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TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 401k Plan overview

Plan NameTEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY
Plan identification number 005

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SMITH FOUNDRY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SMITH FOUNDRY COMPANY
Employer identification number (EIN):411260522
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01GRADY WALL
0052016-01-01GRADY WALL
0052015-01-01GRADY WALL
0052014-01-01GRADY WALL
0052013-01-01GRADY WALL
0052012-01-01GRADY WALL

Plan Statistics for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

401k plan membership statisitcs for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Measure Date Value
2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k membership
Total participants, beginning-of-year2022-01-0126
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k membership
Market value of plan assets2021-12-312,107,110
Acturial value of plan assets2021-12-311,928,802
Funding target for retired participants and beneficiaries receiving payment2021-12-31953,363
Number of terminated vested participants2021-12-3110
Fundng target for terminated vested participants2021-12-31266,826
Active participant vested funding target2021-12-31193,427
Number of active participants2021-12-319
Total funding liabilities for active participants2021-12-31208,490
Total participant count2021-12-3144
Total funding target for all participants2021-12-311,428,679
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3122,000
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k membership
Market value of plan assets2020-12-311,963,948
Acturial value of plan assets2020-12-311,850,468
Funding target for retired participants and beneficiaries receiving payment2020-12-31954,583
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31143,029
Active participant vested funding target2020-12-31353,788
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-31370,062
Total participant count2020-12-3144
Total funding target for all participants2020-12-311,467,674
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3118,000
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0144
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-0144
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k membership
Market value of plan assets2019-12-311,733,901
Acturial value of plan assets2019-12-311,780,991
Funding target for retired participants and beneficiaries receiving payment2019-12-31879,656
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-31260,474
Active participant vested funding target2019-12-31382,073
Number of active participants2019-12-3115
Total funding liabilities for active participants2019-12-31402,834
Total participant count2019-12-3146
Total funding target for all participants2019-12-311,542,964
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3116,000
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0146
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0144
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k membership
Market value of plan assets2018-12-311,851,437
Acturial value of plan assets2018-12-311,770,609
Funding target for retired participants and beneficiaries receiving payment2018-12-31788,002
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-3140,379
Active participant vested funding target2018-12-31659,443
Number of active participants2018-12-3147
Total funding liabilities for active participants2018-12-31695,894
Total participant count2018-12-3172
Total funding target for all participants2018-12-311,524,275
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3128,000
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0147
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-0146
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k membership
Market value of plan assets2017-12-311,852,592
Acturial value of plan assets2017-12-311,889,454
Funding target for retired participants and beneficiaries receiving payment2017-12-31773,667
Number of terminated vested participants2017-12-3112
Fundng target for terminated vested participants2017-12-31127,810
Active participant vested funding target2017-12-31597,949
Number of active participants2017-12-3123
Total funding liabilities for active participants2017-12-31632,863
Total participant count2017-12-3156
Total funding target for all participants2017-12-311,534,340
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3172,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3177,126
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3120,000
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0156
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k membership
Market value of plan assets2016-12-311,769,792
Acturial value of plan assets2016-12-311,837,388
Funding target for retired participants and beneficiaries receiving payment2016-12-31688,536
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31209,590
Active participant vested funding target2016-12-31538,470
Number of active participants2016-12-3124
Total funding liabilities for active participants2016-12-31578,287
Total participant count2016-12-3157
Total funding target for all participants2016-12-311,476,413
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3196,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31102,181
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3175,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3172,692
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3114,553
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3172,692
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0157
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-0170
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-0171
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-0173
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Measure Date Value
2022 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k financial data
Total plan liabilities at beginning of year2022-05-31$14,853
Total income from all sources2022-05-31$-1,260
Expenses. Total of all expenses incurred2022-05-31$145,842
Benefits paid (including direct rollovers)2022-05-31$145,842
Total plan assets at beginning of year2022-05-31$161,955
Value of fidelity bond covering the plan2022-05-31$500,000
Other income received2022-05-31$-1,260
Net income (gross income less expenses)2022-05-31$-147,102
Net plan assets at end of year (total assets less liabilities)2022-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$147,102
2021 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k financial data
Total plan liabilities at end of year2021-12-31$14,853
Total plan liabilities at beginning of year2021-12-31$869
Total income from all sources2021-12-31$-28,218
Expenses. Total of all expenses incurred2021-12-31$1,931,790
Benefits paid (including direct rollovers)2021-12-31$1,900,151
Total plan assets at end of year2021-12-31$161,955
Total plan assets at beginning of year2021-12-31$2,107,979
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$-28,218
Net income (gross income less expenses)2021-12-31$-1,960,008
Net plan assets at end of year (total assets less liabilities)2021-12-31$147,102
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,107,110
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k financial data
Total plan liabilities at end of year2020-12-31$869
Total plan liabilities at beginning of year2020-12-31$1,072
Total income from all sources2020-12-31$262,193
Expenses. Total of all expenses incurred2020-12-31$119,031
Benefits paid (including direct rollovers)2020-12-31$97,869
Total plan assets at end of year2020-12-31$2,107,979
Total plan assets at beginning of year2020-12-31$1,965,020
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$262,193
Net income (gross income less expenses)2020-12-31$143,162
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,107,110
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,963,948
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$21,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,072
Total plan liabilities at beginning of year2019-12-31$2,697
Total income from all sources2019-12-31$339,533
Expenses. Total of all expenses incurred2019-12-31$109,487
Benefits paid (including direct rollovers)2019-12-31$91,734
Total plan assets at end of year2019-12-31$1,965,020
Total plan assets at beginning of year2019-12-31$1,736,599
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$339,533
Net income (gross income less expenses)2019-12-31$230,046
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,963,948
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,733,902
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,697
Total plan liabilities at beginning of year2018-12-31$2,378
Total income from all sources2018-12-31$-19,904
Expenses. Total of all expenses incurred2018-12-31$97,631
Benefits paid (including direct rollovers)2018-12-31$81,692
Total plan assets at end of year2018-12-31$1,736,599
Total plan assets at beginning of year2018-12-31$1,853,815
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-19,904
Net income (gross income less expenses)2018-12-31$-117,535
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,733,902
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,851,437
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k financial data
Total plan liabilities at end of year2017-12-31$2,378
Total plan liabilities at beginning of year2017-12-31$2,394
Total income from all sources2017-12-31$237,833
Expenses. Total of all expenses incurred2017-12-31$238,986
Benefits paid (including direct rollovers)2017-12-31$211,048
Total plan assets at end of year2017-12-31$1,853,815
Total plan assets at beginning of year2017-12-31$1,854,984
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$237,833
Net income (gross income less expenses)2017-12-31$-1,153
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,851,437
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,852,590
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$27,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,394
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$183,332
Expenses. Total of all expenses incurred2016-12-31$100,580
Benefits paid (including direct rollovers)2016-12-31$80,828
Total plan assets at end of year2016-12-31$1,854,984
Total plan assets at beginning of year2016-12-31$1,769,838
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$108,332
Net income (gross income less expenses)2016-12-31$82,752
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,852,590
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,769,838
Total contributions received or receivable from employer(s)2016-12-31$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$19,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$1,884
Total income from all sources2015-12-31$122,891
Expenses. Total of all expenses incurred2015-12-31$85,352
Benefits paid (including direct rollovers)2015-12-31$70,799
Total plan assets at end of year2015-12-31$1,769,838
Total plan assets at beginning of year2015-12-31$1,734,183
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$14,553
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$22,891
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$37,539
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,769,838
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,732,299
Total contributions received or receivable from employer(s)2015-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,884
Total plan liabilities at beginning of year2014-12-31$1,722
Total income from all sources2014-12-31$198,468
Expenses. Total of all expenses incurred2014-12-31$90,582
Benefits paid (including direct rollovers)2014-12-31$75,752
Total plan assets at end of year2014-12-31$1,734,183
Total plan assets at beginning of year2014-12-31$1,626,135
Value of fidelity bond covering the plan2014-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,830
Other income received2014-12-31$96,928
Net income (gross income less expenses)2014-12-31$107,886
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,732,299
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,624,413
Total contributions received or receivable from employer(s)2014-12-31$101,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,722
Total plan liabilities at beginning of year2013-12-31$1,663
Total income from all sources2013-12-31$335,075
Expenses. Total of all expenses incurred2013-12-31$87,157
Benefits paid (including direct rollovers)2013-12-31$73,912
Total plan assets at end of year2013-12-31$1,626,135
Total plan assets at beginning of year2013-12-31$1,378,158
Value of fidelity bond covering the plan2013-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$13,245
Other income received2013-12-31$235,984
Net income (gross income less expenses)2013-12-31$247,918
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,624,413
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,376,495
Total contributions received or receivable from employer(s)2013-12-31$99,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,663
Total plan liabilities at beginning of year2012-12-31$1,464
Total income from all sources2012-12-31$264,704
Expenses. Total of all expenses incurred2012-12-31$81,366
Benefits paid (including direct rollovers)2012-12-31$69,519
Total plan assets at end of year2012-12-31$1,378,158
Total plan assets at beginning of year2012-12-31$1,194,621
Value of fidelity bond covering the plan2012-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$11,847
Other income received2012-12-31$134,425
Net income (gross income less expenses)2012-12-31$183,338
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,376,495
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,193,157
Total contributions received or receivable from employer(s)2012-12-31$130,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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