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PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 401k Plan overview

Plan NamePENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA
Plan identification number 004

PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MIDWESCO FILTER RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWESCO FILTER RESOURCES, INC.
Employer identification number (EIN):363672595
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-02-01CHUCK HEATON2023-11-28
0042022-02-01
0042021-02-01
0042020-02-01
0042019-02-01
0042018-02-01
0042017-02-01WAYNE BOSCH
0042016-02-01WAYNE BOSCH
0042015-02-01WAYNE BOSCH
0042014-02-01WAYNE BOSCH
0042013-02-01WAYNE BOSCH
0042012-02-01KARL J. SCHMIDT
0042011-02-01MICHAEL D. BENNETT
0042010-02-01MICHAEL BENNETT
0042009-02-01MICHAEL BENNETT

Plan Statistics for PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA

401k plan membership statisitcs for PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA

Measure Date Value
2023: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2023 401k membership
Market value of plan assets2023-01-317,135,083
Acturial value of plan assets2023-01-317,135,083
Funding target for retired participants and beneficiaries receiving payment2023-01-313,065,723
Number of terminated vested participants2023-01-31143
Fundng target for terminated vested participants2023-01-311,691,780
Active participant vested funding target2023-01-310
Number of active participants2023-01-310
Total funding liabilities for active participants2023-01-310
Total participant count2023-01-31235
Total funding target for all participants2023-01-314,757,503
Balance at beginning of prior year after applicable adjustments2023-01-310
Prefunding balance at beginning of prior year after applicable adjustments2023-01-31373,337
Carryover balanced portion elected for use to offset prior years funding requirement2023-01-310
Prefunding balanced used to offset prior years funding requirement2023-01-310
Amount remaining of carryover balance2023-01-310
Amount remaining of prefunding balance2023-01-31373,337
Present value of excess contributions2023-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-01-310
Reductions in caryover balances due to elections or deemed elections2023-01-310
Reductions in prefunding balances due to elections or deemed elections2023-01-310
Balance of carryovers at beginning of current year2023-01-310
Balance of prefunding at beginning of current year2023-01-31399,732
Total employer contributions2023-01-310
Total employee contributions2023-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-01-310
Contributions made to avoid restrictions adjusted to valuation date2023-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-01-310
Unpaid minimum required contributions for all prior years2023-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-01-310
Remaining amount of unpaid minimum required contributions2023-01-310
Minimum required contributions for current year target normal cost2023-01-3158,000
Net shortfall amortization installment of oustanding balance2023-01-310
Waiver amortization installment2023-01-310
Total funding amount beforereflecting carryover/prefunding balances2023-01-310
Carryover balance elected to use to offset funding requirement2023-01-310
Prefunding balance elected to use to offset funding requirement2023-01-310
Additional cash requirement2023-01-310
Contributions allocatedtoward minimum required contributions for current year2023-01-310
Unpaid minimum required contributions for current year2023-01-310
Unpaid minimum required contributions for all years2023-01-310
2022: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2022 401k membership
Total participants, beginning-of-year2022-02-01235
Total number of active participants reported on line 7a of the Form 55002022-02-010
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
Market value of plan assets2022-01-317,016,136
Acturial value of plan assets2022-01-317,016,136
Funding target for retired participants and beneficiaries receiving payment2022-01-313,411,376
Number of terminated vested participants2022-01-31145
Fundng target for terminated vested participants2022-01-311,800,770
Active participant vested funding target2022-01-310
Number of active participants2022-01-310
Total funding liabilities for active participants2022-01-310
Total participant count2022-01-31241
Total funding target for all participants2022-01-315,212,146
Balance at beginning of prior year after applicable adjustments2022-01-310
Prefunding balance at beginning of prior year after applicable adjustments2022-01-31332,683
Carryover balanced portion elected for use to offset prior years funding requirement2022-01-310
Prefunding balanced used to offset prior years funding requirement2022-01-310
Amount remaining of carryover balance2022-01-310
Amount remaining of prefunding balance2022-01-31332,683
Present value of excess contributions2022-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-01-310
Reductions in caryover balances due to elections or deemed elections2022-01-310
Reductions in prefunding balances due to elections or deemed elections2022-01-310
Balance of carryovers at beginning of current year2022-01-310
Balance of prefunding at beginning of current year2022-01-31373,337
Total employer contributions2022-01-310
Total employee contributions2022-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-01-310
Contributions made to avoid restrictions adjusted to valuation date2022-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-01-310
Unpaid minimum required contributions for all prior years2022-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-01-310
Remaining amount of unpaid minimum required contributions2022-01-310
Minimum required contributions for current year target normal cost2022-01-310
Net shortfall amortization installment of oustanding balance2022-01-310
Waiver amortization installment2022-01-310
Total funding amount beforereflecting carryover/prefunding balances2022-01-310
Carryover balance elected to use to offset funding requirement2022-01-310
Prefunding balance elected to use to offset funding requirement2022-01-310
Additional cash requirement2022-01-310
Contributions allocatedtoward minimum required contributions for current year2022-01-310
Unpaid minimum required contributions for current year2022-01-310
Unpaid minimum required contributions for all years2022-01-310
2021: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2021 401k membership
Total participants, beginning-of-year2021-02-01241
Total number of active participants reported on line 7a of the Form 55002021-02-010
Number of retired or separated participants receiving benefits2021-02-0190
Number of other retired or separated participants entitled to future benefits2021-02-01143
Total of all active and inactive participants2021-02-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-012
Total participants2021-02-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
Market value of plan assets2021-01-316,549,903
Acturial value of plan assets2021-01-316,549,903
Funding target for retired participants and beneficiaries receiving payment2021-01-313,420,163
Number of terminated vested participants2021-01-31147
Fundng target for terminated vested participants2021-01-311,687,832
Active participant vested funding target2021-01-310
Number of active participants2021-01-310
Total funding liabilities for active participants2021-01-310
Total participant count2021-01-31244
Total funding target for all participants2021-01-315,107,995
Balance at beginning of prior year after applicable adjustments2021-01-310
Prefunding balance at beginning of prior year after applicable adjustments2021-01-31298,210
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-310
Prefunding balanced used to offset prior years funding requirement2021-01-310
Amount remaining of carryover balance2021-01-310
Amount remaining of prefunding balance2021-01-31298,210
Present value of excess contributions2021-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-310
Reductions in caryover balances due to elections or deemed elections2021-01-310
Reductions in prefunding balances due to elections or deemed elections2021-01-310
Balance of carryovers at beginning of current year2021-01-310
Balance of prefunding at beginning of current year2021-01-31332,683
Total employer contributions2021-01-310
Total employee contributions2021-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-01-310
Contributions made to avoid restrictions adjusted to valuation date2021-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-310
Unpaid minimum required contributions for all prior years2021-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-01-310
Remaining amount of unpaid minimum required contributions2021-01-310
Minimum required contributions for current year target normal cost2021-01-310
Net shortfall amortization installment of oustanding balance2021-01-310
Waiver amortization installment2021-01-310
Total funding amount beforereflecting carryover/prefunding balances2021-01-310
Carryover balance elected to use to offset funding requirement2021-01-310
Prefunding balance elected to use to offset funding requirement2021-01-310
Additional cash requirement2021-01-310
Contributions allocatedtoward minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for all years2021-01-310
2020: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2020 401k membership
Total participants, beginning-of-year2020-02-01244
Total number of active participants reported on line 7a of the Form 55002020-02-010
Number of retired or separated participants receiving benefits2020-02-0194
Number of other retired or separated participants entitled to future benefits2020-02-01145
Total of all active and inactive participants2020-02-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-012
Total participants2020-02-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
Market value of plan assets2020-01-316,178,865
Acturial value of plan assets2020-01-316,178,865
Funding target for retired participants and beneficiaries receiving payment2020-01-313,462,187
Number of terminated vested participants2020-01-31150
Fundng target for terminated vested participants2020-01-311,622,633
Active participant vested funding target2020-01-310
Number of active participants2020-01-310
Total funding liabilities for active participants2020-01-310
Total participant count2020-01-31247
Total funding target for all participants2020-01-315,084,820
Balance at beginning of prior year after applicable adjustments2020-01-310
Prefunding balance at beginning of prior year after applicable adjustments2020-01-31306,895
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-310
Prefunding balanced used to offset prior years funding requirement2020-01-310
Amount remaining of carryover balance2020-01-310
Amount remaining of prefunding balance2020-01-31306,895
Present value of excess contributions2020-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-310
Reductions in caryover balances due to elections or deemed elections2020-01-310
Reductions in prefunding balances due to elections or deemed elections2020-01-310
Balance of carryovers at beginning of current year2020-01-310
Balance of prefunding at beginning of current year2020-01-31298,210
Total employer contributions2020-01-310
Total employee contributions2020-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-310
Contributions made to avoid restrictions adjusted to valuation date2020-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-310
Unpaid minimum required contributions for all prior years2020-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-310
Remaining amount of unpaid minimum required contributions2020-01-310
Minimum required contributions for current year target normal cost2020-01-310
Net shortfall amortization installment of oustanding balance2020-01-310
Waiver amortization installment2020-01-310
Total funding amount beforereflecting carryover/prefunding balances2020-01-310
Carryover balance elected to use to offset funding requirement2020-01-310
Prefunding balance elected to use to offset funding requirement2020-01-310
Additional cash requirement2020-01-310
Contributions allocatedtoward minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for all years2020-01-310
2019: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2019 401k membership
Total participants, beginning-of-year2019-02-01247
Total number of active participants reported on line 7a of the Form 55002019-02-010
Number of retired or separated participants receiving benefits2019-02-0195
Number of other retired or separated participants entitled to future benefits2019-02-01147
Total of all active and inactive participants2019-02-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-012
Total participants2019-02-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
Market value of plan assets2019-01-316,699,870
Acturial value of plan assets2019-01-316,699,870
Funding target for retired participants and beneficiaries receiving payment2019-01-313,580,107
Number of terminated vested participants2019-01-31153
Fundng target for terminated vested participants2019-01-311,595,045
Active participant vested funding target2019-01-310
Number of active participants2019-01-310
Total funding liabilities for active participants2019-01-310
Total participant count2019-01-31250
Total funding target for all participants2019-01-315,175,152
Balance at beginning of prior year after applicable adjustments2019-01-310
Prefunding balance at beginning of prior year after applicable adjustments2019-01-31270,440
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-310
Prefunding balanced used to offset prior years funding requirement2019-01-310
Amount remaining of carryover balance2019-01-310
Amount remaining of prefunding balance2019-01-31270,440
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-310
Reductions in caryover balances due to elections or deemed elections2019-01-310
Reductions in prefunding balances due to elections or deemed elections2019-01-310
Balance of carryovers at beginning of current year2019-01-310
Balance of prefunding at beginning of current year2019-01-31306,895
Total employer contributions2019-01-310
Total employee contributions2019-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-310
Contributions made to avoid restrictions adjusted to valuation date2019-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-310
Unpaid minimum required contributions for all prior years2019-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-310
Remaining amount of unpaid minimum required contributions2019-01-310
Minimum required contributions for current year target normal cost2019-01-310
Net shortfall amortization installment of oustanding balance2019-01-310
Waiver amortization installment2019-01-310
Total funding amount beforereflecting carryover/prefunding balances2019-01-310
Carryover balance elected to use to offset funding requirement2019-01-310
Prefunding balance elected to use to offset funding requirement2019-01-310
Additional cash requirement2019-01-310
Contributions allocatedtoward minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for all years2019-01-310
2018: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2018 401k membership
Total participants, beginning-of-year2018-02-01250
Total number of active participants reported on line 7a of the Form 55002018-02-010
Number of retired or separated participants receiving benefits2018-02-0195
Number of other retired or separated participants entitled to future benefits2018-02-01150
Total of all active and inactive participants2018-02-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-012
Total participants2018-02-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
Market value of plan assets2018-01-316,227,605
Acturial value of plan assets2018-01-316,227,605
Funding target for retired participants and beneficiaries receiving payment2018-01-313,507,937
Number of terminated vested participants2018-01-31156
Fundng target for terminated vested participants2018-01-311,500,543
Active participant vested funding target2018-01-310
Number of active participants2018-01-310
Total funding liabilities for active participants2018-01-310
Total participant count2018-01-31253
Total funding target for all participants2018-01-315,008,480
Balance at beginning of prior year after applicable adjustments2018-01-310
Prefunding balance at beginning of prior year after applicable adjustments2018-01-31242,896
Amount remaining of carryover balance2018-01-310
Amount remaining of prefunding balance2018-01-31242,896
Present value of excess contributions2018-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-310
Balance of carryovers at beginning of current year2018-01-310
Balance of prefunding at beginning of current year2018-01-31270,440
Total employer contributions2018-01-310
Total employee contributions2018-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-310
Contributions made to avoid restrictions adjusted to valuation date2018-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-310
Unpaid minimum required contributions for all prior years2018-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-310
Remaining amount of unpaid minimum required contributions2018-01-310
Minimum required contributions for current year target normal cost2018-01-310
Net shortfall amortization installment of oustanding balance2018-01-310
Waiver amortization installment2018-01-310
Total funding amount beforereflecting carryover/prefunding balances2018-01-310
Carryover balance elected to use to offset funding requirement2018-01-310
Prefunding balance elected to use to offset funding requirement2018-01-310
Additional cash requirement2018-01-310
Contributions allocatedtoward minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for all years2018-01-310
2017: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2017 401k membership
Total participants, beginning-of-year2017-02-01252
Total number of active participants reported on line 7a of the Form 55002017-02-010
Number of retired or separated participants receiving benefits2017-02-0196
Number of other retired or separated participants entitled to future benefits2017-02-01153
Total of all active and inactive participants2017-02-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-011
Total participants2017-02-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
Market value of plan assets2017-01-315,882,939
Acturial value of plan assets2017-01-315,882,939
Funding target for retired participants and beneficiaries receiving payment2017-01-312,637,578
Number of terminated vested participants2017-01-3182
Fundng target for terminated vested participants2017-01-31850,850
Active participant vested funding target2017-01-311,372,456
Number of active participants2017-01-3198
Total funding liabilities for active participants2017-01-311,608,362
Total participant count2017-01-31260
Total funding target for all participants2017-01-315,096,790
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-31256,571
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-310
Prefunding balanced used to offset prior years funding requirement2017-01-310
Amount remaining of carryover balance2017-01-310
Amount remaining of prefunding balance2017-01-31256,571
Present value of excess contributions2017-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-31242,896
Total employer contributions2017-01-310
Total employee contributions2017-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-310
Unpaid minimum required contributions for all prior years2017-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-310
Remaining amount of unpaid minimum required contributions2017-01-310
Minimum required contributions for current year target normal cost2017-01-310
Net shortfall amortization installment of oustanding balance2017-01-310
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-310
Additional cash requirement2017-01-310
Contributions allocatedtoward minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for all years2017-01-310
2016: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2016 401k membership
Total participants, beginning-of-year2016-02-01260
Total number of active participants reported on line 7a of the Form 55002016-02-010
Number of retired or separated participants receiving benefits2016-02-0196
Number of other retired or separated participants entitled to future benefits2016-02-01156
Total of all active and inactive participants2016-02-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-011
Total participants2016-02-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-013
2015: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2015 401k membership
Total participants, beginning-of-year2015-02-01263
Total number of active participants reported on line 7a of the Form 55002015-02-0198
Number of retired or separated participants receiving benefits2015-02-0179
Number of other retired or separated participants entitled to future benefits2015-02-0182
Total of all active and inactive participants2015-02-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-011
Total participants2015-02-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2014 401k membership
Total participants, beginning-of-year2014-02-01267
Total number of active participants reported on line 7a of the Form 55002014-02-01108
Number of retired or separated participants receiving benefits2014-02-0174
Number of other retired or separated participants entitled to future benefits2014-02-0181
Total of all active and inactive participants2014-02-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-012
2013: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2013 401k membership
Total participants, beginning-of-year2013-02-01288
Total number of active participants reported on line 7a of the Form 55002013-02-01102
Number of retired or separated participants receiving benefits2013-02-0179
Number of other retired or separated participants entitled to future benefits2013-02-0186
Total of all active and inactive participants2013-02-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-0120
2012: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2012 401k membership
Total participants, beginning-of-year2012-02-01289
Total number of active participants reported on line 7a of the Form 55002012-02-01130
Number of retired or separated participants receiving benefits2012-02-0174
Number of other retired or separated participants entitled to future benefits2012-02-0184
Total of all active and inactive participants2012-02-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-015
2011: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2011 401k membership
Total participants, beginning-of-year2011-02-01267
Total number of active participants reported on line 7a of the Form 55002011-02-01116
Number of retired or separated participants receiving benefits2011-02-0174
Number of other retired or separated participants entitled to future benefits2011-02-0178
Total of all active and inactive participants2011-02-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-018
2010: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2010 401k membership
Total participants, beginning-of-year2010-02-01269
Total number of active participants reported on line 7a of the Form 55002010-02-01135
Number of retired or separated participants receiving benefits2010-02-0159
Number of other retired or separated participants entitled to future benefits2010-02-0172
Total of all active and inactive participants2010-02-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-014
2009: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2009 401k membership
Total participants, beginning-of-year2009-02-01274
Total number of active participants reported on line 7a of the Form 55002009-02-01148
Number of retired or separated participants receiving benefits2009-02-0155
Number of other retired or separated participants entitled to future benefits2009-02-0166
Total of all active and inactive participants2009-02-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01269

Financial Data on PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA

Measure Date Value
2023 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$-367,303
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$5,850,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$5,678,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$0
Value of total assets at end of year2023-01-31$917,008
Value of total assets at beginning of year2023-01-31$7,135,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$172,293
Total interest from all sources2023-01-31$48,976
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$21,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$21,447
Administrative expenses professional fees incurred2023-01-31$141,863
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$3,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$4
Administrative expenses (other) incurred2023-01-31$20,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-6,218,075
Value of net assets at end of year (total assets less liabilities)2023-01-31$917,008
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$7,135,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$9,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$6,813,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$913,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$321,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$321,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$48,976
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$3,719,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-437,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$1,958,788
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31CROWE LLP
Accountancy firm EIN2023-01-31350921680
2022 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$494,335
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$375,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$304,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$0
Value of total assets at end of year2022-01-31$7,135,083
Value of total assets at beginning of year2022-01-31$7,016,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$71,017
Total interest from all sources2022-01-31$15
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$239,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$239,305
Administrative expenses professional fees incurred2022-01-31$37,291
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$1
Administrative expenses (other) incurred2022-01-31$20,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$118,947
Value of net assets at end of year (total assets less liabilities)2022-01-31$7,135,083
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$7,016,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$13,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$6,813,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$6,877,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$321,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$139,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$139,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$255,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$304,371
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31CROWE LLP
Accountancy firm EIN2022-01-31350921680
2021 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$847,918
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$381,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$314,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$0
Value of total assets at end of year2021-01-31$7,016,136
Value of total assets at beginning of year2021-01-31$6,549,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$66,969
Total interest from all sources2021-01-31$346
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$181,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$181,137
Administrative expenses professional fees incurred2021-01-31$33,717
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$214
Administrative expenses (other) incurred2021-01-31$20,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$466,233
Value of net assets at end of year (total assets less liabilities)2021-01-31$7,016,136
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$6,549,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$13,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$6,877,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$6,380,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$139,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$168,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$168,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$666,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$314,716
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31CROWE LLP
Accountancy firm EIN2021-01-31350921680
2020 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$765,265
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$394,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$324,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Value of total assets at end of year2020-01-31$6,549,903
Value of total assets at beginning of year2020-01-31$6,178,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$69,816
Total interest from all sources2020-01-31$2,021
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$190,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$190,607
Administrative expenses professional fees incurred2020-01-31$37,056
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$242
Administrative expenses (other) incurred2020-01-31$19,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$371,039
Value of net assets at end of year (total assets less liabilities)2020-01-31$6,549,903
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$6,178,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$13,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$6,380,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$6,057,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$168,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$120,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$120,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$2,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$572,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$324,410
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31CROWE LLP
Accountancy firm EIN2020-01-31350921680
2019 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total income from all sources (including contributions)2019-01-31$-123,176
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$397,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$336,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$0
Value of total assets at end of year2019-01-31$6,178,864
Value of total assets at beginning of year2019-01-31$6,699,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$61,557
Total interest from all sources2019-01-31$2,944
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$196,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$196,311
Administrative expenses professional fees incurred2019-01-31$26,807
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$173
Administrative expenses (other) incurred2019-01-31$18,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-521,006
Value of net assets at end of year (total assets less liabilities)2019-01-31$6,178,864
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$6,699,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Investment advisory and management fees2019-01-31$16,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$6,057,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$6,528,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$120,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$171,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$171,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$2,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-31$-322,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31Yes
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$336,273
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31CROWE LLP
Accountancy firm EIN2019-01-31350921680
2018 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$869,432
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$397,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$343,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$0
Value of total assets at end of year2018-01-31$6,699,870
Value of total assets at beginning of year2018-01-31$6,227,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$53,268
Total interest from all sources2018-01-31$966
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$177,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$177,891
Administrative expenses professional fees incurred2018-01-31$28,172
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$57
Administrative expenses (other) incurred2018-01-31$17,457
Total non interest bearing cash at end of year2018-01-31$0
Total non interest bearing cash at beginning of year2018-01-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$472,265
Value of net assets at end of year (total assets less liabilities)2018-01-31$6,699,870
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$6,227,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$7,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$6,528,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$6,067,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$171,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$159,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$159,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$690,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$343,899
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31CROWE LLP
Accountancy firm EIN2018-01-31350921680
2017 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$679,434
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$334,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$304,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$0
Value of total assets at end of year2017-01-31$6,227,605
Value of total assets at beginning of year2017-01-31$5,882,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$29,856
Total interest from all sources2017-01-31$179
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$162,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$162,013
Administrative expenses professional fees incurred2017-01-31$8,206
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$7
Administrative expenses (other) incurred2017-01-31$21,650
Total non interest bearing cash at end of year2017-01-31$1
Total non interest bearing cash at beginning of year2017-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$344,666
Value of net assets at end of year (total assets less liabilities)2017-01-31$6,227,605
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$5,882,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$6,067,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$5,735,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$159,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$147,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$147,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$517,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$304,912
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31CROWE HORWATH LLP
Accountancy firm EIN2017-01-31350921680
2016 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$-335,844
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$262,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$260,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$0
Value of total assets at end of year2016-01-31$5,882,939
Value of total assets at beginning of year2016-01-31$6,481,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$2,500
Total interest from all sources2016-01-31$12
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$202,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$202,480
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$0
Administrative expenses (other) incurred2016-01-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-598,452
Value of net assets at end of year (total assets less liabilities)2016-01-31$5,882,939
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$6,481,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$5,735,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$6,240,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$147,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$241,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$241,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-538,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$260,108
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31CROWE HORWATH LLP
Accountancy firm EIN2016-01-31350921680
2015 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$376,830
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$246,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$246,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$0
Value of total assets at end of year2015-01-31$6,481,391
Value of total assets at beginning of year2015-01-31$6,350,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$0
Total interest from all sources2015-01-31$4
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$240,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$240,628
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$130,412
Value of net assets at end of year (total assets less liabilities)2015-01-31$6,481,391
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$6,350,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$6,240,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$6,213,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$241,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$137,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$137,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$136,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31Yes
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$246,418
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31CROWE HORWATH LLP
Accountancy firm EIN2015-01-31350921680
2014 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$531,030
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$244,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$244,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$0
Value of total assets at end of year2014-01-31$6,350,979
Value of total assets at beginning of year2014-01-31$6,064,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$0
Total interest from all sources2014-01-31$6
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$190,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$190,343
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Other income not declared elsewhere2014-01-31$793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$286,297
Value of net assets at end of year (total assets less liabilities)2014-01-31$6,350,979
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$6,064,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$6,213,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$5,958,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$137,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$106,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$106,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$339,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$244,733
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31CROWE HORWATH LLP
Accountancy firm EIN2014-01-31350921680
2013 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$773,940
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$302,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$302,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$200,000
Value of total assets at end of year2013-01-31$6,064,682
Value of total assets at beginning of year2013-01-31$5,593,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$0
Total interest from all sources2013-01-31$9
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$121,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$121,333
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$471,207
Value of net assets at end of year (total assets less liabilities)2013-01-31$6,064,682
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$5,593,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$5,958,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$5,384,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$106,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$117,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$117,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$452,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$200,000
Employer contributions (assets) at end of year2013-01-31$0
Employer contributions (assets) at beginning of year2013-01-31$91,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$302,733
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31CROWE HORWATH LLP
Accountancy firm EIN2013-01-31350921680
2012 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$707,600
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$203,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$203,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$365,868
Value of total assets at end of year2012-01-31$5,593,475
Value of total assets at beginning of year2012-01-31$5,089,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$0
Total interest from all sources2012-01-31$4
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$118,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$118,954
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$504,443
Value of net assets at end of year (total assets less liabilities)2012-01-31$5,593,475
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$5,089,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$5,384,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$4,992,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$117,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$96,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$96,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$222,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$365,868
Employer contributions (assets) at end of year2012-01-31$91,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$203,157
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31CROWE HORWATH LLP
Accountancy firm EIN2012-01-31350921680
2011 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$954,081
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$161,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$161,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$270,248
Value of total assets at end of year2011-01-31$5,089,032
Value of total assets at beginning of year2011-01-31$4,296,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$792,160
Value of net assets at end of year (total assets less liabilities)2011-01-31$5,089,032
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$4,296,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$4,992,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$4,109,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$96,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$140,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$140,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$683,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$270,248
Employer contributions (assets) at beginning of year2011-01-31$46,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$161,921
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$189,252
Aggregate carrying amount (costs) on sale of assets2011-01-31$189,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-01-31381357951
2010 : PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA

2022: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedYes
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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