VPG TRANSFORMERS GROUP LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMERALD TRANSFORMER 401(K) PLAN
Measure | Date | Value |
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2023 : EMERALD TRANSFORMER 401(K) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $1,775,748 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $803,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $754,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,134,303 |
Value of total assets at end of year | 2023-12-31 | $6,295,955 |
Value of total assets at beginning of year | 2023-12-31 | $5,323,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $49,255 |
Total interest from all sources | 2023-12-31 | $1,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $786,789 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $15,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $53,806 |
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 | $972,263 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,295,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,323,692 |
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 | $16,873 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $6,184,720 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
Interest earned on other investments | 2023-12-31 | $1,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $5,302,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $5,302,053 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $106,184 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $640,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
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 | $293,708 |
Employer contributions (assets) at end of year | 2023-12-31 | $5,051 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $5,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $754,230 |
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 | 2023-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | COULTER & JUSTUS |
Accountancy firm EIN | 2023-12-31 | 621532536 |
2022 : EMERALD TRANSFORMER 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
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 | $479,273 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,141,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,108,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,344,983 |
Value of total assets at end of year | 2022-12-31 | $5,323,692 |
Value of total assets at beginning of year | 2022-12-31 | $5,985,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,783 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $68,252 |
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 | $68,252 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $826,279 |
Participant contributions at end of year | 2022-12-31 | $15,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $212,103 |
Other income not declared elsewhere | 2022-12-31 | $40,089 |
Administrative expenses (other) incurred | 2022-12-31 | $32,783 |
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 | $-662,206 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,323,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,985,898 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,782,220 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,198,570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,302,053 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-412,293 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-561,758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
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 | $306,601 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,936 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,108,696 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : EMERALD TRANSFORMER 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,798,618 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $943,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $905,101 |
Value of total corrective distributions | 2021-12-31 | $5,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,114,499 |
Value of total assets at end of year | 2021-12-31 | $5,985,898 |
Value of total assets at beginning of year | 2021-12-31 | $5,130,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $32,619 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $181,433 |
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 | $181,433 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Contributions received from participants | 2021-12-31 | $808,142 |
Participant contributions at beginning of year | 2021-12-31 | $17,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,962 |
Other income not declared elsewhere | 2021-12-31 | $39,833 |
Administrative expenses (other) incurred | 2021-12-31 | $32,619 |
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 | $855,050 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,985,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,130,848 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,782,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,546,164 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,198,570 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,562,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $77,317 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $385,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $300,395 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,108 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $4,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $905,101 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : EMERALD TRANSFORMER 401(K) PLAN 2020 401k financial data |
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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 | $1,832,234 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,274,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,240,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,190,117 |
Value of total assets at end of year | 2020-12-31 | $5,130,848 |
Value of total assets at beginning of year | 2020-12-31 | $4,572,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $34,293 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $72,766 |
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 | $72,766 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $458,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $874,179 |
Participant contributions at end of year | 2020-12-31 | $17,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $96,732 |
Other income not declared elsewhere | 2020-12-31 | $36,651 |
Administrative expenses (other) incurred | 2020-12-31 | $34,293 |
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 | $557,885 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,130,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,572,963 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,546,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,360,360 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,562,565 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,212,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $183,056 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $349,644 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 | $219,206 |
Employer contributions (assets) at end of year | 2020-12-31 | $4,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,240,056 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : EMERALD TRANSFORMER 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $4,500,587 |
Total transfer of assets from this plan | 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 | $1,000,385 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $928,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $907,005 |
Value of total corrective distributions | 2019-12-31 | $333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $701,764 |
Value of total assets at end of year | 2019-12-31 | $4,572,963 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,671 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $77,941 |
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 | $77,941 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Contributions received from participants | 2019-12-31 | $502,055 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $16,076 |
Other income not declared elsewhere | 2019-12-31 | $11,655 |
Administrative expenses (other) incurred | 2019-12-31 | $20,671 |
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 | $72,376 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,572,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,360,360 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,212,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $22,745 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $186,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | $183,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $907,005 |
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 |