SUMMIT HANDLING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,495,677 |
| Total of all expenses incurred | 2023-12-31 | $973,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $967,756 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,014,843 |
| Value of total assets at end of year | 2023-12-31 | $11,208,714 |
| Value of total assets at beginning of year | 2023-12-31 | $9,686,343 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $5,550 |
| Total interest from all sources | 2023-12-31 | $22,817 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $769,043 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $8,928 |
| Administrative expenses (other) incurred | 2023-12-31 | $5,550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,522,371 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,208,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,686,343 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $10,208,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,151,546 |
| Interest earned on other investments | 2023-12-31 | $22,817 |
| Income. Interest from US Government securities | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,000,094 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,534,797 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,458,017 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $236,872 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $967,756 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | SIMONE MACCA & LARROW, LLO |
| Accountancy firm EIN | 2023-12-31 | 061586075 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,495,677 |
| Total of all expenses incurred | 2023-01-01 | $973,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $967,756 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,014,843 |
| Value of total assets at end of year | 2023-01-01 | $11,208,714 |
| Value of total assets at beginning of year | 2023-01-01 | $9,686,343 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $5,550 |
| Total interest from all sources | 2023-01-01 | $22,817 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $769,043 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $8,928 |
| Administrative expenses (other) incurred | 2023-01-01 | $5,550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,522,371 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $11,208,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,686,343 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $10,208,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $8,151,546 |
| Interest earned on other investments | 2023-01-01 | $22,817 |
| Income. Interest from US Government securities | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,000,094 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,534,797 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,458,017 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $236,872 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $967,756 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2023-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | SIMONE MACCA & LARROW, LLO |
| Accountancy firm EIN | 2023-01-01 | 061586075 |
| 2022 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-862,910 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,306,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,285,207 |
| Value of total corrective distributions | 2022-12-31 | $10,838 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,008,310 |
| Value of total assets at end of year | 2022-12-31 | $9,686,343 |
| Value of total assets at beginning of year | 2022-12-31 | $12,856,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,900 |
| Total interest from all sources | 2022-12-31 | $18,562 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $707,660 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $97,035 |
| Other income not declared elsewhere | 2022-12-31 | $130 |
| Administrative expenses (other) incurred | 2022-12-31 | $10,900 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-3,169,855 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,686,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,856,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,151,546 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,984,593 |
| Interest earned on other investments | 2022-12-31 | $18,562 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,534,797 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,871,605 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,889,912 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $203,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,285,207 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm EIN | 2022-12-31 | 061586075 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-862,910 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,306,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,285,207 |
| Value of total corrective distributions | 2022-01-01 | $10,838 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,008,310 |
| Value of total assets at end of year | 2022-01-01 | $9,686,343 |
| Value of total assets at beginning of year | 2022-01-01 | $12,856,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,900 |
| Total interest from all sources | 2022-01-01 | $18,562 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $707,660 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $97,035 |
| Other income not declared elsewhere | 2022-01-01 | $130 |
| Administrative expenses (other) incurred | 2022-01-01 | $10,900 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-3,169,855 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,686,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $12,856,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $8,151,546 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $10,984,593 |
| Interest earned on other investments | 2022-01-01 | $18,562 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,534,797 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,871,605 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,889,912 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $203,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,285,207 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm EIN | 2022-01-01 | 061586075 |
| 2021 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,425,480 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $901,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $896,601 |
| Value of total corrective distributions | 2021-12-31 | $3,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $759,845 |
| Value of total assets at end of year | 2021-12-31 | $12,856,198 |
| Value of total assets at beginning of year | 2021-12-31 | $11,332,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,050 |
| Total interest from all sources | 2021-12-31 | $22,065 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $591,258 |
| Administrative expenses (other) incurred | 2021-12-31 | $2,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,523,486 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,856,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,332,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,984,593 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,454,246 |
| Interest earned on other investments | 2021-12-31 | $22,065 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,871,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,878,466 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,643,570 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $168,587 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $896,601 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm EIN | 2021-12-31 | 061586075 |
| 2020 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,191,067 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $255,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $236,823 |
| Value of total corrective distributions | 2020-12-31 | $9,100 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $720,423 |
| Value of total assets at end of year | 2020-12-31 | $11,332,712 |
| Value of total assets at beginning of year | 2020-12-31 | $9,397,118 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,550 |
| Total interest from all sources | 2020-12-31 | $19,418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $547,058 |
| Administrative expenses (other) incurred | 2020-12-31 | $9,550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,935,594 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,332,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,397,118 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,454,246 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,285,472 |
| Interest earned on other investments | 2020-12-31 | $19,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,878,466 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,111,646 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,451,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $173,365 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $236,823 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm EIN | 2020-12-31 | 061586075 |
| 2019 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at 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 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 | $2,368,001 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,368,001 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $220,220 |
| Total of all expenses incurred | 2019-12-31 | $220,220 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $219,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $219,070 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $720,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $720,042 |
| Value of total assets at end of year | 2019-12-31 | $9,397,118 |
| Value of total assets at end of year | 2019-12-31 | $9,397,118 |
| Value of total assets at beginning of year | 2019-12-31 | $7,249,337 |
| Value of total assets at beginning of year | 2019-12-31 | $7,249,337 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,150 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,150 |
| Total interest from all sources | 2019-12-31 | $16,656 |
| Total interest from all sources | 2019-12-31 | $16,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $510,208 |
| Contributions received from participants | 2019-12-31 | $510,208 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $45,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $45,611 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,150 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,147,781 |
| Value of net income/loss | 2019-12-31 | $2,147,781 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,397,118 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,397,118 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,249,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,249,337 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,285,472 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,285,472 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,045,399 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,045,399 |
| Interest earned on other investments | 2019-12-31 | $16,656 |
| Interest earned on other investments | 2019-12-31 | $16,656 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,111,646 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,111,646 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,203,938 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,203,938 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,631,303 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,631,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $164,223 |
| Contributions received in cash from employer | 2019-12-31 | $164,223 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,070 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,070 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm name | 2019-12-31 | SIMIONE MACCA & LARROW, LLP |
| Accountancy firm EIN | 2019-12-31 | 061586075 |
| Accountancy firm EIN | 2019-12-31 | 061586075 |
| 2015 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $494,898 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $97,601 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $97,101 |
| Total plan assets at end of year | 2015-12-31 | $5,185,178 |
| Total plan assets at beginning of year | 2015-12-31 | $4,787,881 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $318,789 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $4,764 |
| Other income received | 2015-12-31 | $73,858 |
| Net income (gross income less expenses) | 2015-12-31 | $397,297 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,185,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,787,881 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $97,487 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $500 |
| 2014 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $696,783 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $451,846 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $448,245 |
| Total plan assets at end of year | 2014-12-31 | $4,787,881 |
| Total plan assets at beginning of year | 2014-12-31 | $4,542,944 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $321,651 |
| Other income received | 2014-12-31 | $275,093 |
| Net income (gross income less expenses) | 2014-12-31 | $244,937 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,787,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,542,944 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $100,039 |
| Value of corrective distributions | 2014-12-31 | $2,801 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $800 |
| 2013 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,214,930 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $148,110 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $147,660 |
| Total plan assets at end of year | 2013-12-31 | $4,542,944 |
| Total plan assets at beginning of year | 2013-12-31 | $3,476,124 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $297,295 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $450 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $27,900 |
| Other income received | 2013-12-31 | $794,080 |
| Net income (gross income less expenses) | 2013-12-31 | $1,066,820 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,542,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,476,124 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $95,655 |
| 2012 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $718,610 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,902 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $28,902 |
| Total plan assets at end of year | 2012-12-31 | $3,476,124 |
| Total plan assets at beginning of year | 2012-12-31 | $2,786,416 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $279,538 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $356,602 |
| Net income (gross income less expenses) | 2012-12-31 | $689,708 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,476,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,786,416 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $82,470 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $265,939 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $115,905 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $115,905 |
| Total plan assets at end of year | 2011-12-31 | $2,786,416 |
| Total plan assets at beginning of year | 2011-12-31 | $2,636,382 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $241,582 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-43,416 |
| Net income (gross income less expenses) | 2011-12-31 | $150,034 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,786,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,636,382 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $67,773 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : SUMMIT HANDLING SYSTEMS, INC. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $557,228 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $33,929 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $33,929 |
| Total plan assets at end of year | 2010-12-31 | $2,636,382 |
| Total plan assets at beginning of year | 2010-12-31 | $2,113,083 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $224,208 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $263,101 |
| Net income (gross income less expenses) | 2010-12-31 | $523,299 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,636,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,113,083 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $69,919 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
