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PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 401k Plan overview

Plan NamePENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999
Plan identification number 018

PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 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).

401k Sponsoring company profile

KATO ENGINEERING, INC has sponsored the creation of one or more 401k plans.

Company Name:KATO ENGINEERING, INC
Employer identification number (EIN):411911427
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182015-10-01LARRY BRUNNER LARRY BRUNNER2017-07-17
0182014-10-01LARRY BRUNNER
0182013-10-01LARRY BRUNNER LARRY BRUNNER2015-07-14
0182012-10-01LARRY BRUNNER LARRY BRUNNER2014-07-14
0182011-10-01DAVID YARMUTH
0182009-10-01JAN BANSCH
0182008-10-01

Plan Statistics for PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999

401k plan membership statisitcs for PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999

Measure Date Value
2015: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2015 401k membership
Total participants, beginning-of-year2015-10-01484
Total number of active participants reported on line 7a of the Form 55002015-10-01223
Number of retired or separated participants receiving benefits2015-10-01110
Number of other retired or separated participants entitled to future benefits2015-10-01143
Total of all active and inactive participants2015-10-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-014
Total participants2015-10-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0125
2014: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2014 401k membership
Total participants, beginning-of-year2014-10-01525
Total number of active participants reported on line 7a of the Form 55002014-10-01264
Number of retired or separated participants receiving benefits2014-10-01102
Number of other retired or separated participants entitled to future benefits2014-10-01116
Total of all active and inactive participants2014-10-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0150
2013: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2013 401k membership
Total participants, beginning-of-year2013-10-01537
Total number of active participants reported on line 7a of the Form 55002013-10-01341
Number of retired or separated participants receiving benefits2013-10-0189
Number of other retired or separated participants entitled to future benefits2013-10-0193
Total of all active and inactive participants2013-10-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-012
Total participants2013-10-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0116
2012: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2012 401k membership
Total participants, beginning-of-year2012-10-01523
Total number of active participants reported on line 7a of the Form 55002012-10-01365
Number of retired or separated participants receiving benefits2012-10-0185
Number of other retired or separated participants entitled to future benefits2012-10-0185
Total of all active and inactive participants2012-10-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-012
Total participants2012-10-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0115
2011: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2011 401k membership
Total participants, beginning-of-year2011-10-01455
Total number of active participants reported on line 7a of the Form 55002011-10-01361
Number of retired or separated participants receiving benefits2011-10-0177
Number of other retired or separated participants entitled to future benefits2011-10-0183
Total of all active and inactive participants2011-10-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0126
2009: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2009 401k membership
Total participants, beginning-of-year2009-10-01408
Total number of active participants reported on line 7a of the Form 55002009-10-01290
Number of retired or separated participants receiving benefits2009-10-0166
Number of other retired or separated participants entitled to future benefits2009-10-0178
Total of all active and inactive participants2009-10-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999

Measure Date Value
2016 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,461,975
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$708,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$577,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$21,756,585
Value of total assets at beginning of year2016-09-30$20,002,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$130,856
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$27,111
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$25,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Administrative expenses (other) incurred2016-09-30$103,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,753,725
Value of net assets at end of year (total assets less liabilities)2016-09-30$21,756,585
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$20,002,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in master investment trust accounts at end of year2016-09-30$21,756,585
Value of interest in master investment trust accounts at beginning of year2016-09-30$20,002,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$577,394
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GRANT THORNTON LLP
Accountancy firm EIN2016-09-30366055558
2015 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$-660,829
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$544,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$488,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$20,002,860
Value of total assets at beginning of year2015-09-30$21,208,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$55,518
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$26,713
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$25,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Administrative expenses (other) incurred2015-09-30$28,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,205,339
Value of net assets at end of year (total assets less liabilities)2015-09-30$20,002,860
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$21,208,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in master investment trust accounts at end of year2015-09-30$20,002,860
Value of interest in master investment trust accounts at beginning of year2015-09-30$21,158,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Employer contributions (assets) at beginning of year2015-09-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$488,992
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GRANT THORNTON LLP
Accountancy firm EIN2015-09-30366055558
2014 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,088,166
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$469,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$422,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$50,000
Value of total assets at end of year2014-09-30$21,208,199
Value of total assets at beginning of year2014-09-30$19,589,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$47,178
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$21,595
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$25,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$25,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,618,988
Value of net assets at end of year (total assets less liabilities)2014-09-30$21,208,199
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$19,589,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in master investment trust accounts at end of year2014-09-30$21,158,199
Value of interest in master investment trust accounts at beginning of year2014-09-30$17,789,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$50,000
Employer contributions (assets) at end of year2014-09-30$50,000
Employer contributions (assets) at beginning of year2014-09-30$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$422,000
Did the plan have assets held for investment2014-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GRANT THORNTON LLP
Accountancy firm EIN2014-09-30366055558
2013 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$3,767,370
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$429,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$381,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,800,000
Value of total assets at end of year2013-09-30$19,589,211
Value of total assets at beginning of year2013-09-30$16,251,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$47,821
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$24,290
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$25,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Administrative expenses (other) incurred2013-09-30$23,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$3,338,046
Value of net assets at end of year (total assets less liabilities)2013-09-30$19,589,211
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$16,251,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in master investment trust accounts at end of year2013-09-30$17,789,211
Value of interest in master investment trust accounts at beginning of year2013-09-30$15,591,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,800,000
Employer contributions (assets) at end of year2013-09-30$1,800,000
Employer contributions (assets) at beginning of year2013-09-30$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$381,503
Did the plan have assets held for investment2013-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GRANT THORNTON LLP
Accountancy firm EIN2013-09-30366055558
2012 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$3,004,664
Total of all expenses incurred2012-09-30$410,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$369,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$660,000
Value of total assets at end of year2012-09-30$16,251,165
Value of total assets at beginning of year2012-09-30$13,656,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$41,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$23,030
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$25,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Administrative expenses (other) incurred2012-09-30$18,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,594,344
Value of net assets at end of year (total assets less liabilities)2012-09-30$16,251,165
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$13,656,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$15,591,165
Value of interest in master investment trust accounts at beginning of year2012-09-30$11,956,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$660,000
Employer contributions (assets) at end of year2012-09-30$660,000
Employer contributions (assets) at beginning of year2012-09-30$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$369,223
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRANT THORNTON LLP
Accountancy firm EIN2012-09-30366055558
2011 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$1,714,693
Total of all expenses incurred2011-09-30$359,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$316,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,700,000
Value of total assets at end of year2011-09-30$13,656,821
Value of total assets at beginning of year2011-09-30$12,301,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$42,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$23,983
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$25,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Administrative expenses (other) incurred2011-09-30$18,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,355,617
Value of net assets at end of year (total assets less liabilities)2011-09-30$13,656,821
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$12,301,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$11,956,821
Value of interest in master investment trust accounts at beginning of year2011-09-30$10,951,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,700,000
Employer contributions (assets) at end of year2011-09-30$1,700,000
Employer contributions (assets) at beginning of year2011-09-30$1,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$316,879
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GRANT THORNTON LLP
Accountancy firm EIN2011-09-30366055558
2010 : PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999

2015: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PENSION PLAN FOR KATO ENGINEERING INC. EMPLOYEE MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1999 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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