401k Plan data: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN plan

ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 401k Plan overview

Plan Name	ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN
Plan identification number	020

ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATI LADISH LLC has sponsored the creation of one or more 401k plans.

Company Name: ATI LADISH LLC

Employer identification number (EIN): 451623676

NAIC Classification: 332110

Additional information about ATI LADISH LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 201500210028

More information about ATI LADISH LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2012-01-01 WENDY BLAKE JAMES R FOSTER 2013-10-14
020 2011-01-01 WENDY S. BLAKE
020 2010-01-01 WENDY S. BLAKE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
020	2012-01-01	WENDY BLAKE	JAMES R FOSTER	2013-10-14
020	2011-01-01	WENDY S. BLAKE
020	2010-01-01	WENDY S. BLAKE

Plan Statistics for ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN

401k plan membership statisitcs for ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN

Measure Date Value
2012: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 205
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 29
Total of all active and inactive participants 2011-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 235
Number of participants with account balances 2011-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 183
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 216
Number of participants with account balances 2010-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5

Measure	Date	Value
2012: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	205
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	29
Total of all active and inactive participants	2011-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	235
Number of participants with account balances	2011-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	183
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	216
Number of participants with account balances	2010-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5

Financial Data on ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN

Measure	Date	Value
2012 : ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$32,740,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,870,973
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,328,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,264,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,735,759
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$29,198,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$64,551
Total interest from all sources	2012-12-31	$13,452
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$3,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,887,620
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$350,360
Participant contributions at beginning of year	2012-12-31	$49,882
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$228,134
Administrative expenses (other) incurred	2012-12-31	$61,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,542,154
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$29,198,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$13,452
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$28,751,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$620,005
Employer contributions (assets) at beginning of year	2012-12-31	$46,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,264,268
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHENCK S.C.
Accountancy firm EIN	2012-12-31	391173131
2011 : ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,998,907
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,728,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,670,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,431,762
Value of total assets at end of year	2011-12-31	$29,198,084
Value of total assets at beginning of year	2011-12-31	$28,927,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,844
Total interest from all sources	2011-12-31	$15,723
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$4,420
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,782,389
Participant contributions at end of year	2011-12-31	$350,360
Participant contributions at beginning of year	2011-12-31	$361,912
Participant contributions at end of year	2011-12-31	$49,882
Participant contributions at beginning of year	2011-12-31	$46,162
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$38,282
Administrative expenses (other) incurred	2011-12-31	$53,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$270,710
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$29,198,084
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$28,927,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$15,723
Value of interest in master investment trust accounts at end of year	2011-12-31	$28,751,568
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$28,496,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$611,091
Employer contributions (assets) at end of year	2011-12-31	$46,274
Employer contributions (assets) at beginning of year	2011-12-31	$22,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,670,353
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SCHENCK SC
Accountancy firm EIN	2011-12-31	391173131
2010 : ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$3,272,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,930,898
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,596,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,542,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,746,268
Value of total assets at end of year	2010-12-31	$28,927,374
Value of total assets at beginning of year	2010-12-31	$23,320,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$53,298
Total interest from all sources	2010-12-31	$12,277
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$4,275
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,311,589
Participant contributions at end of year	2010-12-31	$361,912
Participant contributions at beginning of year	2010-12-31	$194,441
Participant contributions at end of year	2010-12-31	$46,162
Participant contributions at beginning of year	2010-12-31	$40,605
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$73,352
Administrative expenses (other) incurred	2010-12-31	$49,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,334,832
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$28,927,374
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,320,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest on participant loans	2010-12-31	$12,277
Value of interest in master investment trust accounts at end of year	2010-12-31	$28,496,350
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$23,084,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$361,327
Employer contributions (assets) at end of year	2010-12-31	$22,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,542,768
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHENCK SC
Accountancy firm EIN	2010-12-31	391173131

Form 5500 Responses for ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN

2012: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ATI LADISH SAVINGS & DEFERRAL INVESTMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATI LADISH LLC
Employer identification number (EIN):	451623676
NAIC Classification:	332110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	201500210028