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SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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 EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01SAMUEL SCOTT
0022016-01-01SAMUEL SCOTT
0022015-01-01SAMUEL SCOTT
0022014-01-01SAMUEL SCOTT
0022013-01-01SAMUEL SCOTT
0022012-01-01SAMUEL SCOTT

Plan Statistics for SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01792
Total number of active participants reported on line 7a of the Form 55002023-01-01475
Number of retired or separated participants receiving benefits2023-01-0114
Number of other retired or separated participants entitled to future benefits2023-01-01245
Total of all active and inactive participants2023-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01735
Number of participants with account balances2023-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0118
2022: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01770
Total number of active participants reported on line 7a of the Form 55002022-01-01451
Number of retired or separated participants receiving benefits2022-01-0153
Number of other retired or separated participants entitled to future benefits2022-01-01292
Total of all active and inactive participants2022-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01799
Number of participants with account balances2022-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01721
Total number of active participants reported on line 7a of the Form 55002021-01-01424
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01300
Total of all active and inactive participants2021-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01727
Number of participants with account balances2021-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01676
Total number of active participants reported on line 7a of the Form 55002020-01-01424
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01266
Total of all active and inactive participants2020-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01693
Number of participants with account balances2020-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01641
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01650
Number of participants with account balances2019-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01610
Total number of active participants reported on line 7a of the Form 55002018-01-01445
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01159
Total of all active and inactive participants2018-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01621
Number of participants with account balances2018-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01579
Total number of active participants reported on line 7a of the Form 55002017-01-01461
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01598
Number of participants with account balances2017-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01567
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01563
Number of participants with account balances2016-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01534
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01543
Number of participants with account balances2015-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01512
Total number of active participants reported on line 7a of the Form 55002014-01-01475
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01518
Number of participants with account balances2014-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01505
Total number of active participants reported on line 7a of the Form 55002013-01-01490
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01504
Number of participants with account balances2013-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01521
Total number of active participants reported on line 7a of the Form 55002012-01-01483
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01483
Number of participants with account balances2012-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$31,286,932
Total unrealized appreciation/depreciation of assets2023-12-31$31,286,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$11,545,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$12,694,652
Expenses. Interest paid2023-12-31$102,430
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$102,430
Total income from all sources (including contributions)2023-12-31$39,480,825
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,101,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$12,999,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,192,565
Value of total assets at end of year2023-12-31$188,193,231
Value of total assets at beginning of year2023-12-31$162,962,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$1,328
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$11,452,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$12,598,500
Liabilities. Value of operating payables at end of year2023-12-31$13,028
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$26,378,935
Value of net assets at end of year (total assets less liabilities)2023-12-31$176,647,263
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$150,268,328
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,291,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$26,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$26,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,328
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
Assets. Invements in employer securities at end of year2023-12-31$180,000,154
Assets. Invements in employer securities at beginning of year2023-12-31$161,592,308
Contributions received in cash from employer2023-12-31$8,192,565
Employer contributions (assets) at end of year2023-12-31$1,901,790
Employer contributions (assets) at beginning of year2023-12-31$1,344,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$12,999,460
Liabilities. Value of benefit claims payable at end of year2023-12-31$80,510
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$96,152
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 EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$38,500,392
Total unrealized appreciation/depreciation of assets2022-12-31$38,500,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,694,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,524,381
Expenses. Interest paid2022-12-31$113,500
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$113,500
Total income from all sources (including contributions)2022-12-31$40,345,266
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,508,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,394,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,841,508
Value of total assets at end of year2022-12-31$162,962,980
Value of total assets at beginning of year2022-12-31$125,955,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$400
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,598,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,521,415
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$36,837,239
Value of net assets at end of year (total assets less liabilities)2022-12-31$150,268,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$113,431,089
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$26,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$25,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$25,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$400
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
Assets. Invements in employer securities at end of year2022-12-31$161,592,308
Assets. Invements in employer securities at beginning of year2022-12-31$124,670,000
Contributions received in cash from employer2022-12-31$1,841,508
Employer contributions (assets) at end of year2022-12-31$1,344,652
Employer contributions (assets) at beginning of year2022-12-31$1,259,850
Income. Dividends from common stock2022-12-31$2,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,394,527
Liabilities. Value of benefit claims payable at end of year2022-12-31$96,152
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,966
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 EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$12,910,000
Total unrealized appreciation/depreciation of assets2021-12-31$12,910,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,524,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,659,725
Expenses. Interest paid2021-12-31$132,890
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$132,890
Total income from all sources (including contributions)2021-12-31$14,710,840
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$676,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$543,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,800,835
Value of total assets at end of year2021-12-31$125,955,470
Value of total assets at beginning of year2021-12-31$113,056,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,521,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,659,725
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$14,033,999
Value of net assets at end of year (total assets less liabilities)2021-12-31$113,431,089
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$99,397,090
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$25,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$25,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$25,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
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
Assets. Invements in employer securities at end of year2021-12-31$124,670,000
Assets. Invements in employer securities at beginning of year2021-12-31$111,760,000
Contributions received in cash from employer2021-12-31$1,800,835
Employer contributions (assets) at end of year2021-12-31$1,259,850
Employer contributions (assets) at beginning of year2021-12-31$1,271,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$543,951
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,966
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$44,578,000
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$44,578,000
Total unrealized appreciation/depreciation of assets2020-12-31$44,578,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,659,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,798,153
Expenses. Interest paid2020-12-31$144,526
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$144,526
Total income from all sources (including contributions)2020-12-31$46,039,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$339,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$194,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,461,094
Value of total assets at end of year2020-12-31$113,056,815
Value of total assets at beginning of year2020-12-31$68,495,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$133
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$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,659,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14,798,153
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$45,700,042
Value of net assets at end of year (total assets less liabilities)2020-12-31$99,397,090
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,697,048
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$25,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$25,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$25,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$133
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
Assets. Invements in employer securities at end of year2020-12-31$111,760,000
Assets. Invements in employer securities at beginning of year2020-12-31$67,182,000
Contributions received in cash from employer2020-12-31$1,461,094
Employer contributions (assets) at end of year2020-12-31$1,271,200
Employer contributions (assets) at beginning of year2020-12-31$1,287,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$194,659
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2020-12-31251637458
2019 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$14,182,000
Unrealized appreciation/depreciation of real estate assets2019-12-31$14,182,000
Total unrealized appreciation/depreciation of assets2019-12-31$14,182,000
Total unrealized appreciation/depreciation of assets2019-12-31$14,182,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,798,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,798,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,948,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,948,504
Expenses. Interest paid2019-12-31$155,706
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$155,706
Total income from all sources (including contributions)2019-12-31$15,566,201
Total income from all sources (including contributions)2019-12-31$15,566,201
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$251,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,383,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,383,645
Value of total assets at end of year2019-12-31$68,495,201
Value of total assets at end of year2019-12-31$68,495,201
Value of total assets at beginning of year2019-12-31$54,330,983
Value of total assets at beginning of year2019-12-31$54,330,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$556
Total interest from all sources2019-12-31$556
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,798,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,798,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,948,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,948,504
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$15,314,569
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,697,048
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,697,048
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,382,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,382,479
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$25,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$25,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$556
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
Assets. Invements in employer securities at end of year2019-12-31$67,182,000
Assets. Invements in employer securities at end of year2019-12-31$67,182,000
Assets. Invements in employer securities at beginning of year2019-12-31$53,000,000
Assets. Invements in employer securities at beginning of year2019-12-31$53,000,000
Contributions received in cash from employer2019-12-31$1,383,645
Contributions received in cash from employer2019-12-31$1,383,645
Employer contributions (assets) at end of year2019-12-31$1,287,719
Employer contributions (assets) at end of year2019-12-31$1,287,719
Employer contributions (assets) at beginning of year2019-12-31$1,306,058
Employer contributions (assets) at beginning of year2019-12-31$1,306,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,926
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2019-12-31251637458
2018 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$10,086,000
Total unrealized appreciation/depreciation of assets2018-12-31$10,086,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,948,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,086,465
Expenses. Interest paid2018-12-31$166,940
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$166,940
Total income from all sources (including contributions)2018-12-31$11,439,568
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$226,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,353,091
Value of total assets at end of year2018-12-31$54,330,983
Value of total assets at beginning of year2018-12-31$44,255,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,948,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,086,465
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$11,213,388
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,382,479
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,169,091
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$24,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$24,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$477
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
Assets. Invements in employer securities at end of year2018-12-31$53,000,000
Assets. Invements in employer securities at beginning of year2018-12-31$42,914,000
Contributions received in cash from employer2018-12-31$1,353,091
Employer contributions (assets) at end of year2018-12-31$1,306,058
Employer contributions (assets) at beginning of year2018-12-31$1,317,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,240
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2018-12-31251637458
2017 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,820,000
Total unrealized appreciation/depreciation of assets2017-12-31$8,820,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,086,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,222,444
Expenses. Interest paid2017-12-31$178,289
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$178,289
Total income from all sources (including contributions)2017-12-31$10,172,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$225,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$47,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,351,149
Value of total assets at end of year2017-12-31$44,255,556
Value of total assets at beginning of year2017-12-31$35,445,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$883
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,086,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$18,222,444
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$9,946,376
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,169,091
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,222,715
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$24,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$883
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
Assets. Invements in employer securities at end of year2017-12-31$42,914,000
Assets. Invements in employer securities at beginning of year2017-12-31$34,094,000
Contributions received in cash from employer2017-12-31$1,351,149
Employer contributions (assets) at end of year2017-12-31$1,317,108
Employer contributions (assets) at beginning of year2017-12-31$1,316,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,367
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2017-12-31251637458
2016 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,616,000
Total unrealized appreciation/depreciation of assets2016-12-31$3,616,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,222,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,351,431
Expenses. Interest paid2016-12-31$190,015
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$190,015
Total income from all sources (including contributions)2016-12-31$4,969,304
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$212,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,349,862
Value of total assets at end of year2016-12-31$35,445,159
Value of total assets at beginning of year2016-12-31$31,817,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,442
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$18,222,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,351,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,756,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,222,715
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,466,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$34,094,000
Assets. Invements in employer securities at beginning of year2016-12-31$30,478,000
Contributions received in cash from employer2016-12-31$1,349,862
Employer contributions (assets) at end of year2016-12-31$1,316,600
Employer contributions (assets) at beginning of year2016-12-31$1,328,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,896
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2016-12-31251637458
2015 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,118,000
Total unrealized appreciation/depreciation of assets2015-12-31$2,118,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,351,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,489,891
Expenses. Interest paid2015-12-31$200,840
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$200,840
Total income from all sources (including contributions)2015-12-31$3,457,723
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$200,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,339,668
Value of total assets at end of year2015-12-31$31,817,753
Value of total assets at beginning of year2015-12-31$29,699,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$55
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,351,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,489,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,256,883
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,466,322
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,209,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$55
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$30,478,000
Assets. Invements in employer securities at beginning of year2015-12-31$28,360,000
Contributions received in cash from employer2015-12-31$1,339,668
Employer contributions (assets) at end of year2015-12-31$1,328,479
Employer contributions (assets) at beginning of year2015-12-31$1,339,300
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2015-12-31251637458
2014 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,840,000
Total unrealized appreciation/depreciation of assets2014-12-31$1,840,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,489,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,628,217
Expenses. Interest paid2014-12-31$212,324
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$212,324
Total income from all sources (including contributions)2014-12-31$3,179,312
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$212,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,339,300
Value of total assets at end of year2014-12-31$29,699,330
Value of total assets at beginning of year2014-12-31$27,870,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,489,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$21,628,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,966,988
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,209,439
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,242,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$28,360,000
Assets. Invements in employer securities at beginning of year2014-12-31$26,520,000
Contributions received in cash from employer2014-12-31$1,339,300
Employer contributions (assets) at end of year2014-12-31$1,339,300
Employer contributions (assets) at beginning of year2014-12-31$1,350,650
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2014-12-31251637458
2013 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,060,000
Total unrealized appreciation/depreciation of assets2013-12-31$2,060,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,628,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,927,000
Expenses. Interest paid2013-12-31$223,672
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$223,672
Total income from all sources (including contributions)2013-12-31$3,410,668
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$223,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,350,650
Value of total assets at end of year2013-12-31$27,870,668
Value of total assets at beginning of year2013-12-31$25,982,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$21,628,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$22,927,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,186,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,242,451
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,055,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$26,520,000
Assets. Invements in employer securities at beginning of year2013-12-31$24,460,000
Contributions received in cash from employer2013-12-31$1,350,650
Employer contributions (assets) at end of year2013-12-31$1,350,650
Employer contributions (assets) at beginning of year2013-12-31$1,519,455
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,760,000
Total unrealized appreciation/depreciation of assets2012-12-31$1,760,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,927,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$227,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$227,000
Total income from all sources (including contributions)2012-12-31$3,282,455
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$227,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,522,455
Value of total assets at end of year2012-12-31$25,982,455
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$22,927,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,055,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,055,455
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$24,460,000
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,522,455
Employer contributions (assets) at end of year2012-12-31$1,519,455
Employer contributions (assets) at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342

Form 5500 Responses for SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2023: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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