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YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameYALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

YALE APPLIANCE AND LIGHTING has sponsored the creation of one or more 401k plans.

Company Name:YALE APPLIANCE AND LIGHTING
Employer identification number (EIN):042457546
NAIC Classification:443141
NAIC Description:Household Appliance Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE SHEINKOPF
0012017-01-01STEVE SHEINKOPF
0012017-01-01STEVE SHEINKOPF
0012016-01-01KAREN BEROLINI
0012015-01-01STEVEN SHEINKOPF
0012014-01-01KAREN BEROLINI
0012013-01-01KAREN BEROLINI
0012012-01-01KATHLEEN THOMASSEN
0012011-01-01KATHLEEN THOMASSEN
0012010-01-01ALAN ROBINS
0012009-01-01ALAN ROBINS

Plan Statistics for YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01230
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01248
Number of participants with account balances2022-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01220
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01212
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01205
Number of participants with account balances2019-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01191
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01182
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01157
Number of participants with account balances2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01138
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01110
Total participants2011-01-01110
Number of participants with account balances2011-01-0176
2010: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0198
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-742,781
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$489,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$379,336
Expenses. Certain deemed distributions of participant loans2022-12-31$68,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,910,525
Value of total assets at end of year2022-12-31$15,311,114
Value of total assets at beginning of year2022-12-31$16,543,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,551
Total interest from all sources2022-12-31$18,410
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$768,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$768,367
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,223,499
Participant contributions at end of year2022-12-31$345,407
Participant contributions at beginning of year2022-12-31$362,147
Participant contributions at end of year2022-12-31$55,546
Participant contributions at beginning of year2022-12-31$23,140
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,044
Administrative expenses (other) incurred2022-12-31$41,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,232,631
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,311,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,543,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,874,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,112,552
Interest on participant loans2022-12-31$18,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,440,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$657,982
Employer contributions (assets) at end of year2022-12-31$35,618
Employer contributions (assets) at beginning of year2022-12-31$45,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$379,336
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF JND, P.C.
Accountancy firm EIN2022-12-31043138777
2021 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,789,923
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$495,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$456,139
Expenses. Certain deemed distributions of participant loans2021-12-31$537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,779,149
Value of total assets at end of year2021-12-31$16,543,745
Value of total assets at beginning of year2021-12-31$13,248,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,465
Total interest from all sources2021-12-31$18,213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$636,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$636,713
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,169,557
Participant contributions at end of year2021-12-31$362,147
Participant contributions at beginning of year2021-12-31$374,243
Participant contributions at end of year2021-12-31$23,140
Participant contributions at beginning of year2021-12-31$15,553
Administrative expenses (other) incurred2021-12-31$38,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,294,782
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,543,745
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,248,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,112,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,817,200
Interest on participant loans2021-12-31$18,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,355,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$609,592
Employer contributions (assets) at end of year2021-12-31$45,906
Employer contributions (assets) at beginning of year2021-12-31$41,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$456,139
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF P.C.
Accountancy firm EIN2021-12-31043138777
2020 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$3,271,206
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$436,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$381,259
Expenses. Certain deemed distributions of participant loans2020-12-31$15,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,544,746
Value of total assets at end of year2020-12-31$13,248,963
Value of total assets at beginning of year2020-12-31$10,413,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,953
Total interest from all sources2020-12-31$15,386
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$391,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$391,121
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$983,523
Participant contributions at end of year2020-12-31$374,243
Participant contributions at beginning of year2020-12-31$297,207
Participant contributions at end of year2020-12-31$15,553
Participant contributions at beginning of year2020-12-31$17,486
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,924
Administrative expenses (other) incurred2020-12-31$38,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,835,203
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,248,963
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,413,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,817,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,574,917
Interest on participant loans2020-12-31$15,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,319,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$543,299
Employer contributions (assets) at end of year2020-12-31$41,967
Employer contributions (assets) at beginning of year2020-12-31$524,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$381,259
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF, P.C.
Accountancy firm EIN2020-12-31043138777
2019 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$3,213,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$648,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$610,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,493,768
Value of total assets at end of year2019-12-31$10,413,760
Value of total assets at beginning of year2019-12-31$7,848,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,274
Total interest from all sources2019-12-31$14,656
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$369,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$369,168
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$968,111
Participant contributions at end of year2019-12-31$297,207
Participant contributions at beginning of year2019-12-31$292,964
Participant contributions at end of year2019-12-31$17,486
Participant contributions at beginning of year2019-12-31$15,211
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,507
Other income not declared elsewhere2019-12-31$4,774
Administrative expenses (other) incurred2019-12-31$38,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,565,409
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,413,760
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,848,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,574,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,093,998
Interest on participant loans2019-12-31$14,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,331,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$524,150
Employer contributions (assets) at end of year2019-12-31$524,150
Employer contributions (assets) at beginning of year2019-12-31$446,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$610,046
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF, P.C.
Accountancy firm EIN2019-12-31043138777
2018 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$804,481
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$349,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$314,420
Expenses. Certain deemed distributions of participant loans2018-12-31$7,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,267,831
Value of total assets at end of year2018-12-31$7,848,351
Value of total assets at beginning of year2018-12-31$7,393,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,131
Total interest from all sources2018-12-31$11,997
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$339,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$339,114
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$792,566
Participant contributions at end of year2018-12-31$292,964
Participant contributions at beginning of year2018-12-31$193,572
Participant contributions at end of year2018-12-31$15,211
Participant contributions at beginning of year2018-12-31$17,789
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,227
Administrative expenses (other) incurred2018-12-31$27,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$455,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,848,351
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,393,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,093,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,796,225
Interest on participant loans2018-12-31$11,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-814,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$469,038
Employer contributions (assets) at end of year2018-12-31$446,178
Employer contributions (assets) at beginning of year2018-12-31$371,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$314,420
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF, P.C.
Accountancy firm EIN2018-12-31043138777
2017 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$655
Total transfer of assets from this plan2017-12-31$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$2,079,676
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$303,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$301,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,025,843
Value of total assets at end of year2017-12-31$7,393,162
Value of total assets at beginning of year2017-12-31$5,616,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,746
Total interest from all sources2017-12-31$7,472
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$256,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$256,839
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$651,764
Participant contributions at end of year2017-12-31$193,572
Participant contributions at beginning of year2017-12-31$154,127
Participant contributions at end of year2017-12-31$17,789
Participant contributions at beginning of year2017-12-31$15,477
Administrative expenses (other) incurred2017-12-31$2,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,775,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,393,162
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,616,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,796,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,082,051
Interest on participant loans2017-12-31$7,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$789,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$374,079
Employer contributions (assets) at end of year2017-12-31$371,427
Employer contributions (assets) at beginning of year2017-12-31$355,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$301,008
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF, P.C.
Accountancy firm EIN2017-12-31043138777
2016 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,194,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$321,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$319,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$983,089
Value of total assets at end of year2016-12-31$5,616,585
Value of total assets at beginning of year2016-12-31$4,743,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,262
Total interest from all sources2016-12-31$7,261
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$176,202
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$176,202
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$475,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$608,750
Participant contributions at end of year2016-12-31$154,127
Participant contributions at beginning of year2016-12-31$195,218
Participant contributions at end of year2016-12-31$15,477
Participant contributions at beginning of year2016-12-31$5,351
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,813
Administrative expenses (other) incurred2016-12-31$2,262
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$873,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,616,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,743,379
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,082,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,223,167
Interest on participant loans2016-12-31$7,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$28,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$355,526
Employer contributions (assets) at end of year2016-12-31$355,522
Employer contributions (assets) at beginning of year2016-12-31$313,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$319,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF, P.C.
Accountancy firm EIN2016-12-31043138777
2015 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$847,035
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$397,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$357,205
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$35,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$886,489
Value of total assets at end of year2015-12-31$4,743,379
Value of total assets at beginning of year2015-12-31$4,293,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,125
Total interest from all sources2015-12-31$8,414
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$210,750
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$210,750
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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
Contributions received from participants2015-12-31$554,407
Participant contributions at end of year2015-12-31$195,218
Participant contributions at beginning of year2015-12-31$167,435
Participant contributions at end of year2015-12-31$5,351
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,125
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$449,636
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,743,379
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,293,743
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
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,223,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,937,042
Interest on participant loans2015-12-31$8,414
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-258,618
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$313,728
Employer contributions (assets) at end of year2015-12-31$313,728
Employer contributions (assets) at beginning of year2015-12-31$185,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$357,205
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
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
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$829,872
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$268,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$249,623
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$14,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$638,269
Value of total assets at end of year2014-12-31$4,293,743
Value of total assets at beginning of year2014-12-31$3,732,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,829
Total interest from all sources2014-12-31$5,850
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$169,780
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$169,780
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$373,230
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
Contributions received from participants2014-12-31$453,203
Participant contributions at end of year2014-12-31$167,435
Participant contributions at beginning of year2014-12-31$116,032
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$3,829
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$561,440
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,293,743
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,732,303
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
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,937,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,605,497
Interest on participant loans2014-12-31$5,850
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,973
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$185,066
Employer contributions (assets) at end of year2014-12-31$185,066
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$249,623
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CARON & BLETZER PLLC
Accountancy firm EIN2014-12-31043499945
2013 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$933,333
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$662,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$598,561
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$58,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$344,411
Value of total assets at end of year2013-12-31$3,732,303
Value of total assets at beginning of year2013-12-31$3,461,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,242
Total interest from all sources2013-12-31$6,354
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$94,830
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$94,830
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$346,169
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
Contributions received from participants2013-12-31$344,068
Participant contributions at end of year2013-12-31$116,032
Participant contributions at beginning of year2013-12-31$200,347
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,025
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$270,617
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,732,303
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,461,686
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,605,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,251,622
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$6,354
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$487,738
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$343
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$598,561
Contract administrator fees2013-12-31$1,217
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
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$797,153
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$263,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$197,769
Expenses. Certain deemed distributions of participant loans2012-12-31$7,769
Value of total corrective distributions2012-12-31$55,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$343,502
Value of total assets at end of year2012-12-31$3,461,686
Value of total assets at beginning of year2012-12-31$2,928,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,156
Total interest from all sources2012-12-31$7,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,877
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$68,877
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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
Contributions received from participants2012-12-31$343,502
Participant contributions at end of year2012-12-31$200,347
Participant contributions at beginning of year2012-12-31$195,044
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,812
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,296
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$533,348
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,461,686
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,928,338
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
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,251,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,719,131
Interest on participant loans2012-12-31$7,521
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$377,253
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$197,769
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$860
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$276,358
Total of all expenses incurred2011-12-31$319,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$289,318
Value of total corrective distributions2011-12-31$18,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$354,057
Value of total assets at end of year2011-12-31$2,928,338
Value of total assets at beginning of year2011-12-31$2,971,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,059
Total interest from all sources2011-12-31$9,564
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$43,727
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$43,727
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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
Contributions received from participants2011-12-31$354,012
Participant contributions at end of year2011-12-31$195,044
Participant contributions at beginning of year2011-12-31$230,522
Participant contributions at end of year2011-12-31$2,812
Administrative expenses (other) incurred2011-12-31$11,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-43,014
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,928,338
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,971,352
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,719,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,688,453
Interest on participant loans2011-12-31$9,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$52,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$52,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-130,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$289,318
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
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 name2011-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
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$675,506
Total of all expenses incurred2010-12-31$256,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$243,153
Expenses. Certain deemed distributions of participant loans2010-12-31$8,404
Value of total corrective distributions2010-12-31$1,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$314,354
Value of total assets at end of year2010-12-31$2,971,352
Value of total assets at beginning of year2010-12-31$2,552,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,318
Total interest from all sources2010-12-31$11,236
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$55,895
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$55,895
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$285,035
Participant contributions at end of year2010-12-31$230,522
Participant contributions at beginning of year2010-12-31$219,077
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$27,306
Administrative expenses (other) incurred2010-12-31$3,318
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$418,860
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,971,352
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,552,492
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,688,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,284,214
Interest on participant loans2010-12-31$11,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$52,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$294,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$243,153
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
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31CARON & BLETZER PLLC
Accountancy firm EIN2010-12-31043499945
2009 : YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST

2022: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: YALE ELECTRIC SALES 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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