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RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 401k Plan overview

Plan NameRETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING
Plan identification number 004

RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

AHLSTROM FILTRATION LLC has sponsored the creation of one or more 401k plans.

Company Name:AHLSTROM FILTRATION LLC
Employer identification number (EIN):621801781
NAIC Classification:322100

Additional information about AHLSTROM FILTRATION LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 1999-11-09
Company Identification Number: 3123177
Legal Registered Office Address: 874 Walker Rd Ste C

Dover
United States of America (USA)
19904

More information about AHLSTROM FILTRATION LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01STEPHEN MARSHALL III2024-10-14
0042022-01-01STEPHEN SCHOOLCRAFT2023-10-09
0042021-01-01MATTHEW SPAULDING2022-10-12
0042020-01-01BRUCE WEST2021-10-13
0042020-01-01BRUCE WEST2022-06-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01SHARON YOUNG
0042011-01-01LEONARD MIRAHVER
0042009-01-01LEONARD MIRAHVER

Plan Statistics for RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING

401k plan membership statisitcs for RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING

Measure Date Value
2022: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2022 401k membership
Market value of plan assets2022-12-318,059,583
Acturial value of plan assets2022-12-317,838,823
Funding target for retired participants and beneficiaries receiving payment2022-12-314,639,392
Number of terminated vested participants2022-12-318
Fundng target for terminated vested participants2022-12-31392,327
Active participant vested funding target2022-12-311,863,634
Number of active participants2022-12-3116
Total funding liabilities for active participants2022-12-311,903,895
Total participant count2022-12-3156
Total funding target for all participants2022-12-316,935,614
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3114,470
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3114,470
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3115,237
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3192,345
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2021 401k membership
Market value of plan assets2021-12-318,063,188
Acturial value of plan assets2021-12-317,256,870
Funding target for retired participants and beneficiaries receiving payment2021-12-314,109,172
Number of terminated vested participants2021-12-318
Fundng target for terminated vested participants2021-12-31393,744
Active participant vested funding target2021-12-312,269,068
Number of active participants2021-12-3120
Total funding liabilities for active participants2021-12-312,316,205
Total participant count2021-12-3158
Total funding target for all participants2021-12-316,819,121
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,304
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3112,304
Present value of excess contributions2021-12-31128,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31135,502
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3114,470
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31132,355
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
2020: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2020 401k membership
Market value of plan assets2020-12-317,075,451
Acturial value of plan assets2020-12-316,692,961
Funding target for retired participants and beneficiaries receiving payment2020-12-313,043,975
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31847,880
Active participant vested funding target2020-12-312,476,061
Number of active participants2020-12-3123
Total funding liabilities for active participants2020-12-312,528,830
Total participant count2020-12-3155
Total funding target for all participants2020-12-316,420,685
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31156,450
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31146,323
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3110,127
Present value of excess contributions2020-12-315,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3112,304
Total employer contributions2020-12-31133,200
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31128,134
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31155,910
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31128,134
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2019 401k membership
Market value of plan assets2019-12-316,099,376
Acturial value of plan assets2019-12-316,342,330
Funding target for retired participants and beneficiaries receiving payment2019-12-313,179,576
Number of terminated vested participants2019-12-318
Fundng target for terminated vested participants2019-12-31447,197
Active participant vested funding target2019-12-312,635,859
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-312,693,299
Total participant count2019-12-3155
Total funding target for all participants2019-12-316,320,072
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31163,309
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of prefunding balance2019-12-31163,309
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31156,450
Total employer contributions2019-12-316,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,493
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31124,518
Net shortfall amortization installment of oustanding balance2019-12-31134,192
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31146,323
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31146,323
Contributions allocatedtoward minimum required contributions for current year2019-12-315,493
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2018 401k membership
Market value of plan assets2018-12-316,701,815
Acturial value of plan assets2018-12-316,212,229
Funding target for retired participants and beneficiaries receiving payment2018-12-312,707,183
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-31384,223
Active participant vested funding target2018-12-312,728,283
Number of active participants2018-12-3130
Total funding liabilities for active participants2018-12-312,788,658
Total participant count2018-12-3155
Total funding target for all participants2018-12-315,880,064
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31315,771
Prefunding balanced used to offset prior years funding requirement2018-12-31178,074
Amount remaining of prefunding balance2018-12-31137,697
Present value of excess contributions2018-12-31516,300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31569,546
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31163,309
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31129,573
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2017 401k membership
Market value of plan assets2017-12-315,396,476
Acturial value of plan assets2017-12-315,514,971
Funding target for retired participants and beneficiaries receiving payment2017-12-312,448,561
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-31349,133
Active participant vested funding target2017-12-312,590,432
Number of active participants2017-12-3132
Total funding liabilities for active participants2017-12-312,650,367
Total participant count2017-12-3156
Total funding target for all participants2017-12-315,448,061
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31288,639
Amount remaining of prefunding balance2017-12-31288,639
Present value of excess contributions2017-12-31473,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31502,225
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31315,771
Total employer contributions2017-12-31600,000
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31547,436
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31164,661
Net shortfall amortization installment of oustanding balance2017-12-31248,861
Total funding amount beforereflecting carryover/prefunding balances2017-12-31209,204
Prefunding balance elected to use to offset funding requirement2017-12-31178,068
Additional cash requirement2017-12-3131,136
Contributions allocatedtoward minimum required contributions for current year2017-12-31547,436
Unpaid minimum required contributions for current year2017-12-310
2016: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2016 401k membership
Market value of plan assets2016-12-317,352,096
Acturial value of plan assets2016-12-317,685,765
Funding target for retired participants and beneficiaries receiving payment2016-12-314,254,898
Number of terminated vested participants2016-12-3128
Fundng target for terminated vested participants2016-12-31917,720
Active participant vested funding target2016-12-312,147,629
Number of active participants2016-12-3132
Total funding liabilities for active participants2016-12-312,413,750
Total participant count2016-12-31119
Total funding target for all participants2016-12-317,586,368
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31296,771
Amount remaining of prefunding balance2016-12-31296,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31288,639
Total employer contributions2016-12-31705,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31658,017
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31153,622
Net shortfall amortization installment of oustanding balance2016-12-31189,242
Total funding amount beforereflecting carryover/prefunding balances2016-12-31184,889
Additional cash requirement2016-12-31184,889
Contributions allocatedtoward minimum required contributions for current year2016-12-31658,017
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0156
Total participants2016-01-0156
2015: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-0159
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01119
Total participants2015-01-01119
2014: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-0139
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01119
Total participants2014-01-01119
2013: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-0140
Number of retired or separated participants receiving benefits2013-01-0154
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01120
Total participants2013-01-01120
2012: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-0153
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01121
Total participants2012-01-01121
2011: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-0150
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING

Measure Date Value
2016 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,176
Total income from all sources (including contributions)2016-12-31$1,362,496
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,319,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,232,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$705,000
Value of total assets at end of year2016-12-31$5,402,999
Value of total assets at beginning of year2016-12-31$7,352,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86,988
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$230,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$230,889
Administrative expenses professional fees incurred2016-12-31$23,971
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$16,055
Administrative expenses (other) incurred2016-12-31$58,346
Liabilities. Value of operating payables at end of year2016-12-31$14,164
Liabilities. Value of operating payables at beginning of year2016-12-31$7,176
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$32,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,956,512
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,388,835
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,345,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,692,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,304,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$426,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$705,000
Employer contributions (assets) at end of year2016-12-31$705,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,232,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,182,527
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,182,527
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2016-12-31061009205
2015 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,822
Total income from all sources (including contributions)2015-12-31$-192,153
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$463,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$366,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$7,352,523
Value of total assets at beginning of year2015-12-31$8,011,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,101
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$241,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$241,064
Administrative expenses professional fees incurred2015-12-31$34,901
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$16,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,608
Administrative expenses (other) incurred2015-12-31$33,351
Liabilities. Value of operating payables at end of year2015-12-31$7,176
Liabilities. Value of operating payables at beginning of year2015-12-31$10,822
Total non interest bearing cash at end of year2015-12-31$32,141
Total non interest bearing cash at beginning of year2015-12-31$30,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-655,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,345,347
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,000,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$27,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,304,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,964,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-433,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$366,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$199,787
Aggregate carrying amount (costs) on sale of assets2015-12-31$199,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2015-12-31061009205
2014 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,497
Total income from all sources (including contributions)2014-12-31$1,018,221
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$452,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$370,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$8,011,331
Value of total assets at beginning of year2014-12-31$7,442,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,753
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$241,463
Administrative expenses professional fees incurred2014-12-31$41,072
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$15,939
Administrative expenses (other) incurred2014-12-31$11,788
Liabilities. Value of operating payables at end of year2014-12-31$10,822
Liabilities. Value of operating payables at beginning of year2014-12-31$8,497
Total non interest bearing cash at end of year2014-12-31$30,015
Total non interest bearing cash at beginning of year2014-12-31$29,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$566,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,000,509
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,434,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,964,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,396,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$776,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$370,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$67,603
Aggregate carrying amount (costs) on sale of assets2014-12-31$67,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2014-12-31061009205
2013 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,515
Total income from all sources (including contributions)2013-12-31$407,152
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$410,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$339,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$7,442,833
Value of total assets at beginning of year2013-12-31$7,446,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,568
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$232,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$232,110
Administrative expenses professional fees incurred2013-12-31$35,707
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$15,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,632
Administrative expenses (other) incurred2013-12-31$8,034
Liabilities. Value of operating payables at end of year2013-12-31$8,497
Liabilities. Value of operating payables at beginning of year2013-12-31$8,515
Total non interest bearing cash at end of year2013-12-31$29,976
Total non interest bearing cash at beginning of year2013-12-31$28,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,434,336
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,437,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,396,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,404,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$175,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$339,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$62,566
Aggregate carrying amount (costs) on sale of assets2013-12-31$62,566
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2013-12-31061009205
2012 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,415
Total income from all sources (including contributions)2012-12-31$1,159,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$390,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,000
Value of total assets at end of year2012-12-31$7,446,160
Value of total assets at beginning of year2012-12-31$6,681,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$73,082
Total interest from all sources2012-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$217,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$217,162
Administrative expenses professional fees incurred2012-12-31$43,275
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,124
Administrative expenses (other) incurred2012-12-31$5,353
Liabilities. Value of operating payables at end of year2012-12-31$8,515
Liabilities. Value of operating payables at beginning of year2012-12-31$12,415
Total non interest bearing cash at end of year2012-12-31$28,145
Total non interest bearing cash at beginning of year2012-12-31$25,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$768,796
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,437,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,668,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$24,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,404,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,169,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$474,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$474,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$702,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$777,546
Aggregate carrying amount (costs) on sale of assets2012-12-31$777,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUM SHAPIRO& COMPANY
Accountancy firm EIN2012-12-31061009205
2011 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,956
Total income from all sources (including contributions)2011-12-31$1,432,458
Total loss/gain on sale of assets2011-12-31$304,071
Total of all expenses incurred2011-12-31$379,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$301,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,005,000
Value of total assets at end of year2011-12-31$6,681,264
Value of total assets at beginning of year2011-12-31$5,631,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,022
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$160,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$160,689
Administrative expenses professional fees incurred2011-12-31$49,179
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,164
Administrative expenses (other) incurred2011-12-31$9,679
Liabilities. Value of operating payables at end of year2011-12-31$12,415
Liabilities. Value of operating payables at beginning of year2011-12-31$15,956
Total non interest bearing cash at end of year2011-12-31$25,903
Total non interest bearing cash at beginning of year2011-12-31$23,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,053,053
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,668,849
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,615,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$19,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,169,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,148,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$474,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$390,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$390,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-37,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,005,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$65,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$301,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,343,772
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,039,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2011-12-31061009205
2010 : RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,963
Total income from all sources (including contributions)2010-12-31$1,522,692
Total loss/gain on sale of assets2010-12-31$68,314
Total of all expenses incurred2010-12-31$361,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$285,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$890,000
Value of total assets at end of year2010-12-31$5,631,752
Value of total assets at beginning of year2010-12-31$4,465,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$76,314
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$115,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$115,520
Administrative expenses professional fees incurred2010-12-31$49,535
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,164
Administrative expenses (other) incurred2010-12-31$11,121
Liabilities. Value of operating payables at end of year2010-12-31$15,956
Liabilities. Value of operating payables at beginning of year2010-12-31$10,963
Total non interest bearing cash at end of year2010-12-31$23,332
Total non interest bearing cash at beginning of year2010-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,160,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,615,796
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,454,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,148,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,024,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$390,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$441,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$441,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$448,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$890,000
Employer contributions (assets) at end of year2010-12-31$65,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$285,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,275,499
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,207,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2010-12-31061009205

Form 5500 Responses for RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING

2020: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF AHLSTROM FILTRATION LLC MT HOLLY SPRING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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