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RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY
Plan identification number 005

RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).

401k Sponsoring company profile

PLYMOUTH TUBE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PLYMOUTH TUBE COMPANY
Employer identification number (EIN):380933700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-09-01DEBORAH M. LANGE2024-06-05
0052021-09-01DEBORAH M. LANGE2023-06-09
0052021-09-01DEBORAH M. LANGE2023-09-25
0052020-09-01DEBORAH M. LANGE2022-06-06
0052019-09-01DEBORAH M. LANGE2021-06-11
0052019-09-01DEBORAH M. LANGE2022-02-07
0052018-09-01DEBORAH M. LANGE2020-04-29
0052017-09-01DEBORAH M. LANGE2019-05-20
0052016-09-01
0052015-09-01
0052014-09-01
0052013-09-01DEBORAH M. LANGE
0052012-09-01DEBORAH M. LANGE
0052011-09-01DEBORAH M. LANGE
0052009-09-01GREGG PLUMLEY

Plan Statistics for RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY

Measure Date Value
2023: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2023 401k membership
Market value of plan assets2023-08-3112,186,410
Acturial value of plan assets2023-08-3113,405,051
Funding target for retired participants and beneficiaries receiving payment2023-08-3112,922,900
Number of terminated vested participants2023-08-3148
Fundng target for terminated vested participants2023-08-311,234,761
Active participant vested funding target2023-08-311,414,048
Number of active participants2023-08-3139
Total funding liabilities for active participants2023-08-311,414,048
Total participant count2023-08-31249
Total funding target for all participants2023-08-3115,571,709
Balance at beginning of prior year after applicable adjustments2023-08-310
Prefunding balance at beginning of prior year after applicable adjustments2023-08-3164,978
Carryover balanced portion elected for use to offset prior years funding requirement2023-08-310
Prefunding balanced used to offset prior years funding requirement2023-08-3164,978
Amount remaining of carryover balance2023-08-310
Amount remaining of prefunding balance2023-08-310
Present value of excess contributions2023-08-31522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-08-31466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-08-310
Reductions in caryover balances due to elections or deemed elections2023-08-310
Reductions in prefunding balances due to elections or deemed elections2023-08-310
Balance of carryovers at beginning of current year2023-08-310
Balance of prefunding at beginning of current year2023-08-310
Total employer contributions2023-08-31436,000
Total employee contributions2023-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-08-310
Contributions made to avoid restrictions adjusted to valuation date2023-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-08-31406,751
Liquidity shortfalls end of Q12023-08-310
Liquidity shortfalls end of Q22023-08-310
Liquidity shortfalls end of Q32023-08-310
Liquidity shortfalls end of Q42023-08-310
Unpaid minimum required contributions for all prior years2023-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-08-310
Remaining amount of unpaid minimum required contributions2023-08-310
Minimum required contributions for current year target normal cost2023-08-31197,935
Net shortfall amortization installment of oustanding balance2023-08-312,166,658
Waiver amortization installment2023-08-310
Total funding amount beforereflecting carryover/prefunding balances2023-08-31406,387
Additional cash requirement2023-08-31406,387
Contributions allocatedtoward minimum required contributions for current year2023-08-31406,751
Unpaid minimum required contributions for current year2023-08-310
Unpaid minimum required contributions for all years2023-08-310
2022: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2022 401k membership
Total participants, beginning-of-year2022-09-01249
Total number of active participants reported on line 7a of the Form 55002022-09-0135
Number of retired or separated participants receiving benefits2022-09-01139
Number of other retired or separated participants entitled to future benefits2022-09-0146
Total of all active and inactive participants2022-09-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-0122
Total participants2022-09-01242
Number of participants with account balances2022-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-010
Market value of plan assets2022-08-3116,305,346
Acturial value of plan assets2022-08-3115,310,704
Funding target for retired participants and beneficiaries receiving payment2022-08-3113,458,146
Number of terminated vested participants2022-08-3143
Fundng target for terminated vested participants2022-08-311,040,454
Active participant vested funding target2022-08-311,414,310
Number of active participants2022-08-3145
Total funding liabilities for active participants2022-08-311,414,310
Total participant count2022-08-31255
Total funding target for all participants2022-08-3115,912,910
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-310
Amount remaining of prefunding balance2022-08-310
Present value of excess contributions2022-08-3161,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-3164,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-3164,978
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-3164,978
Total employer contributions2022-08-3117,100
Total employee contributions2022-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-3115,909
Liquidity shortfalls end of Q12022-08-310
Liquidity shortfalls end of Q22022-08-310
Liquidity shortfalls end of Q32022-08-310
Liquidity shortfalls end of Q42022-08-310
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-3113,311
Net shortfall amortization installment of oustanding balance2022-08-31667,184
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-3180,365
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-3164,978
Additional cash requirement2022-08-3115,387
Contributions allocatedtoward minimum required contributions for current year2022-08-3115,909
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2021 401k membership
Total participants, beginning-of-year2021-09-01255
Total number of active participants reported on line 7a of the Form 55002021-09-0139
Number of retired or separated participants receiving benefits2021-09-01140
Number of other retired or separated participants entitled to future benefits2021-09-0146
Total of all active and inactive participants2021-09-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-0124
Total participants2021-09-01249
Number of participants with account balances2021-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
Market value of plan assets2021-08-3115,404,306
Acturial value of plan assets2021-08-3115,132,264
Funding target for retired participants and beneficiaries receiving payment2021-08-3113,788,704
Number of terminated vested participants2021-08-3139
Fundng target for terminated vested participants2021-08-31937,360
Active participant vested funding target2021-08-311,555,619
Number of active participants2021-08-3153
Total funding liabilities for active participants2021-08-311,555,619
Total participant count2021-08-31261
Total funding target for all participants2021-08-3116,281,683
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-31923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-31973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-31187,000
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-31182,975
Liquidity shortfalls end of Q12021-08-310
Liquidity shortfalls end of Q22021-08-310
Liquidity shortfalls end of Q32021-08-310
Liquidity shortfalls end of Q42021-08-310
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-3113,528
Net shortfall amortization installment of oustanding balance2021-08-311,149,419
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-31121,443
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-31121,443
Contributions allocatedtoward minimum required contributions for current year2021-08-31182,975
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2020 401k membership
Total participants, beginning-of-year2020-09-01261
Total number of active participants reported on line 7a of the Form 55002020-09-0145
Number of retired or separated participants receiving benefits2020-09-01146
Number of other retired or separated participants entitled to future benefits2020-09-0142
Total of all active and inactive participants2020-09-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-0122
Total participants2020-09-01255
Number of participants with account balances2020-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
Market value of plan assets2020-08-3115,160,288
Acturial value of plan assets2020-08-3115,177,181
Funding target for retired participants and beneficiaries receiving payment2020-08-3113,737,557
Number of terminated vested participants2020-08-3139
Fundng target for terminated vested participants2020-08-311,577,040
Active participant vested funding target2020-08-311,796,309
Number of active participants2020-08-3160
Total funding liabilities for active participants2020-08-311,796,309
Total participant count2020-08-31267
Total funding target for all participants2020-08-3117,110,906
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-311,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-311,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-31426,000
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-31408,268
Liquidity shortfalls end of Q12020-08-310
Liquidity shortfalls end of Q22020-08-310
Liquidity shortfalls end of Q32020-08-310
Liquidity shortfalls end of Q42020-08-310
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-3114,596
Net shortfall amortization installment of oustanding balance2020-08-311,933,725
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-31407,345
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-31407,345
Contributions allocatedtoward minimum required contributions for current year2020-08-31408,268
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2019 401k membership
Total participants, beginning-of-year2019-09-01267
Total number of active participants reported on line 7a of the Form 55002019-09-0153
Number of retired or separated participants receiving benefits2019-09-01150
Number of other retired or separated participants entitled to future benefits2019-09-0139
Total of all active and inactive participants2019-09-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-0119
Total participants2019-09-01261
Number of participants with account balances2019-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
Market value of plan assets2019-08-3115,211,274
Acturial value of plan assets2019-08-3115,120,836
Funding target for retired participants and beneficiaries receiving payment2019-08-3113,526,531
Number of terminated vested participants2019-08-3141
Fundng target for terminated vested participants2019-08-311,569,886
Active participant vested funding target2019-08-311,788,323
Number of active participants2019-08-3164
Total funding liabilities for active participants2019-08-311,788,323
Total participant count2019-08-31270
Total funding target for all participants2019-08-3116,884,740
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-311,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-311,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-31360,000
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31339,872
Liquidity shortfalls end of Q12019-08-310
Liquidity shortfalls end of Q22019-08-310
Liquidity shortfalls end of Q32019-08-310
Liquidity shortfalls end of Q42019-08-310
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-3113,442
Net shortfall amortization installment of oustanding balance2019-08-311,763,904
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-31338,606
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-31338,606
Contributions allocatedtoward minimum required contributions for current year2019-08-31339,872
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2018 401k membership
Total participants, beginning-of-year2018-09-01270
Total number of active participants reported on line 7a of the Form 55002018-09-0160
Number of retired or separated participants receiving benefits2018-09-01147
Number of other retired or separated participants entitled to future benefits2018-09-0139
Total of all active and inactive participants2018-09-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-0121
Total participants2018-09-01267
Number of participants with account balances2018-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
Market value of plan assets2018-08-3120,539,644
Acturial value of plan assets2018-08-3119,848,171
Funding target for retired participants and beneficiaries receiving payment2018-08-3113,325,242
Number of terminated vested participants2018-08-31166
Fundng target for terminated vested participants2018-08-315,481,494
Active participant vested funding target2018-08-311,901,376
Number of active participants2018-08-3171
Total funding liabilities for active participants2018-08-311,901,376
Total participant count2018-08-31396
Total funding target for all participants2018-08-3120,708,112
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-31575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-31183,000
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31172,524
Liquidity shortfalls end of Q12018-08-310
Liquidity shortfalls end of Q22018-08-310
Liquidity shortfalls end of Q32018-08-310
Liquidity shortfalls end of Q42018-08-310
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-3113,318
Net shortfall amortization installment of oustanding balance2018-08-31859,941
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-31171,511
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-31171,511
Contributions allocatedtoward minimum required contributions for current year2018-08-31172,524
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2017 401k membership
Total participants, beginning-of-year2017-09-01396
Total number of active participants reported on line 7a of the Form 55002017-09-0164
Number of retired or separated participants receiving benefits2017-09-01146
Number of other retired or separated participants entitled to future benefits2017-09-0141
Total of all active and inactive participants2017-09-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-0119
Total participants2017-09-01270
Number of participants with account balances2017-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Market value of plan assets2017-08-3119,854,943
Acturial value of plan assets2017-08-3120,246,282
Funding target for retired participants and beneficiaries receiving payment2017-08-3113,307,941
Number of terminated vested participants2017-08-31194
Fundng target for terminated vested participants2017-08-315,644,480
Active participant vested funding target2017-08-311,741,213
Number of active participants2017-08-3169
Total funding liabilities for active participants2017-08-311,741,213
Total participant count2017-08-31417
Total funding target for all participants2017-08-3120,693,634
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-311,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-311,181
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-31100,000
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-3195,161
Liquidity shortfalls end of Q12017-08-310
Liquidity shortfalls end of Q22017-08-310
Liquidity shortfalls end of Q32017-08-310
Liquidity shortfalls end of Q42017-08-310
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-3113,649
Net shortfall amortization installment of oustanding balance2017-08-31447,352
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-3194,586
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-3194,586
Contributions allocatedtoward minimum required contributions for current year2017-08-3195,161
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2016 401k membership
Total participants, beginning-of-year2016-09-01417
Total number of active participants reported on line 7a of the Form 55002016-09-0171
Number of retired or separated participants receiving benefits2016-09-01141
Number of other retired or separated participants entitled to future benefits2016-09-01163
Total of all active and inactive participants2016-09-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-0121
Total participants2016-09-01396
Number of participants with account balances2016-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-09-01418
Total number of active participants reported on line 7a of the Form 55002015-09-0169
Number of retired or separated participants receiving benefits2015-09-01137
Number of other retired or separated participants entitled to future benefits2015-09-01192
Total of all active and inactive participants2015-09-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-0119
Total participants2015-09-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-09-01419
Total number of active participants reported on line 7a of the Form 55002014-09-0153
Number of retired or separated participants receiving benefits2014-09-01136
Number of other retired or separated participants entitled to future benefits2014-09-01208
Total of all active and inactive participants2014-09-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-0121
Total participants2014-09-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-09-01423
Total number of active participants reported on line 7a of the Form 55002013-09-0156
Number of retired or separated participants receiving benefits2013-09-01131
Number of other retired or separated participants entitled to future benefits2013-09-01214
Total of all active and inactive participants2013-09-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-0118
Total participants2013-09-01419
Number of participants with account balances2013-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-09-01430
Total number of active participants reported on line 7a of the Form 55002012-09-0158
Number of retired or separated participants receiving benefits2012-09-01118
Number of other retired or separated participants entitled to future benefits2012-09-01226
Total of all active and inactive participants2012-09-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-0121
Total participants2012-09-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2011 401k membership
Total participants, beginning-of-year2011-09-01433
Total number of active participants reported on line 7a of the Form 55002011-09-0193
Number of retired or separated participants receiving benefits2011-09-01114
Number of other retired or separated participants entitled to future benefits2011-09-01201
Total of all active and inactive participants2011-09-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-0122
Total participants2011-09-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-09-01436
Total number of active participants reported on line 7a of the Form 55002009-09-01107
Number of retired or separated participants receiving benefits2009-09-0198
Number of other retired or separated participants entitled to future benefits2009-09-01208
Total of all active and inactive participants2009-09-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-0117
Total participants2009-09-01430
Number of participants with account balances2009-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY

Measure Date Value
2023 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total income from all sources (including contributions)2023-08-31$829,903
Total loss/gain on sale of assets2023-08-31$0
Total of all expenses incurred2023-08-31$1,392,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$1,378,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$436,000
Value of total assets at end of year2023-08-31$11,623,743
Value of total assets at beginning of year2023-08-31$12,186,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$14,602
Total interest from all sources2023-08-31$27,021
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$0
Administrative expenses professional fees incurred2023-08-31$14,602
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-08-31$903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-08-31$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$-562,968
Value of net assets at end of year (total assets less liabilities)2023-08-31$11,623,743
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$12,186,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-08-31$357,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-08-31$359,254
Value of interest in master investment trust accounts at end of year2023-08-31$10,892,054
Value of interest in master investment trust accounts at beginning of year2023-08-31$11,810,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-08-31$27,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31Yes
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Contributions received in cash from employer2023-08-31$436,000
Employer contributions (assets) at end of year2023-08-31$373,000
Employer contributions (assets) at beginning of year2023-08-31$17,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$1,378,269
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31SIKICH CPA LLC
Accountancy firm EIN2023-08-31541172176
2022 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$6,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$6,443
Total income from all sources (including contributions)2022-08-31$0
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$0
Value of total assets at end of year2022-08-31$16,311,789
Value of total assets at beginning of year2022-08-31$16,311,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$0
Total interest from all sources2022-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$421,355
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$6,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$6,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$0
Value of net assets at end of year (total assets less liabilities)2022-08-31$16,305,346
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$16,305,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$16,311,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$16,311,789
Value of interest in master investment trust accounts at end of year2022-08-31$11,810,241
Value of interest in master investment trust accounts at beginning of year2022-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-2,945,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$17,100
Employer contributions (assets) at end of year2022-08-31$17,100
Employer contributions (assets) at beginning of year2022-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$1,416,109
Contract administrator fees2022-08-31$197,461
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31CASSELL PLAN AUDITS
Accountancy firm EIN2022-08-31462966358
2021 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$6,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$6,941
Total income from all sources (including contributions)2021-08-31$2,346,511
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$1,447,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$1,434,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$187,000
Value of total assets at end of year2021-08-31$16,311,789
Value of total assets at beginning of year2021-08-31$15,413,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$13,311
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$425,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$425,982
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$6,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$6,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$898,871
Value of net assets at end of year (total assets less liabilities)2021-08-31$16,305,346
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$15,406,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$16,311,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$14,147,820
Value of interest in pooled separate accounts at end of year2021-08-31$0
Value of interest in pooled separate accounts at beginning of year2021-08-31$1,094,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,654,902
Net investment gain/loss from pooled separate accounts2021-08-31$78,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31Yes
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$187,000
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$171,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$1,434,329
Contract administrator fees2021-08-31$13,311
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31CASSELL PLAN AUDITS
Accountancy firm EIN2021-08-31462966358
2020 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$6,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$7,902
Total income from all sources (including contributions)2020-08-31$1,673,856
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$1,432,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$1,418,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$426,000
Value of total assets at end of year2020-08-31$15,413,416
Value of total assets at beginning of year2020-08-31$15,172,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$13,528
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$442,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$442,909
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$6,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$7,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$241,565
Value of net assets at end of year (total assets less liabilities)2020-08-31$15,406,475
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$15,164,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$14,147,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$13,853,877
Value of interest in pooled separate accounts at end of year2020-08-31$1,094,596
Value of interest in pooled separate accounts at beginning of year2020-08-31$1,087,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$798,287
Net investment gain/loss from pooled separate accounts2020-08-31$6,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$426,000
Employer contributions (assets) at end of year2020-08-31$171,000
Employer contributions (assets) at beginning of year2020-08-31$231,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$1,418,763
Contract administrator fees2020-08-31$13,528
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2020-08-31462966358
2019 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$7,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$8,286
Total income from all sources (including contributions)2019-08-31$1,365,816
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$1,414,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,399,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$360,200
Value of total assets at end of year2019-08-31$15,172,812
Value of total assets at beginning of year2019-08-31$15,221,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$14,596
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$465,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$465,571
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$7,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$8,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-48,724
Value of net assets at end of year (total assets less liabilities)2019-08-31$15,164,910
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$15,213,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$13,853,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$14,083,892
Value of interest in pooled separate accounts at end of year2019-08-31$1,087,935
Value of interest in pooled separate accounts at beginning of year2019-08-31$1,027,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$479,138
Net investment gain/loss from pooled separate accounts2019-08-31$60,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$360,200
Employer contributions (assets) at end of year2019-08-31$231,000
Employer contributions (assets) at beginning of year2019-08-31$111,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,399,944
Contract administrator fees2019-08-31$14,596
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2019-08-31462966358
2018 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$8,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$17,801
Total income from all sources (including contributions)2018-08-31$1,223,069
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$6,544,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$6,531,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$183,000
Value of total assets at end of year2018-08-31$15,221,920
Value of total assets at beginning of year2018-08-31$20,552,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$13,442
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$607,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$607,195
Administrative expenses professional fees incurred2018-08-31$13,442
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$8,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$12,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-5,321,557
Value of net assets at end of year (total assets less liabilities)2018-08-31$15,213,634
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$20,535,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$14,083,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$19,212,118
Value of interest in pooled separate accounts at end of year2018-08-31$1,027,028
Value of interest in pooled separate accounts at beginning of year2018-08-31$1,297,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$328,688
Net investment gain/loss from pooled separate accounts2018-08-31$104,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$183,000
Employer contributions (assets) at end of year2018-08-31$111,000
Employer contributions (assets) at beginning of year2018-08-31$43,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$6,531,184
Liabilities. Value of benefit claims payable at end of year2018-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$5,134
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2018-08-31462966358
2017 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$17,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$11,895
Total income from all sources (including contributions)2017-08-31$2,111,816
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$1,433,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$1,420,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$100,000
Value of total assets at end of year2017-08-31$20,552,992
Value of total assets at beginning of year2017-08-31$19,868,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$13,318
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$580,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$580,832
Administrative expenses professional fees incurred2017-08-31$13,318
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$12,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$11,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$678,111
Value of net assets at end of year (total assets less liabilities)2017-08-31$20,535,191
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$19,857,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$19,212,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$18,592,653
Value of interest in pooled separate accounts at end of year2017-08-31$1,297,874
Value of interest in pooled separate accounts at beginning of year2017-08-31$1,195,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,328,432
Net investment gain/loss from pooled separate accounts2017-08-31$102,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$100,000
Employer contributions (assets) at end of year2017-08-31$43,000
Employer contributions (assets) at beginning of year2017-08-31$81,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$1,420,387
Liabilities. Value of benefit claims payable at end of year2017-08-31$5,134
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2017-08-31462966358
2016 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$11,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$4,607
Total income from all sources (including contributions)2016-08-31$1,945,996
Total of all expenses incurred2016-08-31$1,388,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,374,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$81,000
Value of total assets at end of year2016-08-31$19,868,975
Value of total assets at beginning of year2016-08-31$19,303,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$13,650
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$579,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$579,735
Administrative expenses professional fees incurred2016-08-31$13,650
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$11,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$4,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$557,917
Value of net assets at end of year (total assets less liabilities)2016-08-31$19,857,080
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$19,299,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$18,592,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$17,918,005
Value of interest in pooled separate accounts at end of year2016-08-31$1,195,322
Value of interest in pooled separate accounts at beginning of year2016-08-31$1,385,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$925,671
Net investment gain/loss from pooled separate accounts2016-08-31$359,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$81,000
Employer contributions (assets) at end of year2016-08-31$81,000
Employer contributions (assets) at beginning of year2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,374,429
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31RSM US LLP
Accountancy firm EIN2016-08-31420714325
2015 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$4,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$24,390
Total income from all sources (including contributions)2015-08-31$-918,707
Total of all expenses incurred2015-08-31$1,358,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,345,870
Value of total assets at end of year2015-08-31$19,303,770
Value of total assets at beginning of year2015-08-31$21,601,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$13,123
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$578,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$578,217
Administrative expenses professional fees incurred2015-08-31$13,123
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$4,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$24,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,277,700
Value of net assets at end of year (total assets less liabilities)2015-08-31$19,299,163
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$21,576,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$17,918,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$19,819,308
Value of interest in pooled separate accounts at end of year2015-08-31$1,385,765
Value of interest in pooled separate accounts at beginning of year2015-08-31$1,425,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,688,245
Net investment gain/loss from pooled separate accounts2015-08-31$191,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Employer contributions (assets) at end of year2015-08-31$0
Employer contributions (assets) at beginning of year2015-08-31$356,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,345,870
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31RSM US LLP
Accountancy firm EIN2015-08-31420714325
2014 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$24,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$24,332
Total income from all sources (including contributions)2014-08-31$3,377,720
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,290,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,278,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$356,562
Value of total assets at end of year2014-08-31$21,601,253
Value of total assets at beginning of year2014-08-31$19,514,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$12,791
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$589,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$589,334
Administrative expenses professional fees incurred2014-08-31$12,791
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$24,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$24,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$2,086,753
Value of net assets at end of year (total assets less liabilities)2014-08-31$21,576,863
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$19,490,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$19,819,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$18,101,875
Value of interest in pooled separate accounts at end of year2014-08-31$1,425,383
Value of interest in pooled separate accounts at beginning of year2014-08-31$1,412,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$2,287,019
Net investment gain/loss from pooled separate accounts2014-08-31$144,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$356,562
Employer contributions (assets) at end of year2014-08-31$356,562
Employer contributions (assets) at beginning of year2014-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,278,176
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31MCGLADREY LLP
Accountancy firm EIN2014-08-31420714325
2013 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$24,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$1,222,466
Total of all expenses incurred2013-08-31$1,245,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,238,225
Value of total assets at end of year2013-08-31$19,514,442
Value of total assets at beginning of year2013-08-31$19,513,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$7,252
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$759,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$759,686
Administrative expenses professional fees incurred2013-08-31$6,002
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$24,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-23,011
Value of net assets at end of year (total assets less liabilities)2013-08-31$19,490,110
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$19,513,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$18,101,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$16,499,700
Value of interest in pooled separate accounts at end of year2013-08-31$1,412,567
Value of interest in pooled separate accounts at beginning of year2013-08-31$2,985,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$269,113
Net investment gain/loss from pooled separate accounts2013-08-31$193,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Employer contributions (assets) at end of year2013-08-31$0
Employer contributions (assets) at beginning of year2013-08-31$28,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,238,225
Contract administrator fees2013-08-31$1,250
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31MCGLADREY LLP
Accountancy firm EIN2013-08-31420714325
2012 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$1,872,410
Total of all expenses incurred2012-08-31$1,247,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$1,246,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$547,176
Value of total assets at end of year2012-08-31$19,513,121
Value of total assets at beginning of year2012-08-31$18,888,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$624,983
Value of net assets at end of year (total assets less liabilities)2012-08-31$19,513,121
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$18,888,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$16,499,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$12,396,255
Value of interest in pooled separate accounts at end of year2012-08-31$2,985,333
Value of interest in pooled separate accounts at beginning of year2012-08-31$5,783,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$285,626
Net investment gain/loss from pooled separate accounts2012-08-31$1,039,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$547,176
Employer contributions (assets) at end of year2012-08-31$28,088
Employer contributions (assets) at beginning of year2012-08-31$708,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$1,246,877
Contract administrator fees2012-08-31$550
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31MCGLADREY LLP
Accountancy firm EIN2012-08-31420714325
2011 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$2,066,139
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,161,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,161,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$708,865
Value of total assets at end of year2011-08-31$18,888,138
Value of total assets at beginning of year2011-08-31$17,983,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$550
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$904,162
Value of net assets at end of year (total assets less liabilities)2011-08-31$18,888,138
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$17,983,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$12,396,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$12,369,661
Value of interest in pooled separate accounts at end of year2011-08-31$5,783,570
Value of interest in pooled separate accounts at beginning of year2011-08-31$4,813,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$-361,694
Net investment gain/loss from pooled separate accounts2011-08-31$1,718,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$708,865
Employer contributions (assets) at end of year2011-08-31$708,313
Employer contributions (assets) at beginning of year2011-08-31$800,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,161,427
Contract administrator fees2011-08-31$550
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MCGLADREY LLP
Accountancy firm EIN2011-08-31420714325
2010 : RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY

2022: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF PLYMOUTH TUBE COMPANY 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802589
Policy instance 1
Insurance contract or identification number802589
Number of Individuals Covered0
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802589
Policy instance 1
Insurance contract or identification number802589
Number of Individuals Covered261
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802589
Policy instance 1
Insurance contract or identification number802589
Number of Individuals Covered267
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802589
Policy instance 1
Insurance contract or identification number802589
Number of Individuals Covered270
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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