A. DUDA & SONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about A. DUDA & SONS, INC.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.
401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1,090 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 634 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 122 |
| Total of all active and inactive participants | 2023-01-01 | 806 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 257 |
| Total participants | 2023-01-01 | 1,063 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 38,597,037 |
| Acturial value of plan assets | 2022-12-31 | 37,672,460 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 28,793,587 |
| Number of terminated vested participants | 2022-12-31 | 202 |
| Fundng target for terminated vested participants | 2022-12-31 | 4,524,923 |
| Active participant vested funding target | 2022-12-31 | 1,884,980 |
| Number of active participants | 2022-12-31 | 72 |
| Total funding liabilities for active participants | 2022-12-31 | 1,891,696 |
| Total participant count | 2022-12-31 | 1,194 |
| Total funding target for all participants | 2022-12-31 | 35,210,206 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 708,779 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 747,407 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 278,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 272,236 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 175,765 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 272,236 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 1,131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 645 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 144 |
| Total of all active and inactive participants | 2022-01-01 | 855 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 235 |
| Total participants | 2022-01-01 | 1,090 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 35,907,255 |
| Acturial value of plan assets | 2021-12-31 | 32,639,104 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 29,102,855 |
| Number of terminated vested participants | 2021-12-31 | 248 |
| Fundng target for terminated vested participants | 2021-12-31 | 5,746,828 |
| Active participant vested funding target | 2021-12-31 | 1,943,989 |
| Number of active participants | 2021-12-31 | 82 |
| Total funding liabilities for active participants | 2021-12-31 | 1,964,208 |
| Total participant count | 2021-12-31 | 1,253 |
| Total funding target for all participants | 2021-12-31 | 36,813,891 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 1,019 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,072 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 1,299,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,262,826 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 164,783 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 4,174,787 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 554,047 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 554,047 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,262,826 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 1,190 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| 2020: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 33,069,743 |
| Acturial value of plan assets | 2020-12-31 | 31,593,887 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 30,354,777 |
| Number of terminated vested participants | 2020-12-31 | 261 |
| Fundng target for terminated vested participants | 2020-12-31 | 5,981,580 |
| Active participant vested funding target | 2020-12-31 | 2,447,400 |
| Number of active participants | 2020-12-31 | 94 |
| Total funding liabilities for active participants | 2020-12-31 | 2,488,531 |
| Total participant count | 2020-12-31 | 1,286 |
| Total funding target for all participants | 2020-12-31 | 38,824,888 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 1,113 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,173 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 1,807,000 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,731,202 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 144,114 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 7,231,001 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,730,183 |
| Additional cash requirement | 2020-12-31 | 1,730,183 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,731,202 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 1,230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 82 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 642 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 184 |
| Total of all active and inactive participants | 2020-01-01 | 908 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 282 |
| Total participants | 2020-01-01 | 1,190 |
| 2019: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 28,594,861 |
| Acturial value of plan assets | 2019-12-31 | 29,958,351 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 30,745,671 |
| Number of terminated vested participants | 2019-12-31 | 277 |
| Fundng target for terminated vested participants | 2019-12-31 | 6,289,781 |
| Active participant vested funding target | 2019-12-31 | 2,708,695 |
| Number of active participants | 2019-12-31 | 99 |
| Total funding liabilities for active participants | 2019-12-31 | 2,783,768 |
| Total participant count | 2019-12-31 | 1,311 |
| Total funding target for all participants | 2019-12-31 | 39,819,220 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 54,792 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 57,822 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 2,704,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,545,485 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 158,033 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 9,860,869 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,544,372 |
| Additional cash requirement | 2019-12-31 | 2,544,372 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,545,485 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 1,275 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 658 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 202 |
| Total of all active and inactive participants | 2019-01-01 | 954 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 276 |
| Total participants | 2019-01-01 | 1,230 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 32,206,152 |
| Acturial value of plan assets | 2018-12-31 | 30,953,595 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 28,709,775 |
| Number of terminated vested participants | 2018-12-31 | 310 |
| Fundng target for terminated vested participants | 2018-12-31 | 6,761,337 |
| Active participant vested funding target | 2018-12-31 | 3,476,135 |
| Number of active participants | 2018-12-31 | 127 |
| Total funding liabilities for active participants | 2018-12-31 | 3,595,669 |
| Total participant count | 2018-12-31 | 1,339 |
| Total funding target for all participants | 2018-12-31 | 39,066,781 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 1,194 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,263 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 1,637,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,516,613 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 155,069 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 8,113,186 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,461,821 |
| Additional cash requirement | 2018-12-31 | 1,461,821 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,516,613 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 1,303 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 677 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 231 |
| Total of all active and inactive participants | 2018-01-01 | 1,007 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 268 |
| Total participants | 2018-01-01 | 1,275 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 29,638,326 |
| Acturial value of plan assets | 2017-12-31 | 29,779,112 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 28,015,043 |
| Number of terminated vested participants | 2017-12-31 | 327 |
| Fundng target for terminated vested participants | 2017-12-31 | 6,747,968 |
| Active participant vested funding target | 2017-12-31 | 4,035,865 |
| Number of active participants | 2017-12-31 | 136 |
| Total funding liabilities for active participants | 2017-12-31 | 4,222,884 |
| Total participant count | 2017-12-31 | 1,352 |
| Total funding target for all participants | 2017-12-31 | 38,985,895 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 161,779 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 171,389 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 1,438,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,373,661 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 163,310 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 9,206,783 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,364,516 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 1,364,516 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,373,661 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 1,316 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 127 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 645 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 260 |
| Total of all active and inactive participants | 2017-01-01 | 1,032 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 271 |
| Total participants | 2017-01-01 | 1,303 |
| Number of participants with account balances | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 29,915,426 |
| Acturial value of plan assets | 2016-12-31 | 32,004,909 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 28,276,939 |
| Number of terminated vested participants | 2016-12-31 | 359 |
| Fundng target for terminated vested participants | 2016-12-31 | 7,131,408 |
| Active participant vested funding target | 2016-12-31 | 4,033,888 |
| Number of active participants | 2016-12-31 | 142 |
| Total funding liabilities for active participants | 2016-12-31 | 4,200,253 |
| Total participant count | 2016-12-31 | 1,391 |
| Total funding target for all participants | 2016-12-31 | 39,608,600 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 316,539 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 336,006 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 1,260,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,213,084 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 183,151 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 7,603,691 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,051,305 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 1,051,305 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,213,084 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 1,353 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 136 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 639 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 287 |
| Total of all active and inactive participants | 2016-01-01 | 1,062 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 254 |
| Total participants | 2016-01-01 | 1,316 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,376 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 142 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 647 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 319 |
| Total of all active and inactive participants | 2015-01-01 | 1,108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 245 |
| Total participants | 2015-01-01 | 1,353 |
| 2014: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,417 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 167 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 623 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 348 |
| Total of all active and inactive participants | 2014-01-01 | 1,138 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 238 |
| Total participants | 2014-01-01 | 1,376 |
| 2013: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,469 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 176 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 576 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 409 |
| Total of all active and inactive participants | 2013-01-01 | 1,161 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 236 |
| Total participants | 2013-01-01 | 1,397 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2011: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,630 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 219 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 554 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 505 |
| Total of all active and inactive participants | 2011-01-01 | 1,278 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 255 |
| Total participants | 2011-01-01 | 1,533 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1,650 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 189 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 549 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 637 |
| Total of all active and inactive participants | 2010-01-01 | 1,375 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 255 |
| Total participants | 2010-01-01 | 1,630 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,677 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 266 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 539 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 614 |
| Total of all active and inactive participants | 2009-01-01 | 1,419 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 231 |
| Total participants | 2009-01-01 | 1,650 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $120,000 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $120,000 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $289,294 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $10,580 |
| Expenses. Interest paid | 2023-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,297,228 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,171,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,022,619 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $285,000 |
| Value of total assets at end of year | 2023-12-31 | $31,743,686 |
| Value of total assets at beginning of year | 2023-12-31 | $30,339,113 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $148,750 |
| Total interest from all sources | 2023-12-31 | $122,382 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $763,745 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $763,745 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $150 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $129 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $289,294 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $10,580 |
| Other income not declared elsewhere | 2023-12-31 | $199 |
| Administrative expenses (other) incurred | 2023-12-31 | $36,946 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $10,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,125,859 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $31,454,392 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $30,328,533 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $111,804 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,789,867 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $29,714,770 |
| Interest earned on other investments | 2023-12-31 | $3 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $3,097 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $548,669 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $610,537 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $610,537 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $122,379 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,005,782 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $120 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $285,000 |
| Employer contributions (assets) at end of year | 2023-12-31 | $285,000 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,022,619 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $5,120,000 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | REHMANN ROBSON, LLC |
| Accountancy firm EIN | 2023-12-31 | 383635706 |
| 2022 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $10,580 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-4,996,502 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $3,272,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,107,727 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $278,000 |
| Value of total assets at end of year | 2022-12-31 | $30,339,113 |
| Value of total assets at beginning of year | 2022-12-31 | $38,597,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $164,275 |
| Total interest from all sources | 2022-12-31 | $1,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $735,422 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $735,422 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $6,771,900 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $129 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $247,334 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $10,580 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $11,333 |
| Administrative expenses (other) incurred | 2022-12-31 | $40,544 |
| Total non interest bearing cash at end of year | 2022-12-31 | $10,580 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $-557,948 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-8,268,504 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $30,328,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,597,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $123,731 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,714,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,403,910 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,097 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $610,537 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $731,841 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $731,841 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,851 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,023,437 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $329 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $278,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,107,727 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $3,214,887 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $3,214,887 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | REHMANN ROBSON, LLC |
| Accountancy firm EIN | 2022-12-31 | 383635706 |
| 2021 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,059,741 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,369,959 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,195,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,299,000 |
| Value of total assets at end of year | 2021-12-31 | $38,597,037 |
| Value of total assets at beginning of year | 2021-12-31 | $35,907,255 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $174,802 |
| Total interest from all sources | 2021-12-31 | $135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $836,040 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $836,040 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $6,771,900 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $6,221,129 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,706 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $247,334 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,127 |
| Administrative expenses (other) incurred | 2021-12-31 | $38,758 |
| Total non interest bearing cash at end of year | 2021-12-31 | $-557,948 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,689,782 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,597,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,907,255 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $136,044 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,403,910 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,378,258 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,232,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $731,841 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $683,416 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $683,416 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $135 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,924,445 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $121 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,299,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $390,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,193,451 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $1,112,038 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $1,112,038 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2021-12-31 | 593198021 |
| 2020 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,105,005 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $3,267,493 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,103,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,807,000 |
| Value of total assets at end of year | 2020-12-31 | $35,907,255 |
| Value of total assets at beginning of year | 2020-12-31 | $33,069,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $163,863 |
| Total interest from all sources | 2020-12-31 | $1,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $673,210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $673,210 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $6,221,129 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $5,150,579 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,127 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $20,581 |
| Other income not declared elsewhere | 2020-12-31 | $21,316 |
| Administrative expenses (other) incurred | 2020-12-31 | $38,896 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,837,512 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,907,255 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,069,743 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $124,967 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $27,378,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,630,689 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,232,325 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $809,394 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $683,416 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $852,500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $852,500 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,168 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,598,924 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,387 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,807,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $390,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,606,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,103,630 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $2,146,548 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $2,146,548 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2020-12-31 | 593198021 |
| 2019 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,794,313 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $3,319,431 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,176,973 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,704,000 |
| Value of total assets at end of year | 2019-12-31 | $33,069,743 |
| Value of total assets at beginning of year | 2019-12-31 | $28,594,861 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $142,458 |
| Total interest from all sources | 2019-12-31 | $6,059 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $721,210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $721,210 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $5,150,579 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,889,029 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $20,581 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,720 |
| Other income not declared elsewhere | 2019-12-31 | $3,523 |
| Administrative expenses (other) incurred | 2019-12-31 | $35,703 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $4,474,882 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,069,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,594,861 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $106,755 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,630,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,979,286 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $809,394 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $73,197 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $852,500 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $654,629 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $654,629 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $6,059 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,341,902 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,619 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,704,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,606,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $997,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,176,973 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2019-12-31 | 593198021 |
| 2018 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-284,108 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $3,327,183 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,170,361 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,637,000 |
| Value of total assets at end of year | 2018-12-31 | $28,594,861 |
| Value of total assets at beginning of year | 2018-12-31 | $32,206,152 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $156,822 |
| Total interest from all sources | 2018-12-31 | $6,689 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $825,406 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $825,406 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,889,029 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $4,793,290 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,720 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $7,013 |
| Other income not declared elsewhere | 2018-12-31 | $1,688 |
| Administrative expenses (other) incurred | 2018-12-31 | $39,415 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-3,611,291 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,594,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,206,152 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $117,407 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,979,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,326,814 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $73,197 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $654,629 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $426,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $426,907 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,689 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,756,668 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,777 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,637,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $997,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $649,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,170,361 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2018-12-31 | 593198021 |
| 2017 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,807,668 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $3,239,842 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,086,430 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,438,000 |
| Value of total assets at end of year | 2017-12-31 | $32,206,152 |
| Value of total assets at beginning of year | 2017-12-31 | $29,638,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $153,412 |
| Total interest from all sources | 2017-12-31 | $2,938 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $618,609 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $618,609 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $4,793,290 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $4,604,345 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $7,013 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $7,257 |
| Other income not declared elsewhere | 2017-12-31 | $8,355 |
| Administrative expenses (other) incurred | 2017-12-31 | $39,348 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,567,826 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,206,152 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,638,326 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $114,064 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $26,326,814 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $24,176,819 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,128 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,102 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $426,907 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $533,803 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $533,803 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,938 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,739,119 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,438,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $649,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $315,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,086,430 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2017-12-31 | 593198021 |
| 2016 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,905,425 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,182,525 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,021,122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,260,000 |
| Value of total assets at end of year | 2016-12-31 | $29,638,326 |
| Value of total assets at beginning of year | 2016-12-31 | $29,915,426 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $161,403 |
| Total interest from all sources | 2016-12-31 | $5,253 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $556,258 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $556,258 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $4,604,345 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $7,257 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $9,750 |
| Other income not declared elsewhere | 2016-12-31 | $44,314 |
| Administrative expenses (other) incurred | 2016-12-31 | $20,131 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-277,100 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,638,326 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $29,915,426 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $141,272 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $24,176,819 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $29,272,238 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,102 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,705 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $533,803 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $629,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $629,733 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $5,253 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,039,265 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,260,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $315,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,021,122 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2016-12-31 | 593198021 |
| 2015 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2015 401k financial data |
|---|
| 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 | $316,626 |
| Total of all expenses incurred | 2015-12-31 | $3,259,093 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,077,506 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,626,000 |
| Value of total assets at end of year | 2015-12-31 | $29,915,426 |
| Value of total assets at beginning of year | 2015-12-31 | $32,857,893 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $181,587 |
| Total interest from all sources | 2015-12-31 | $757 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $624,444 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $624,444 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $9,750 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $59,437 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $2,282 |
| Administrative expenses (other) incurred | 2015-12-31 | $39,227 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-2,942,467 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $29,915,426 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,857,893 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $142,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $29,272,238 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $30,777,239 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,705 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $13,769 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $629,733 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,627,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,627,448 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $757 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,937,005 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $148 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,626,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $380,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,077,506 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2015-12-31 | 593198021 |
| 2014 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2014 401k financial data |
|---|
| 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 | $1,403,728 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,118,355 |
| Total of all expenses incurred | 2014-12-31 | $3,770,168 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,328,275 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,249,000 |
| Value of total assets at end of year | 2014-12-31 | $32,857,893 |
| Value of total assets at beginning of year | 2014-12-31 | $35,913,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $441,893 |
| Total interest from all sources | 2014-12-31 | $313 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $783,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $783,292 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $59,437 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $49,308 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,403,728 |
| Other income not declared elsewhere | 2014-12-31 | $11,856 |
| Administrative expenses (other) incurred | 2014-12-31 | $290,514 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $252,845 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-1,651,813 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $32,857,893 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,509,706 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $151,379 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $30,777,239 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $32,477,313 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $13,769 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $83 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,627,448 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,165,385 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,165,385 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $313 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-926,185 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $79 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,249,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $380,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $968,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,328,275 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2014-12-31 | 593198021 |
| 2013 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,403,728 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,411,372 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $3,388,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,997,798 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,230,000 |
| Value of total assets at end of year | 2013-12-31 | $35,913,434 |
| Value of total assets at beginning of year | 2013-12-31 | $32,486,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $390,376 |
| Total interest from all sources | 2013-12-31 | $3,553 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $809,188 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $809,188 |
| Administrative expenses professional fees incurred | 2013-12-31 | $49,384 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $49,308 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $33,511 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,403,728 |
| Other income not declared elsewhere | 2013-12-31 | $18,350 |
| Administrative expenses (other) incurred | 2013-12-31 | $197,166 |
| Total non interest bearing cash at end of year | 2013-12-31 | $252,845 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,023,198 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,509,706 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,486,508 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $143,826 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $32,477,313 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $28,311,256 |
| Interest earned on other investments | 2013-12-31 | $93 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $2,845 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $83 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $15,059 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,165,385 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $592,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $592,489 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,350,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,230,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $968,500 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $376,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,997,798 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $3,157,693 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2013-12-31 | 593198021 |
| 2011 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,535,460 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,535,460 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,857,741 |
| Total loss/gain on sale of assets | 2011-12-31 | $308,849 |
| Total of all expenses incurred | 2011-12-31 | $3,575,941 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,046,582 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,484,198 |
| Value of total assets at end of year | 2011-12-31 | $30,358,948 |
| Value of total assets at beginning of year | 2011-12-31 | $32,077,148 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $529,359 |
| Total interest from all sources | 2011-12-31 | $208,927 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $641,770 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $424,118 |
| Administrative expenses professional fees incurred | 2011-12-31 | $189,500 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $70,839 |
| Other income not declared elsewhere | 2011-12-31 | $2,141 |
| Administrative expenses (other) incurred | 2011-12-31 | $143,572 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,718,200 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,358,948 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,077,148 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $196,287 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,031,476 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $17,481,542 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $208,512 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $956,210 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,290,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,290,701 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $415 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-252,684 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,484,198 |
| Employer contributions (assets) at end of year | 2011-12-31 | $898,563 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,228,091 |
| Income. Dividends from common stock | 2011-12-31 | $217,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,046,582 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,909,606 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $2,028,644 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $12,492,254 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $10,048,170 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $20,049,210 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $19,740,361 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2011-12-31 | 593198021 |
| 2010 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,640,039 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,640,039 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,150,105 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $3,398,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,861,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,635,679 |
| Value of total assets at end of year | 2010-12-31 | $32,077,148 |
| Value of total assets at beginning of year | 2010-12-31 | $29,325,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $537,644 |
| Total interest from all sources | 2010-12-31 | $130,680 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $513,824 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $322,401 |
| Administrative expenses professional fees incurred | 2010-12-31 | $222,854 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $160,017 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,751,360 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,077,148 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,325,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $154,773 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $17,481,542 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,408,605 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $130,210 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,290,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,344,276 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,344,276 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $470 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,229,883 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,635,679 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,228,091 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,289,323 |
| Income. Dividends from common stock | 2010-12-31 | $191,423 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,861,101 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $2,028,644 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,512,314 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $10,048,170 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $4,771,270 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | H BRUCE FRUTCHEY & ASSOCIATES CPA'S |
| Accountancy firm EIN | 2010-12-31 | 591734505 |
| 2009 : RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
