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RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 401k Plan overview

Plan NameRETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651
Plan identification number 005

RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMERSON ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EMERSON ELECTRIC COMPANY
Employer identification number (EIN):461763108
NAIC Classification:333200

Additional information about EMERSON ELECTRIC COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5209398

More information about EMERSON ELECTRIC COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-10-01
0052021-10-01
0052020-10-01
0052019-10-01
0052019-01-01
0052018-01-01
0052017-01-01JOHN HOLZAPFEL
0052016-01-01JOHN HOLZAPFEL
0052015-01-01JOHN HOLZAPFEL
0052014-01-01JOHN HOLZAPFEL
0052013-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2014-10-13
0052012-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2013-10-14

Plan Statistics for RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651

401k plan membership statisitcs for RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651

Measure Date Value
2023: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2023 401k membership
Market value of plan assets2023-09-3013,380,481
Acturial value of plan assets2023-09-3014,718,529
Funding target for retired participants and beneficiaries receiving payment2023-09-307,560,337
Number of terminated vested participants2023-09-3064
Fundng target for terminated vested participants2023-09-301,373,585
Active participant vested funding target2023-09-304,500,795
Number of active participants2023-09-3088
Total funding liabilities for active participants2023-09-304,618,319
Total participant count2023-09-30262
Total funding target for all participants2023-09-3013,552,241
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-30953,009
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-30953,009
Present value of excess contributions2023-09-30732,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-30773,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-30812,631
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-300
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30336,355
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2022 401k membership
Total participants, beginning-of-year2022-10-01262
Total number of active participants reported on line 7a of the Form 55002022-10-010
Number of retired or separated participants receiving benefits2022-10-0196
Number of other retired or separated participants entitled to future benefits2022-10-01133
Total of all active and inactive participants2022-10-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-0114
Total participants2022-10-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
Market value of plan assets2022-09-3015,934,906
Acturial value of plan assets2022-09-3014,990,814
Funding target for retired participants and beneficiaries receiving payment2022-09-307,350,134
Number of terminated vested participants2022-09-3061
Fundng target for terminated vested participants2022-09-301,237,942
Active participant vested funding target2022-09-304,037,825
Number of active participants2022-09-3092
Total funding liabilities for active participants2022-09-304,201,307
Total participant count2022-09-30263
Total funding target for all participants2022-09-3012,789,383
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-30901,549
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-30901,549
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-30100,000
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-30953,009
Total employer contributions2022-09-30800,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30732,431
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30424,892
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30732,431
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2021 401k membership
Total participants, beginning-of-year2021-10-01263
Total number of active participants reported on line 7a of the Form 55002021-10-0188
Number of retired or separated participants receiving benefits2021-10-0198
Number of other retired or separated participants entitled to future benefits2021-10-0164
Total of all active and inactive participants2021-10-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0112
Total participants2021-10-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-016
Market value of plan assets2021-09-3014,458,640
Acturial value of plan assets2021-09-3014,643,968
Funding target for retired participants and beneficiaries receiving payment2021-09-307,256,842
Number of terminated vested participants2021-09-3049
Fundng target for terminated vested participants2021-09-301,015,556
Active participant vested funding target2021-09-303,844,270
Number of active participants2021-09-3094
Total funding liabilities for active participants2021-09-304,046,850
Total participant count2021-09-30253
Total funding target for all participants2021-09-3012,319,248
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-30861,654
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-30861,654
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-30901,549
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30319,068
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2020 401k membership
Total participants, beginning-of-year2020-10-01253
Total number of active participants reported on line 7a of the Form 55002020-10-0192
Number of retired or separated participants receiving benefits2020-10-01100
Number of other retired or separated participants entitled to future benefits2020-10-0161
Total of all active and inactive participants2020-10-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0110
Total participants2020-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-011
Market value of plan assets2020-09-3014,652,611
Acturial value of plan assets2020-09-3014,829,847
Funding target for retired participants and beneficiaries receiving payment2020-09-306,970,356
Number of terminated vested participants2020-09-3048
Fundng target for terminated vested participants2020-09-30875,890
Active participant vested funding target2020-09-303,858,632
Number of active participants2020-09-30111
Total funding liabilities for active participants2020-09-304,058,907
Total participant count2020-09-30267
Total funding target for all participants2020-09-3011,905,153
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30747,380
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-30747,380
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-30861,654
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30345,035
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2019 401k membership
Total participants, beginning-of-year2019-10-01267
Total number of active participants reported on line 7a of the Form 55002019-10-0194
Number of retired or separated participants receiving benefits2019-10-01102
Number of other retired or separated participants entitled to future benefits2019-10-0149
Total of all active and inactive participants2019-10-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-018
Total participants2019-10-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0110
Market value of plan assets2019-09-3013,719,839
Acturial value of plan assets2019-09-3014,358,996
Funding target for retired participants and beneficiaries receiving payment2019-09-306,728,273
Number of terminated vested participants2019-09-3046
Fundng target for terminated vested participants2019-09-30699,423
Active participant vested funding target2019-09-303,977,844
Number of active participants2019-09-30117
Total funding liabilities for active participants2019-09-304,282,780
Total participant count2019-09-30268
Total funding target for all participants2019-09-3011,710,476
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30790,711
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-30790,711
Present value of excess contributions2019-09-301,739,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-301,839,249
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-30747,380
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30265,508
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-01101
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2018 401k membership
Market value of plan assets2018-12-3112,621,805
Acturial value of plan assets2018-12-3111,951,129
Funding target for retired participants and beneficiaries receiving payment2018-12-316,645,275
Number of terminated vested participants2018-12-3145
Fundng target for terminated vested participants2018-12-31803,084
Active participant vested funding target2018-12-314,468,706
Number of active participants2018-12-31101
Total funding liabilities for active participants2018-12-314,785,715
Total participant count2018-12-31251
Total funding target for all participants2018-12-3112,234,074
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31688,833
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31688,833
Present value of excess contributions2018-12-3121,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3122,342
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31790,711
Total employer contributions2018-12-312,500,000
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 date2018-12-312,315,329
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 cost2018-12-31400,812
Net shortfall amortization installment of oustanding balance2018-12-311,073,656
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31576,086
Additional cash requirement2018-12-31576,086
Contributions allocatedtoward minimum required contributions for current year2018-12-312,315,329
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-0196
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2017 401k membership
Market value of plan assets2017-12-3111,340,043
Acturial value of plan assets2017-12-3111,522,599
Funding target for retired participants and beneficiaries receiving payment2017-12-315,600,898
Number of terminated vested participants2017-12-3145
Fundng target for terminated vested participants2017-12-31697,263
Active participant vested funding target2017-12-314,215,396
Number of active participants2017-12-31105
Total funding liabilities for active participants2017-12-314,486,967
Total participant count2017-12-31247
Total funding target for all participants2017-12-3110,785,128
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31731,040
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3192,995
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31638,045
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31688,833
Total employer contributions2017-12-31394,681
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 date2017-12-31359,760
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 cost2017-12-31387,309
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31338,671
Additional cash requirement2017-12-31338,671
Contributions allocatedtoward minimum required contributions for current year2017-12-31359,760
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-0198
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2016 401k membership
Market value of plan assets2016-12-3111,023,732
Acturial value of plan assets2016-12-3111,801,614
Funding target for retired participants and beneficiaries receiving payment2016-12-315,300,186
Number of terminated vested participants2016-12-3143
Fundng target for terminated vested participants2016-12-31641,677
Active participant vested funding target2016-12-314,636,687
Number of active participants2016-12-31114
Total funding liabilities for active participants2016-12-314,951,903
Total participant count2016-12-31252
Total funding target for all participants2016-12-3110,893,766
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31217,553
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 balance2016-12-31217,553
Present value of excess contributions2016-12-31486,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31517,403
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31517,403
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31731,040
Total employer contributions2016-12-31137,000
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 date2016-12-31124,070
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 cost2016-12-31393,873
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31217,065
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3192,995
Additional cash requirement2016-12-31124,070
Contributions allocatedtoward minimum required contributions for current year2016-12-31124,070
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01252
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-0189
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2014 401k membership
Total participants, beginning-of-year2014-01-01249
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-0181
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-0179
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651

Measure Date Value
2023 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$318,169
Total income from all sources (including contributions)2023-09-30$1,252,953
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$2,554,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$2,340,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$0
Value of total assets at end of year2023-09-30$12,105,096
Value of total assets at beginning of year2023-09-30$13,725,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$214,583
Total interest from all sources2023-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$185,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$185,627
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$8,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$466,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-09-30$318,169
Administrative expenses (other) incurred2023-09-30$47,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$-1,301,747
Value of net assets at end of year (total assets less liabilities)2023-09-30$12,105,096
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$13,406,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$167,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$5,195,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$5,440,388
Value of interest in common/collective trusts at end of year2023-09-30$6,898,721
Value of interest in common/collective trusts at beginning of year2023-09-30$7,018,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$2,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$458,640
Net investment gain or loss from common/collective trusts2023-09-30$608,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30Yes
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$0
Employer contributions (assets) at end of year2023-09-30$0
Employer contributions (assets) at beginning of year2023-09-30$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$2,340,117
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30GRANT THORNTON LLP
Accountancy firm EIN2023-09-30366055558
2022 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$318,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,469,791
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,058,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$725,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$800,000
Value of total assets at end of year2022-09-30$13,725,012
Value of total assets at beginning of year2022-09-30$15,934,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$333,080
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$238,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$238,922
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$466,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$3,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$318,169
Administrative expenses (other) incurred2022-09-30$67,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,528,063
Value of net assets at end of year (total assets less liabilities)2022-09-30$13,406,843
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$15,934,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$265,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$5,440,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$5,662,474
Value of interest in common/collective trusts at end of year2022-09-30$7,018,467
Value of interest in common/collective trusts at beginning of year2022-09-30$10,269,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,095,476
Net investment gain or loss from common/collective trusts2022-09-30$-1,413,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$800,000
Employer contributions (assets) at end of year2022-09-30$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$725,192
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GRANT THORNTON LLP
Accountancy firm EIN2022-09-30366055558
2021 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$4,423
Total income from all sources (including contributions)2021-09-30$2,355,451
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$879,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$690,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$15,934,906
Value of total assets at beginning of year2021-09-30$14,463,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$188,417
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$148,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$148,031
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$3,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$10,940
Administrative expenses (other) incurred2021-09-30$38,164
Liabilities. Value of operating payables at end of year2021-09-30$0
Liabilities. Value of operating payables at beginning of year2021-09-30$4,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,476,266
Value of net assets at end of year (total assets less liabilities)2021-09-30$15,934,906
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$14,458,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$150,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$5,662,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$4,911,483
Value of interest in common/collective trusts at end of year2021-09-30$10,269,429
Value of interest in common/collective trusts at beginning of year2021-09-30$9,540,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$784,555
Net investment gain or loss from common/collective trusts2021-09-30$1,422,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$690,768
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GRANT THORNTON LLP
Accountancy firm EIN2021-09-30366055558
2020 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$4,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$21,241
Total income from all sources (including contributions)2020-09-30$658,387
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$836,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$684,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$14,463,063
Value of total assets at beginning of year2020-09-30$14,657,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$152,202
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$160,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$160,327
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$10,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$10,543
Administrative expenses (other) incurred2020-09-30$30,829
Liabilities. Value of operating payables at end of year2020-09-30$4,423
Liabilities. Value of operating payables at beginning of year2020-09-30$21,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-177,891
Value of net assets at end of year (total assets less liabilities)2020-09-30$14,458,640
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$14,636,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$121,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$4,911,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,493,320
Value of interest in common/collective trusts at end of year2020-09-30$9,540,640
Value of interest in common/collective trusts at beginning of year2020-09-30$10,153,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$169,263
Net investment gain or loss from common/collective trusts2020-09-30$328,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$684,076
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GRANT THORNTON LLP
Accountancy firm EIN2020-09-30366055558
2019 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$21,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$4,503
Total income from all sources (including contributions)2019-09-30$1,405,237
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$540,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$461,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$14,657,772
Value of total assets at beginning of year2019-09-30$13,776,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$79,386
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$125,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$125,307
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$10,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$10,780
Administrative expenses (other) incurred2019-09-30$16,080
Liabilities. Value of operating payables at end of year2019-09-30$21,241
Liabilities. Value of operating payables at beginning of year2019-09-30$4,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$864,444
Value of net assets at end of year (total assets less liabilities)2019-09-30$14,636,531
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$13,772,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$63,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,493,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$3,595,686
Value of interest in common/collective trusts at end of year2019-09-30$10,153,909
Value of interest in common/collective trusts at beginning of year2019-09-30$7,670,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$339,771
Net investment gain or loss from common/collective trusts2019-09-30$940,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Employer contributions (assets) at beginning of year2019-09-30$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$461,407
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GRANT THORNTON LLP
Accountancy firm EIN2019-09-30366055558
2018 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,570
Total income from all sources (including contributions)2018-12-31$1,917,390
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$780,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$606,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,500,000
Value of total assets at end of year2018-12-31$13,776,590
Value of total assets at beginning of year2018-12-31$12,638,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$173,856
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$141,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$141,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,894
Administrative expenses (other) incurred2018-12-31$93,472
Liabilities. Value of operating payables at end of year2018-12-31$4,503
Liabilities. Value of operating payables at beginning of year2018-12-31$3,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,136,731
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,772,087
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,635,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$80,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,595,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,778,798
Value of interest in common/collective trusts at end of year2018-12-31$7,670,124
Value of interest in common/collective trusts at beginning of year2018-12-31$8,458,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-136,410
Net investment gain or loss from common/collective trusts2018-12-31$-587,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,500,000
Employer contributions (assets) at end of year2018-12-31$2,500,000
Employer contributions (assets) at beginning of year2018-12-31$394,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$606,803
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,065
Total income from all sources (including contributions)2017-12-31$2,007,630
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$717,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$566,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$394,681
Value of total assets at end of year2017-12-31$12,638,926
Value of total assets at beginning of year2017-12-31$11,348,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$151,091
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$115,386
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,911
Administrative expenses (other) incurred2017-12-31$74,809
Liabilities. Value of operating payables at end of year2017-12-31$3,570
Liabilities. Value of operating payables at beginning of year2017-12-31$3,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,289,814
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,635,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,345,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$76,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,778,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,013,218
Value of interest in common/collective trusts at end of year2017-12-31$8,458,553
Value of interest in common/collective trusts at beginning of year2017-12-31$7,191,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$257,013
Net investment gain or loss from common/collective trusts2017-12-31$1,240,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$394,681
Employer contributions (assets) at end of year2017-12-31$394,681
Employer contributions (assets) at beginning of year2017-12-31$137,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$566,725
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,617
Total income from all sources (including contributions)2016-12-31$976,245
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$664,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$520,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$137,000
Value of total assets at end of year2016-12-31$11,348,607
Value of total assets at beginning of year2016-12-31$11,036,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$144,707
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$120,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$120,919
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,130
Administrative expenses (other) incurred2016-12-31$71,598
Liabilities. Value of operating payables at end of year2016-12-31$3,065
Liabilities. Value of operating payables at beginning of year2016-12-31$2,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$311,394
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,345,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,034,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$73,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,013,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,615,003
Value of interest in common/collective trusts at end of year2016-12-31$7,191,478
Value of interest in common/collective trusts at beginning of year2016-12-31$7,115,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$250,403
Net investment gain or loss from common/collective trusts2016-12-31$467,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,000
Employer contributions (assets) at end of year2016-12-31$137,000
Employer contributions (assets) at beginning of year2016-12-31$298,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$520,144
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$328,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$623,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$493,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$525,363
Value of total assets at end of year2015-12-31$11,036,765
Value of total assets at beginning of year2015-12-31$11,329,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$130,187
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$90,840
Administrative expenses professional fees incurred2015-12-31$16,030
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$19,303
Administrative expenses (other) incurred2015-12-31$42,516
Liabilities. Value of operating payables at end of year2015-12-31$2,617
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-295,121
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,034,148
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,329,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$71,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,615,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,800,134
Value of interest in common/collective trusts at end of year2015-12-31$7,115,512
Value of interest in common/collective trusts at beginning of year2015-12-31$8,282,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-244,516
Net investment gain or loss from common/collective trusts2015-12-31$-42,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$525,363
Employer contributions (assets) at end of year2015-12-31$298,120
Employer contributions (assets) at beginning of year2015-12-31$227,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$493,812
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,717
Total income from all sources (including contributions)2014-12-31$686,458
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$544,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$447,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$227,250
Value of total assets at end of year2014-12-31$11,329,269
Value of total assets at beginning of year2014-12-31$11,215,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,156
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$46,751
Administrative expenses professional fees incurred2014-12-31$11,788
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$19,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$22,617
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$27,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$141,805
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,329,269
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,187,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$62,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,800,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$11,215,181
Value of interest in common/collective trusts at end of year2014-12-31$8,282,582
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-203,024
Net investment gain or loss from common/collective trusts2014-12-31$-7,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$227,250
Employer contributions (assets) at end of year2014-12-31$227,250
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$447,497
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,477
Total income from all sources (including contributions)2013-12-31$1,325,748
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$490,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$393,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$11,215,181
Value of total assets at beginning of year2013-12-31$10,378,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,372
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$72,699
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$27,717
Liabilities. Value of operating payables at beginning of year2013-12-31$26,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$835,690
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,187,464
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,351,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,673
Value of interest in master investment trust accounts at end of year2013-12-31$11,215,181
Value of interest in master investment trust accounts at beginning of year2013-12-31$9,983,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$395,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$393,686
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2013-12-31134008324
2012 : RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,728
Total income from all sources (including contributions)2012-12-31$2,037,199
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$459,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$357,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$967,537
Value of total assets at end of year2012-12-31$10,378,251
Value of total assets at beginning of year2012-12-31$8,803,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,328
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$79,764
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$26,477
Liabilities. Value of operating payables at beginning of year2012-12-31$28,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,577,293
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,351,774
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,774,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,564
Value of interest in master investment trust accounts at end of year2012-12-31$9,983,251
Value of interest in master investment trust accounts at beginning of year2012-12-31$8,530,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$967,537
Employer contributions (assets) at end of year2012-12-31$395,000
Employer contributions (assets) at beginning of year2012-12-31$273,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$357,578
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2012-12-31134008324

Form 5500 Responses for RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651

2022: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
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)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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: RETIREMENT INCOME AGREEMENT BETWEEN THE AVENTICS CORPORATION AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 651 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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