Plan Name | NATIONAL MACHINE GROUP 401K SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NATIONAL MACHINE COMPANY |
Employer identification number (EIN): | 341011007 |
NAIC Classification: | 332900 |
Additional information about NATIONAL MACHINE COMPANY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1967-05-18 |
Company Identification Number: | 361183 |
Legal Registered Office Address: |
3475 RIDGEWOOD RD - AKRON United States of America (USA) 44333 |
More information about NATIONAL MACHINE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | TRACY KONJOVIC | |||
001 | 2017-01-01 | TRACY KONJOVIC | |||
001 | 2016-01-01 | TRACY KONJOVIC | |||
001 | 2015-01-01 | TRACY KONJOVIC | |||
001 | 2014-01-01 | TRACY KONJOVIC | |||
001 | 2013-01-01 | TRACY KONJOVIC | |||
001 | 2012-01-01 | TRACY KONJOVIC | |||
001 | 2011-01-01 | TRACY KONJOVIC | |||
001 | 2009-01-01 | MICHAEL PIGLIA |
Measure | Date | Value |
---|---|---|
2023: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 397 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 78 |
Total of all active and inactive participants | 2023-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 489 |
Number of participants with account balances | 2023-01-01 | 476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 17 |
2022: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 466 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 77 |
Total of all active and inactive participants | 2022-01-01 | 430 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 430 |
Number of participants with account balances | 2022-01-01 | 430 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 503 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 295 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 165 |
Total of all active and inactive participants | 2021-01-01 | 466 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 466 |
Number of participants with account balances | 2021-01-01 | 466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 571 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 321 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 173 |
Total of all active and inactive participants | 2020-01-01 | 503 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 503 |
Number of participants with account balances | 2020-01-01 | 503 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 531 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 421 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 142 |
Total of all active and inactive participants | 2019-01-01 | 569 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 571 |
Number of participants with account balances | 2019-01-01 | 571 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 24 |
2018: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 498 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 425 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 99 |
Total of all active and inactive participants | 2018-01-01 | 529 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 531 |
Number of participants with account balances | 2018-01-01 | 531 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 20 |
2017: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 458 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 406 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 87 |
Total of all active and inactive participants | 2017-01-01 | 498 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 498 |
Number of participants with account balances | 2017-01-01 | 498 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 78 |
Total of all active and inactive participants | 2016-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 458 |
Number of participants with account balances | 2016-01-01 | 458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 18 |
2015: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 393 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 358 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 53 |
Total of all active and inactive participants | 2015-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 413 |
Number of participants with account balances | 2015-01-01 | 413 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 364 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 53 |
Total of all active and inactive participants | 2014-01-01 | 393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 393 |
Number of participants with account balances | 2014-01-01 | 393 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 41 |
Total of all active and inactive participants | 2013-01-01 | 364 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 364 |
Number of participants with account balances | 2013-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 11 |
2012: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 304 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 358 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 358 |
Number of participants with account balances | 2012-01-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 17 |
2011: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 305 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 348 |
Number of participants with account balances | 2011-01-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 12 |
2009: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 279 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 59 |
Total of all active and inactive participants | 2009-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 339 |
Number of participants with account balances | 2009-01-01 | 339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 43 |
Measure | Date | Value |
---|---|---|
2023 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $9,032,104 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,901,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,822,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,370,438 |
Value of total assets at end of year | 2023-12-31 | $35,756,564 |
Value of total assets at beginning of year | 2023-12-31 | $28,625,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $78,682 |
Total interest from all sources | 2023-12-31 | $23,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $666,389 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $666,389 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,040,704 |
Participant contributions at end of year | 2023-12-31 | $373,670 |
Participant contributions at beginning of year | 2023-12-31 | $494,939 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $330,242 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $7,130,777 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $35,756,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $28,625,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $32,574 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $33,255,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $26,151,407 |
Interest on participant loans | 2023-12-31 | $23,198 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $2,039,545 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,906,421 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $6 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,923,109 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $48,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $999,492 |
Employer contributions (assets) at end of year | 2023-12-31 | $87,788 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $73,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,822,645 |
Contract administrator fees | 2023-12-31 | $6,874 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BOBER, MARKEY, FEDOROVICH & COMPANY |
Accountancy firm EIN | 2023-12-31 | 341523030 |
2022 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $230,770 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,170,449 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,425,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,337,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,631,030 |
Value of total assets at end of year | 2022-12-31 | $28,625,787 |
Value of total assets at beginning of year | 2022-12-31 | $34,452,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $87,910 |
Total interest from all sources | 2022-12-31 | $26,501 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $623,141 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $623,141 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,683,446 |
Participant contributions at end of year | 2022-12-31 | $494,939 |
Participant contributions at beginning of year | 2022-12-31 | $679,973 |
Participant contributions at beginning of year | 2022-12-31 | $12,956 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $49,294 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $230,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,596,032 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $28,625,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,221,819 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $87,910 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,151,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,537,857 |
Interest on participant loans | 2022-12-31 | $26,501 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,906,421 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,921,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $225,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $225,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,480,850 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $29,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $898,290 |
Employer contributions (assets) at end of year | 2022-12-31 | $73,014 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $75,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,337,673 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOBER MARKEY FEDOROVICH & COMPANY |
Accountancy firm EIN | 2022-12-31 | 341523030 |
2021 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $230,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,984 |
Total income from all sources (including contributions) | 2021-12-31 | $5,785,910 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,687,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,598,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,116,967 |
Value of total assets at end of year | 2021-12-31 | $34,452,589 |
Value of total assets at beginning of year | 2021-12-31 | $32,132,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $88,636 |
Total interest from all sources | 2021-12-31 | $36,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,673,115 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,673,115 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,379,649 |
Participant contributions at end of year | 2021-12-31 | $679,973 |
Participant contributions at beginning of year | 2021-12-31 | $946,050 |
Participant contributions at end of year | 2021-12-31 | $12,956 |
Participant contributions at beginning of year | 2021-12-31 | $10,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,143 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $230,770 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $8,984 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,098,689 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,221,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,123,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $88,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,537,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $26,702,955 |
Interest on participant loans | 2021-12-31 | $36,901 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,921,034 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,458,306 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $225,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $14,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $14,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,934,740 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $24,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $736,175 |
Employer contributions (assets) at end of year | 2021-12-31 | $75,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,598,585 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BOBER MARKEY FEDOROVICH & COMPANY |
Accountancy firm EIN | 2021-12-31 | 341523030 |
2020 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,984 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,008 |
Total income from all sources (including contributions) | 2020-12-31 | $6,792,468 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,315,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,217,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,205,964 |
Value of total assets at end of year | 2020-12-31 | $32,132,114 |
Value of total assets at beginning of year | 2020-12-31 | $29,655,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $97,522 |
Total interest from all sources | 2020-12-31 | $56,260 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $997,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $997,204 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,625,240 |
Participant contributions at end of year | 2020-12-31 | $946,050 |
Participant contributions at beginning of year | 2020-12-31 | $1,292,088 |
Participant contributions at end of year | 2020-12-31 | $10,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $101,144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $8,984 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $9,008 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,477,075 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,123,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,646,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $97,522 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $26,702,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,452,927 |
Interest on participant loans | 2020-12-31 | $56,260 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,458,306 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,850,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $14,192 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,533,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $479,580 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $53,967 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,217,871 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BOBER MARKEY FEDOROVICH & COMPANY |
Accountancy firm EIN | 2020-12-31 | 341523030 |
2019 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,008 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,919 |
Total income from all sources (including contributions) | 2019-12-31 | $7,553,692 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,582,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,487,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,033,293 |
Value of total assets at end of year | 2019-12-31 | $29,655,063 |
Value of total assets at beginning of year | 2019-12-31 | $24,678,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $95,311 |
Total interest from all sources | 2019-12-31 | $55,030 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $953,098 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $953,098 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,676,015 |
Participant contributions at end of year | 2019-12-31 | $1,292,088 |
Participant contributions at beginning of year | 2019-12-31 | $1,043,947 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $662,716 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $9,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $2,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,970,762 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,646,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,675,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9,305 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,452,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,211,603 |
Interest on participant loans | 2019-12-31 | $55,030 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,850,626 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,303,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,455 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $64,643 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $64,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,412,445 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $99,826 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $694,562 |
Employer contributions (assets) at end of year | 2019-12-31 | $53,967 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $54,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,487,619 |
Contract administrator fees | 2019-12-31 | $86,006 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOBER, MARKEY, FEDOROVICH & COMPANY |
Accountancy firm EIN | 2019-12-31 | 341523030 |
2018 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,919 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,930 |
Total income from all sources (including contributions) | 2018-12-31 | $1,537,531 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,744,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,651,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,642,441 |
Value of total assets at end of year | 2018-12-31 | $24,678,212 |
Value of total assets at beginning of year | 2018-12-31 | $25,889,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $92,107 |
Total interest from all sources | 2018-12-31 | $48,881 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,248,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,248,707 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,577,530 |
Participant contributions at end of year | 2018-12-31 | $1,043,947 |
Participant contributions at beginning of year | 2018-12-31 | $1,148,532 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $52,674 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $411,155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,919 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $7,930 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,206,494 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,675,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,881,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $8,709 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,211,603 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,430,735 |
Interest on participant loans | 2018-12-31 | $48,881 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,303,922 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,188,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $64,643 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,481,401 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $78,903 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $653,756 |
Employer contributions (assets) at end of year | 2018-12-31 | $54,097 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $65,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,651,918 |
Contract administrator fees | 2018-12-31 | $83,398 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BOBER, MARKEY, FEDOROVICH & COMPANY |
Accountancy firm EIN | 2018-12-31 | 341523030 |
2017 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,930 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,913 |
Total income from all sources (including contributions) | 2017-12-31 | $5,429,401 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,666,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,579,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,197,613 |
Value of total assets at end of year | 2017-12-31 | $25,889,717 |
Value of total assets at beginning of year | 2017-12-31 | $22,124,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $87,332 |
Total interest from all sources | 2017-12-31 | $41,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $820,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $820,301 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,335,068 |
Participant contributions at end of year | 2017-12-31 | $1,148,532 |
Participant contributions at beginning of year | 2017-12-31 | $956,177 |
Participant contributions at end of year | 2017-12-31 | $52,674 |
Participant contributions at beginning of year | 2017-12-31 | $50,004 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $248,656 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $7,930 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,762,549 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,881,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,119,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $7,857 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,430,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,058,922 |
Interest on participant loans | 2017-12-31 | $41,872 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,188,591 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,972,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,240 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $86,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $86,853 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,304,936 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $64,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $613,889 |
Employer contributions (assets) at end of year | 2017-12-31 | $65,945 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,579,520 |
Contract administrator fees | 2017-12-31 | $79,475 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BOBER, MARKEY, FEDOROVICH & COMPANY |
Accountancy firm EIN | 2017-12-31 | 341523030 |
2016 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,913 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,532 |
Total income from all sources (including contributions) | 2016-12-31 | $3,188,896 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,726,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,637,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,943,153 |
Value of total assets at end of year | 2016-12-31 | $22,124,151 |
Value of total assets at beginning of year | 2016-12-31 | $21,664,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $88,996 |
Total interest from all sources | 2016-12-31 | $33,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $579,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $579,465 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,179,078 |
Participant contributions at end of year | 2016-12-31 | $956,177 |
Participant contributions at beginning of year | 2016-12-31 | $896,826 |
Participant contributions at end of year | 2016-12-31 | $50,004 |
Participant contributions at beginning of year | 2016-12-31 | $35,855 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $210,369 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,913 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $7,532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $462,222 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,119,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,657,016 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $7,527 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,058,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,001,970 |
Interest on participant loans | 2016-12-31 | $33,990 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,972,195 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,668,666 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $86,853 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $157 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $576,446 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $55,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $553,706 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $61,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,637,678 |
Contract administrator fees | 2016-12-31 | $81,469 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BOBER, MARKEY, FEDOROVICH & COMPANY |
Accountancy firm EIN | 2016-12-31 | 341523030 |
2015 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,532 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,721,073 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,304,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,197,249 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $34,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,760,854 |
Value of total assets at end of year | 2015-12-31 | $21,664,547 |
Value of total assets at beginning of year | 2015-12-31 | $21,239,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $72,181 |
Total interest from all sources | 2015-12-31 | $32,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $717,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $717,382 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,143,344 |
Participant contributions at end of year | 2015-12-31 | $896,826 |
Participant contributions at beginning of year | 2015-12-31 | $880,505 |
Participant contributions at end of year | 2015-12-31 | $35,855 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $88,818 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $7,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $417,021 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,657,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,239,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $8,002 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,001,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,898,536 |
Interest on participant loans | 2015-12-31 | $32,835 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,668,665 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,424,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $157 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $48 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-835,954 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $45,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $528,692 |
Employer contributions (assets) at end of year | 2015-12-31 | $61,074 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $36,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,197,249 |
Contract administrator fees | 2015-12-31 | $64,179 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BOBER, MARKEY, FEDOROVICH & CO. |
Accountancy firm EIN | 2015-12-31 | 341523030 |
2014 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,551 |
Total income from all sources (including contributions) | 2014-12-31 | $2,436,256 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $807,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $734,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,491,915 |
Value of total assets at end of year | 2014-12-31 | $21,239,994 |
Value of total assets at beginning of year | 2014-12-31 | $19,613,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $73,660 |
Total interest from all sources | 2014-12-31 | $33,916 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $659,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $659,984 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,022,521 |
Participant contributions at end of year | 2014-12-31 | $880,505 |
Participant contributions at beginning of year | 2014-12-31 | $922,845 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $95 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,551 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,628,590 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,239,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,611,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $7,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,898,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $15,352,721 |
Interest on participant loans | 2014-12-31 | $33,845 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,424,888 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,295,346 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $48 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $10,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $10,822 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $217,921 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $32,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $469,299 |
Employer contributions (assets) at end of year | 2014-12-31 | $36,017 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $32,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $734,006 |
Contract administrator fees | 2014-12-31 | $65,706 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BOBER, MARKEY, FEDOROVICH & CO. |
Accountancy firm EIN | 2014-12-31 | 341523030 |
2013 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,551 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,895 |
Total income from all sources (including contributions) | 2013-12-31 | $3,320,953 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,043,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $968,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,347,210 |
Value of total assets at end of year | 2013-12-31 | $19,613,955 |
Value of total assets at beginning of year | 2013-12-31 | $17,339,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $75,220 |
Total interest from all sources | 2013-12-31 | $31,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $434,807 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $434,807 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 | $884,590 |
Participant contributions at end of year | 2013-12-31 | $922,845 |
Participant contributions at beginning of year | 2013-12-31 | $819,438 |
Participant contributions at beginning of year | 2013-12-31 | $8,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $48,734 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,551 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,895 |
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 | $2,277,205 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,611,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,334,199 |
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 |
Investment advisory and management fees | 2013-12-31 | $8,141 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $15,352,721 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,859,531 |
Interest on participant loans | 2013-12-31 | $31,123 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,295,346 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,620,152 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $10,822 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $33 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $33 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $22 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,472,915 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $34,876 |
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 | Yes |
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 | $413,886 |
Employer contributions (assets) at end of year | 2013-12-31 | $32,221 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $30,963 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $968,528 |
Contract administrator fees | 2013-12-31 | $67,079 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | No |
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 | BOBER, MARKEY, FEDOROVICH & CO. |
Accountancy firm EIN | 2013-12-31 | 341523030 |
2012 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $254 |
Total income from all sources (including contributions) | 2012-12-31 | $3,081,679 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $503,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $440,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,260,303 |
Value of total assets at end of year | 2012-12-31 | $17,339,094 |
Value of total assets at beginning of year | 2012-12-31 | $14,756,164 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $62,394 |
Total interest from all sources | 2012-12-31 | $30,725 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $445,020 |
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 | $445,020 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 | $852,484 |
Participant contributions at end of year | 2012-12-31 | $819,438 |
Participant contributions at beginning of year | 2012-12-31 | $820,767 |
Participant contributions at end of year | 2012-12-31 | $8,977 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $20,258 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,895 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $254 |
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 | $2,578,289 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,334,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,755,910 |
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 |
Investment advisory and management fees | 2012-12-31 | $24,881 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,859,531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,664,752 |
Interest on participant loans | 2012-12-31 | $30,725 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,620,152 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,114,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $33 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $155,755 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $155,755 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,301,577 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $44,054 |
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 | Yes |
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 | $387,561 |
Employer contributions (assets) at end of year | 2012-12-31 | $30,963 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $440,996 |
Contract administrator fees | 2012-12-31 | $37,513 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2012-12-31 | 341523030 |
2011 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $254 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,854 |
Total income from all sources (including contributions) | 2011-12-31 | $1,228,328 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $979,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $920,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,306,304 |
Value of total assets at end of year | 2011-12-31 | $14,756,164 |
Value of total assets at beginning of year | 2011-12-31 | $14,511,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $59,832 |
Total interest from all sources | 2011-12-31 | $33,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $274,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $274,991 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $774,778 |
Participant contributions at end of year | 2011-12-31 | $820,767 |
Participant contributions at beginning of year | 2011-12-31 | $800,333 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $168,844 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $254 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $3,854 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $248,465 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,755,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,507,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $23,870 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,664,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,785,212 |
Interest on participant loans | 2011-12-31 | $33,403 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,114,890 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,760,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $155,755 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $120,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $120,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-391,243 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $362,682 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $44,294 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $920,031 |
Contract administrator fees | 2011-12-31 | $35,962 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2011-12-31 | 341523030 |
2010 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,854 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,841 |
Total income from all sources (including contributions) | 2010-12-31 | $2,493,055 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $806,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $751,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $930,774 |
Value of total assets at end of year | 2010-12-31 | $14,511,299 |
Value of total assets at beginning of year | 2010-12-31 | $12,828,355 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $54,835 |
Total interest from all sources | 2010-12-31 | $36,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $338,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $338,765 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $803,313 |
Participant contributions at end of year | 2010-12-31 | $800,333 |
Participant contributions at beginning of year | 2010-12-31 | $692,299 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $3,854 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $7,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,686,931 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,507,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,820,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $18,361 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,785,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,493,781 |
Interest on participant loans | 2010-12-31 | $36,020 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,760,738 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,559,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $120,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $82,320 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $82,320 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $964,243 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $223,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $127,461 |
Employer contributions (assets) at end of year | 2010-12-31 | $44,294 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $751,289 |
Contract administrator fees | 2010-12-31 | $36,474 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2010-12-31 | 341523030 |
2009 : NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 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 | No |
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: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 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 |
2011: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATIONAL MACHINE GROUP 401K SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |