Logo

SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 401k Plan overview

Plan NameSHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES
Plan identification number 001

SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GLENCORE LTD. has sponsored the creation of one or more 401k plans.

Company Name:GLENCORE LTD.
Employer identification number (EIN):132942178
NAIC Classification:331200

Additional information about GLENCORE LTD.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1988-02-23
Company Identification Number: 0007558306
Legal Registered Office Address: 330 MADISON AVE FL 6

NEW YORK
United States of America (USA)
10017

More information about GLENCORE LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-12-31
0012017-12-31
0012016-12-31
0012015-12-31CHERYL DRISCOLL
0012009-03-09STEPHEN CRAMER STEPHEN CRAMER2010-11-15

Plan Statistics for SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

401k plan membership statisitcs for SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2018: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-12-31194
Total number of active participants reported on line 7a of the Form 55002018-12-310
Number of retired or separated participants receiving benefits2018-12-310
Number of other retired or separated participants entitled to future benefits2018-12-310
Total of all active and inactive participants2018-12-310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-310
Total participants2018-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-310
Market value of plan assets2018-12-3124,725,278
Acturial value of plan assets2018-12-3126,119,484
Funding target for retired participants and beneficiaries receiving payment2018-12-3128,558,872
Number of terminated vested participants2018-12-3131
Fundng target for terminated vested participants2018-12-312,166,669
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31194
Total funding target for all participants2018-12-3130,725,541
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,978
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31352
Net shortfall amortization installment of oustanding balance2018-12-314,606,057
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,783
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-312,783
Contributions allocatedtoward minimum required contributions for current year2018-12-313,978
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Market value of plan assets2018-12-3032,961,725
Acturial value of plan assets2018-12-3030,732,019
Funding target for retired participants and beneficiaries receiving payment2018-12-305,153,624
Number of terminated vested participants2018-12-3099
Fundng target for terminated vested participants2018-12-3028,153,238
Active participant vested funding target2018-12-300
Number of active participants2018-12-300
Total funding liabilities for active participants2018-12-300
Total participant count2018-12-30259
Total funding target for all participants2018-12-3033,306,862
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-300
Present value of excess contributions2018-12-302,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-302,343
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-300
Total employer contributions2018-12-30685,916
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30658,610
Liquidity shortfalls end of Q12018-12-300
Liquidity shortfalls end of Q22018-12-300
Liquidity shortfalls end of Q32018-12-300
Liquidity shortfalls end of Q42018-12-300
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-30164,532
Net shortfall amortization installment of oustanding balance2018-12-302,574,843
Total funding amount beforereflecting carryover/prefunding balances2018-12-30658,610
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-30658,610
Contributions allocatedtoward minimum required contributions for current year2018-12-30658,610
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-12-31259
Total number of active participants reported on line 7a of the Form 55002017-12-310
Number of retired or separated participants receiving benefits2017-12-31145
Number of other retired or separated participants entitled to future benefits2017-12-3131
Total of all active and inactive participants2017-12-31176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-3118
Total participants2017-12-31194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-310
Market value of plan assets2017-12-3029,327,848
Acturial value of plan assets2017-12-3029,892,800
Funding target for retired participants and beneficiaries receiving payment2017-12-3026,797,810
Number of terminated vested participants2017-12-30108
Fundng target for terminated vested participants2017-12-305,586,510
Active participant vested funding target2017-12-300
Number of active participants2017-12-300
Total funding liabilities for active participants2017-12-300
Total participant count2017-12-30264
Total funding target for all participants2017-12-3032,384,320
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-300
Present value of excess contributions2017-12-304,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-304,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-300
Total employer contributions2017-12-30693,000
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-30648,228
Liquidity shortfalls end of Q12017-12-300
Liquidity shortfalls end of Q22017-12-300
Liquidity shortfalls end of Q32017-12-300
Liquidity shortfalls end of Q42017-12-300
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-30215,000
Net shortfall amortization installment of oustanding balance2017-12-302,491,520
Waiver amortization installment2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-30646,019
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-30646,019
Contributions allocatedtoward minimum required contributions for current year2017-12-30648,228
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2016: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-12-31260
Total number of active participants reported on line 7a of the Form 55002016-12-310
Number of retired or separated participants receiving benefits2016-12-31144
Number of other retired or separated participants entitled to future benefits2016-12-3198
Total of all active and inactive participants2016-12-31242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-3117
Total participants2016-12-31259
2015: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-12-31261
Total number of active participants reported on line 7a of the Form 55002015-12-311
Number of retired or separated participants receiving benefits2015-12-31137
Number of other retired or separated participants entitled to future benefits2015-12-31106
Total of all active and inactive participants2015-12-31244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-3116
Total participants2015-12-31260

Financial Data on SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2018 : SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$24,731,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,731,119
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$4,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,000
Value of total assets at end of year2018-12-31$24,731,119
Value of total assets at beginning of year2018-12-31$24,727,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24,731,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,727,119
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$24,200,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,200,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$326,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$326,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$326,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
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$4,000
Employer contributions (assets) at end of year2018-12-31$203,916
Employer contributions (assets) at beginning of year2018-12-31$199,916
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 PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
Total unrealized appreciation/depreciation of assets2018-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Total income from all sources (including contributions)2018-12-30$-1,172,174
Total loss/gain on sale of assets2018-12-30$1,074,540
Total of all expenses incurred2018-12-30$7,075,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-30$6,914,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-30$685,916
Value of total assets at end of year2018-12-30$24,727,119
Value of total assets at beginning of year2018-12-30$32,974,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-30$160,875
Total interest from all sources2018-12-30$1,155
Total dividends received (eg from common stock, registered investment company shares)2018-12-30$1,475,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-30$1,475,674
Administrative expenses professional fees incurred2018-12-30$9,101
Was this plan covered by a fidelity bond2018-12-30Yes
Value of fidelity bond cover2018-12-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-30$0
Were there any nonexempt tranactions with any party-in-interest2018-12-30No
Administrative expenses (other) incurred2018-12-30$151,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Value of net income/loss2018-12-30$-8,247,792
Value of net assets at end of year (total assets less liabilities)2018-12-30$24,727,119
Value of net assets at beginning of year (total assets less liabilities)2018-12-30$32,974,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-30No
Were any leases to which the plan was party in default or uncollectible2018-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-30$24,200,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-30$32,209,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-30$326,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-30$348,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-30$348,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-30$1,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-30$-4,409,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-30Yes
Was there a failure to transmit to the plan any participant contributions2018-12-30No
Has the plan failed to provide any benefit when due under the plan2018-12-30No
Contributions received in cash from employer2018-12-30$685,916
Employer contributions (assets) at end of year2018-12-30$199,916
Employer contributions (assets) at beginning of year2018-12-30$417,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-30$6,914,743
Did the plan have assets held for investment2018-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-30No
Aggregate proceeds on sale of assets2018-12-30$13,226,837
Aggregate carrying amount (costs) on sale of assets2018-12-30$12,152,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-30Yes
Opinion of an independent qualified public accountant for this plan2018-12-30Disclaimer
Accountancy firm name2018-12-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-30410746749
2017 : SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-30$0
Total income from all sources (including contributions)2017-12-30$6,178,357
Total loss/gain on sale of assets2017-12-30$355,592
Total of all expenses incurred2017-12-30$2,548,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-30$2,389,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-30$693,000
Value of total assets at end of year2017-12-30$32,974,911
Value of total assets at beginning of year2017-12-30$29,344,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-30$159,397
Total interest from all sources2017-12-30$128
Total dividends received (eg from common stock, registered investment company shares)2017-12-30$1,439,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-30$1,439,478
Administrative expenses professional fees incurred2017-12-30$12,757
Was this plan covered by a fidelity bond2017-12-30Yes
Value of fidelity bond cover2017-12-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-30No
Administrative expenses (other) incurred2017-12-30$146,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Value of net income/loss2017-12-30$3,629,924
Value of net assets at end of year (total assets less liabilities)2017-12-30$32,974,911
Value of net assets at beginning of year (total assets less liabilities)2017-12-30$29,344,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-30No
Were any leases to which the plan was party in default or uncollectible2017-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-30$32,209,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-30$28,574,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-30$348,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-30$360,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-30$360,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-30$128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-30$3,690,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-30Yes
Was there a failure to transmit to the plan any participant contributions2017-12-30No
Has the plan failed to provide any benefit when due under the plan2017-12-30No
Contributions received in cash from employer2017-12-30$693,000
Employer contributions (assets) at end of year2017-12-30$417,000
Employer contributions (assets) at beginning of year2017-12-30$410,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-30$2,389,036
Did the plan have assets held for investment2017-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-30No
Aggregate proceeds on sale of assets2017-12-30$4,800,894
Aggregate carrying amount (costs) on sale of assets2017-12-30$4,445,302
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-30Yes
Opinion of an independent qualified public accountant for this plan2017-12-30Disclaimer
Accountancy firm name2017-12-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-30410746749
2016 : SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total income from all sources (including contributions)2016-12-30$2,838,984
Total loss/gain on sale of assets2016-12-30$171,985
Total of all expenses incurred2016-12-30$1,853,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$1,664,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$410,000
Value of total assets at end of year2016-12-30$29,344,987
Value of total assets at beginning of year2016-12-30$28,359,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-30$188,861
Total interest from all sources2016-12-30$9
Total dividends received (eg from common stock, registered investment company shares)2016-12-30$990,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-30$990,897
Administrative expenses professional fees incurred2016-12-30$64,886
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Administrative expenses (other) incurred2016-12-30$123,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Value of net income/loss2016-12-30$985,806
Value of net assets at end of year (total assets less liabilities)2016-12-30$29,344,987
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$28,359,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-30$28,574,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-30$27,764,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-30$360,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-30$594,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-30$594,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-30$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-30$1,266,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30Yes
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Contributions received in cash from employer2016-12-30$410,000
Employer contributions (assets) at end of year2016-12-30$410,000
Employer contributions (assets) at beginning of year2016-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$1,664,317
Did the plan have assets held for investment2016-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30No
Aggregate proceeds on sale of assets2016-12-30$4,363,871
Aggregate carrying amount (costs) on sale of assets2016-12-30$4,191,886
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30Yes
Opinion of an independent qualified public accountant for this plan2016-12-30Disclaimer
Accountancy firm name2016-12-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-30410746749
2011 : SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$1,224,188
Total unrealized appreciation/depreciation of assets2011-01-31$1,224,188
Total transfer of assets to this plan2011-01-31$4,000,000
Total transfer of assets from this plan2011-01-31$21,758,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$56,637
Total income from all sources (including contributions)2011-01-31$2,527,557
Total loss/gain on sale of assets2011-01-31$990,965
Total of all expenses incurred2011-01-31$148,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$0
Value of total assets at end of year2011-01-31$0
Value of total assets at beginning of year2011-01-31$15,436,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$148,720
Total interest from all sources2011-01-31$162,491
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$176,556
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$3,663
Administrative expenses professional fees incurred2011-01-31$12,120
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$53,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$56,637
Administrative expenses (other) incurred2011-01-31$1,558
Value of net income/loss2011-01-31$2,378,837
Value of net assets at end of year (total assets less liabilities)2011-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$15,379,903
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$135,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$2,390,696
Income. Interest from US Government securities2011-01-31$72,816
Income. Interest from corporate debt instruments2011-01-31$88,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$54,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$54,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$1,600
Asset value of US Government securities at end of year2011-01-31$0
Asset value of US Government securities at beginning of year2011-01-31$2,251,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$-26,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Income. Dividends from common stock2011-01-31$172,893
Asset. Corporate debt instrument debt (other) at end of year2011-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-01-31$1,855,526
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$8,831,314
Did the plan have assets held for investment2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$12,104,704
Aggregate carrying amount (costs) on sale of assets2011-01-31$11,113,739

Form 5500 Responses for SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

2018: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2018 form 5500 responses
2018-12-31Type of plan entitySingle employer plan
2018-12-31Submission has been amendedNo
2018-12-31This submission is the final filingYes
2018-12-31This return/report is a short plan year return/report (less than 12 months)Yes
2018-12-31Plan is a collectively bargained planNo
2018-12-31Plan funding arrangement – TrustYes
2018-12-31Plan benefit arrangement - TrustYes
2017: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2017 form 5500 responses
2017-12-31Type of plan entitySingle employer plan
2017-12-31Submission has been amendedNo
2017-12-31This submission is the final filingNo
2017-12-31This return/report is a short plan year return/report (less than 12 months)No
2017-12-31Plan is a collectively bargained planNo
2017-12-31Plan funding arrangement – TrustYes
2017-12-31Plan benefit arrangement - TrustYes
2016: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Submission has been amendedNo
2016-12-31This submission is the final filingNo
2016-12-31This return/report is a short plan year return/report (less than 12 months)No
2016-12-31Plan is a collectively bargained planNo
2016-12-31Plan funding arrangement – TrustYes
2016-12-31Plan benefit arrangement - TrustYes
2015: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Submission has been amendedNo
2015-12-31This submission is the final filingNo
2015-12-31This return/report is a short plan year return/report (less than 12 months)No
2015-12-31Plan is a collectively bargained planNo
2015-12-31Plan funding arrangement – TrustYes
2015-12-31Plan benefit arrangement - TrustYes
2009: SHERWIN ALUMINA COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES 2009 form 5500 responses
2009-03-09Type of plan entityDFE (Diect Filing Entity)
2009-03-09First time form 5500 has been submittedYes
2009-03-09Submission has been amendedNo
2009-03-09This submission is the final filingNo
2009-03-09This return/report is a short plan year return/report (less than 12 months)Yes
2009-03-09Plan is a collectively bargained planNo

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1