401k Plan data: FENNER PRECISION, INC. 401(K) PLAN plan

FENNER PRECISION, INC. 401(K) PLAN 401k Plan overview

Plan Name	FENNER PRECISION, INC. 401(K) PLAN
Plan identification number	001

FENNER PRECISION, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FENNER PRECISION, INC. has sponsored the creation of one or more 401k plans.

Company Name: FENNER PRECISION, INC.

Employer identification number (EIN): 061833826

NAIC Classification: 326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FENNER PRECISION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 ROMINA BURNETTE 2019-08-27 ROMINA BURNETTE 2019-08-27
001 2017-01-01 ANNA CHERUPALLA 2018-06-11
001 2017-01-01 ANNA CHERUPALLA 2018-09-05
001 2016-01-01 ANNA CHERUPALLA 2017-08-09
001 2016-01-01 ANNA CHERUPALLA 2017-07-28
001 2016-01-01 STEPHEN LUTZ 2017-07-28 STEPHEN LUTZ 2017-07-28
001 2015-01-01 JAMIE TOMON 2016-07-29
001 2014-01-01 JAMIE TOMON 2015-08-28
001 2013-01-01 STEPHANIE MOYER 2014-06-17
001 2012-01-01 STEPHANIE MOYER 2013-06-18
001 2011-01-01 STEPH MOYER
001 2010-01-01 PATRICK GREELEY
001 2009-01-01 NICHOLAS M. HOBSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	ROMINA BURNETTE	2019-08-27	ROMINA BURNETTE	2019-08-27
001	2017-01-01	ANNA CHERUPALLA	2018-06-11
001	2017-01-01	ANNA CHERUPALLA	2018-09-05
001	2016-01-01	ANNA CHERUPALLA	2017-08-09
001	2016-01-01	ANNA CHERUPALLA	2017-07-28
001	2016-01-01	STEPHEN LUTZ	2017-07-28	STEPHEN LUTZ	2017-07-28
001	2015-01-01	JAMIE TOMON	2016-07-29
001	2014-01-01	JAMIE TOMON	2015-08-28
001	2013-01-01	STEPHANIE MOYER	2014-06-17
001	2012-01-01	STEPHANIE MOYER	2013-06-18
001	2011-01-01	STEPH MOYER
001	2010-01-01	PATRICK GREELEY
001	2009-01-01	NICHOLAS M. HOBSON

Plan Statistics for FENNER PRECISION, INC. 401(K) PLAN

401k plan membership statisitcs for FENNER PRECISION, INC. 401(K) PLAN

Measure Date Value
2011: FENNER PRECISION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 81
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: FENNER PRECISION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 106
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 114
Number of participants with account balances 2010-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: FENNER PRECISION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 107
Number of participants with account balances 2009-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: FENNER PRECISION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	81
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: FENNER PRECISION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	106
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	114
Number of participants with account balances	2010-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: FENNER PRECISION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	107
Number of participants with account balances	2009-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FENNER PRECISION, INC. 401(K) PLAN

Measure	Date	Value
2011 : FENNER PRECISION, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$957,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$119,373
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$33,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$33,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$175,928
Value of total assets at end of year	2011-12-31	$1,952,002
Value of total assets at beginning of year	2011-12-31	$2,824,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$210
Total interest from all sources	2011-12-31	$2,483
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$58,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$58,788
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$283,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$151,704
Participant contributions at end of year	2011-12-31	$18,319
Participant contributions at beginning of year	2011-12-31	$53,561
Administrative expenses (other) incurred	2011-12-31	$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$85,583
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,952,002
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,824,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,746,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,521,057
Interest on participant loans	2011-12-31	$2,483
Value of interest in common/collective trusts at end of year	2011-12-31	$187,589
Value of interest in common/collective trusts at beginning of year	2011-12-31	$249,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-123,444
Net investment gain or loss from common/collective trusts	2011-12-31	$5,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$24,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$33,580
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SIMON LEVER
Accountancy firm EIN	2011-12-31	231692578
2010 : FENNER PRECISION, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$497,411
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$96,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$96,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$177,081
Value of total assets at end of year	2010-12-31	$2,824,088
Value of total assets at beginning of year	2010-12-31	$2,423,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$548
Total interest from all sources	2010-12-31	$6,050
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$46,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$46,736
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$242,400
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$156,046
Participant contributions at end of year	2010-12-31	$53,561
Participant contributions at beginning of year	2010-12-31	$99,605
Participant contributions at beginning of year	2010-12-31	$4,071
Administrative expenses (other) incurred	2010-12-31	$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$400,575
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,824,088
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,423,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,521,057
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,268,993
Interest on participant loans	2010-12-31	$6,050
Value of interest in common/collective trusts at end of year	2010-12-31	$249,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$50,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$239,098
Net investment gain or loss from common/collective trusts	2010-12-31	$28,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$21,035
Employer contributions (assets) at beginning of year	2010-12-31	$825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$96,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SIMON LEVER
Accountancy firm EIN	2010-12-31	231692578

Form 5500 Responses for FENNER PRECISION, INC. 401(K) PLAN

2011: FENNER PRECISION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FENNER PRECISION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FENNER PRECISION, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670193

Policy instance

Insurance contract or identification number	670193
Number of Individuals Covered	96
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	FENNER PRECISION, INC.
Employer identification number (EIN):	061833826
NAIC Classification:	326100