31$82,686,005
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$77,416,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$75,459,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$77,416,197
Interest earned on other investments2017-08-31$73,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$7,243,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$5,456,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$3,210,366
Contract administrator fees2017-08-31$63,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-08-31Yes
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2017-08-31251637458
2016 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$5,923,059
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$1,665,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,635,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$77,416,197
Value of total assets at beginning of year2016-08-31$73,159,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$30,467
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$2,608,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$2,608,222
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Administrative expenses (other) incurred2016-08-31$30,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$4,257,065
Value of net assets at end of year (total assets less liabilities)2016-08-31$77,416,197
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$73,159,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$77,416,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$73,159,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$3,314,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,635,527
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2016-08-31251637458
2015 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$-581,325
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,184,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$3,170,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$73,159,132
Value of total assets at beginning of year2015-08-31$76,925,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$14,424
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$2,753,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$2,753,222
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Administrative expenses (other) incurred2015-08-31$14,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-3,766,272
Value of net assets at end of year (total assets less liabilities)2015-08-31$73,159,132
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$76,925,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$73,159,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$76,925,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-3,334,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,170,523
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2015-08-31251637458
2014 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$10,646,909
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,258,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,239,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$0
Value of total assets at end of year2014-08-31$76,925,404
Value of total assets at beginning of year2014-08-31$67,537,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$19,328
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$2,056,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$2,056,239
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Administrative expenses (other) incurred2014-08-31$19,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$9,387,976
Value of net assets at end of year (total assets less liabilities)2014-08-31$76,925,404
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$67,537,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$76,925,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$67,537,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$8,590,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,239,605
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2014-08-31251637458
2013 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$6,385,944
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$2,300,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$2,279,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$0
Value of total assets at end of year2013-08-31$67,537,428
Value of total assets at beginning of year2013-08-31$63,451,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$20,499
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$2,286,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$2,286,246
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Administrative expenses (other) incurred2013-08-31$20,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$4,085,889
Value of net assets at end of year (total assets less liabilities)2013-08-31$67,537,428
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$63,451,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$67,537,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$63,263,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$4,099,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Employer contributions (assets) at end of year2013-08-31$0
Employer contributions (assets) at beginning of year2013-08-31$188,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$2,279,556
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31BDO USA LLP
Accountancy firm EIN2013-08-31135381590
2012 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$6,254,325
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$878,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$851,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,008,000
Value of total assets at end of year2012-08-31$63,451,539
Value of total assets at beginning of year2012-08-31$58,075,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$26,921
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$1,321,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$1,321,005
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Administrative expenses (other) incurred2012-08-31$26,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$5,375,774
Value of net assets at end of year (total assets less liabilities)2012-08-31$63,451,539
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$58,075,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$63,263,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$55,157,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$3,925,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,008,000
Employer contributions (assets) at end of year2012-08-31$188,000
Employer contributions (assets) at beginning of year2012-08-31$2,918,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$851,630
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31ALPERN ROSENTHAL
Accountancy firm EIN2012-08-31251724342
2011 : SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$8,508,303
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$652,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$629,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$2,918,113
Value of total assets at end of year2011-08-31$58,075,765
Value of total assets at beginning of year2011-08-31$50,220,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$23,445
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$1,218,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$1,218,214
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Administrative expenses (other) incurred2011-08-31$23,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$7,855,667
Value of net assets at end of year (total assets less liabilities)2011-08-31$58,075,765
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$50,220,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$55,157,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$47,450,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$4,371,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$2,918,113
Employer contributions (assets) at end of year2011-08-31$2,918,113
Employer contributions (assets) at beginning of year2011-08-31$2,769,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$629,191
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31PARENTEBEARD LLC
Accountancy firm EIN2011-08-31232932984

Form 5500 Responses for SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

2023: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulitple employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered1085
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered1070
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered1006
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered919
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered879
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered827
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811157
Policy instance 1
Insurance contract or identification number811157
Number of Individuals Covered830
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1