Plan Name | ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES |
Plan identification number | 013 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROBBINS & MYERS, INC. |
Employer identification number (EIN): | 310424220 |
NAIC Classification: | 335900 |
Additional information about ROBBINS & MYERS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1928-05-22 |
Company Identification Number: | 131352 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about ROBBINS & MYERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
013 | 2013-01-01 | BRENDA WILLIAMS | |||
013 | 2012-01-01 | ANGELA YOUNG |
Measure | Date | Value |
---|---|---|
2013: ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 819 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 821 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 712 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 105 |
Total of all active and inactive participants | 2012-01-01 | 817 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 819 |
Number of participants with account balances | 2012-01-01 | 648 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 83 |
Measure | Date | Value |
---|---|---|
2013 : ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $25,358,709 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,808,423 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,333,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,306,350 |
Value of total corrective distributions | 2013-12-31 | $3,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,327,843 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $20,884,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $24,396 |
Total interest from all sources | 2013-12-31 | $23,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $627,363 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $627,363 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,172,640 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $455,054 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $16,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $360,131 |
Administrative expenses (other) incurred | 2013-12-31 | $24,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,474,485 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,884,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,915,701 |
Interest on participant loans | 2013-12-31 | $21,006 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $7,474,970 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,016,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,016,701 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,390 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,368,295 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,461,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $795,072 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,306,350 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $3,959 |
Total transfer of assets from this plan | 2012-12-31 | $1,302 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,303,163 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,865,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,849,034 |
Value of total corrective distributions | 2012-12-31 | $3,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,939,707 |
Value of total assets at end of year | 2012-12-31 | $20,884,224 |
Value of total assets at beginning of year | 2012-12-31 | $17,444,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,142 |
Total interest from all sources | 2012-12-31 | $21,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $316,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $316,484 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,059,335 |
Participant contributions at end of year | 2012-12-31 | $455,054 |
Participant contributions at beginning of year | 2012-12-31 | $455,607 |
Participant contributions at end of year | 2012-12-31 | $16,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $115,828 |
Administrative expenses (other) incurred | 2012-12-31 | $13,142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,437,270 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,884,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,444,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,915,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,337,202 |
Interest on participant loans | 2012-12-31 | $21,673 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $7,474,970 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,651,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,016,701 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,207,869 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $817,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $764,544 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,849,034 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2013: ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBBINS & MYERS, INC. 401(K) SAVINGS & RETIREMENT PLAN FOR T-3 ENERGY EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |