ROBBINS & MYERS, INC. has sponsored the creation of one or more 401k plans.
Additional information about ROBBINS & MYERS, INC.
Submission information for form 5500 for 401k plan ROBBINS & MYERS, INC. CASH BALANCE PENSION PLAN
401k plan membership statisitcs for ROBBINS & MYERS, INC. CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2012 : ROBBINS & MYERS, INC. CASH BALANCE PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $59,215 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $110,106 |
| Total income from all sources (including contributions) | 2012-09-30 | $4,726,227 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $1,699,517 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $1,699,517 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $227,338 |
| Value of total assets at end of year | 2012-09-30 | $27,413,799 |
| Value of total assets at beginning of year | 2012-09-30 | $24,437,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $0 |
| Total interest from all sources | 2012-09-30 | $21 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Liabilities. Value of operating payables at end of year | 2012-09-30 | $59,215 |
| Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $110,106 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $3,026,710 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $27,354,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $24,327,874 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2012-09-30 | $27,235,040 |
| Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $19,147,038 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $178,759 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $369,057 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $369,057 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $21 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $227,338 |
| Employer contributions (assets) at end of year | 2012-09-30 | $0 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $4,921,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $1,699,517 |
| 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 | 2012-09-30 | No |
| Did the plan have assets held for investment | 2012-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
| Accountancy firm name | 2012-09-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2012-09-30 | 310800053 |
| 2011 : ROBBINS & MYERS, INC. CASH BALANCE PENSION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $110,106 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $109,511 |
| Total income from all sources (including contributions) | 2011-09-30 | $5,877,456 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $2,425,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $2,425,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $5,636,497 |
| Value of total assets at end of year | 2011-09-30 | $24,437,980 |
| Value of total assets at beginning of year | 2011-09-30 | $20,985,720 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $0 |
| Total interest from all sources | 2011-09-30 | $24 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Liabilities. Value of operating payables at end of year | 2011-09-30 | $110,106 |
| Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $109,511 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $3,451,665 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $24,327,874 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $20,876,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2011-09-30 | $19,147,038 |
| Value of interest in master investment trust accounts at beginning of year | 2011-09-30 | $18,341,342 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $369,057 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $233,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $233,244 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $24 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $5,636,497 |
| Employer contributions (assets) at end of year | 2011-09-30 | $4,921,885 |
| Employer contributions (assets) at beginning of year | 2011-09-30 | $2,411,134 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $2,425,791 |
| 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 | 2011-09-30 | No |
| Did the plan have assets held for investment | 2011-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
| Accountancy firm name | 2011-09-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2011-09-30 | 310800053 |
| 2010 : ROBBINS & MYERS, INC. CASH BALANCE PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
