COLUMBUS MCKINNON CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P
401k plan membership statisitcs for COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P
Measure | Date | Value |
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2023: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2023 401k membership |
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Market value of plan assets | 2023-03-31 | 147,699,968 |
Acturial value of plan assets | 2023-03-31 | 147,699,968 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 86,506,564 |
Number of terminated vested participants | 2023-03-31 | 426 |
Fundng target for terminated vested participants | 2023-03-31 | 19,329,658 |
Active participant vested funding target | 2023-03-31 | 15,555,321 |
Number of active participants | 2023-03-31 | 259 |
Total funding liabilities for active participants | 2023-03-31 | 16,119,464 |
Total participant count | 2023-03-31 | 1,812 |
Total funding target for all participants | 2023-03-31 | 121,955,686 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 11,256,028 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 11,256,028 |
Present value of excess contributions | 2023-03-31 | 1,251,088 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 1,320,398 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 11,534,052 |
Total employer contributions | 2023-03-31 | 1,125,000 |
Total employee contributions | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 1,070,476 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 400,000 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 1,070,476 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 1,804 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 229 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 932 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 386 |
Total of all active and inactive participants | 2022-04-01 | 1,547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 208 |
Total participants | 2022-04-01 | 1,755 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 151,455,701 |
Acturial value of plan assets | 2022-03-31 | 151,455,701 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 84,575,783 |
Number of terminated vested participants | 2022-03-31 | 450 |
Fundng target for terminated vested participants | 2022-03-31 | 19,409,959 |
Active participant vested funding target | 2022-03-31 | 17,397,831 |
Number of active participants | 2022-03-31 | 292 |
Total funding liabilities for active participants | 2022-03-31 | 18,056,976 |
Total participant count | 2022-03-31 | 1,854 |
Total funding target for all participants | 2022-03-31 | 122,042,718 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 9,051,892 |
Amount remaining of prefunding balance | 2022-03-31 | 9,051,892 |
Present value of excess contributions | 2022-03-31 | 31,233 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 32,901 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 11,256,028 |
Total employer contributions | 2022-03-31 | 1,335,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 1,251,088 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 500,000 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 1,251,088 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 1,843 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 259 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 943 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 404 |
Total of all active and inactive participants | 2021-04-01 | 1,606 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 198 |
Total participants | 2021-04-01 | 1,804 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
Market value of plan assets | 2021-03-31 | 129,386,294 |
Acturial value of plan assets | 2021-03-31 | 129,386,294 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 85,242,809 |
Number of terminated vested participants | 2021-03-31 | 425 |
Fundng target for terminated vested participants | 2021-03-31 | 19,652,825 |
Active participant vested funding target | 2021-03-31 | 21,259,356 |
Number of active participants | 2021-03-31 | 357 |
Total funding liabilities for active participants | 2021-03-31 | 22,099,572 |
Total participant count | 2021-03-31 | 1,895 |
Total funding target for all participants | 2021-03-31 | 126,995,206 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 8,925,155 |
Amount remaining of prefunding balance | 2021-03-31 | 8,925,155 |
Present value of excess contributions | 2021-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 9,051,892 |
Total employer contributions | 2021-03-31 | 1,290,000 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 1,206,233 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 1,175,000 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 0 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 1,175,000 |
Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Additional cash requirement | 2021-03-31 | 1,175,000 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 1,206,233 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 1,884 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 292 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 936 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 428 |
Total of all active and inactive participants | 2020-04-01 | 1,656 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 187 |
Total participants | 2020-04-01 | 1,843 |
Market value of plan assets | 2020-03-31 | 136,858,091 |
Acturial value of plan assets | 2020-03-31 | 136,858,091 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 82,202,380 |
Number of terminated vested participants | 2020-03-31 | 434 |
Fundng target for terminated vested participants | 2020-03-31 | 19,383,286 |
Active participant vested funding target | 2020-03-31 | 23,441,673 |
Number of active participants | 2020-03-31 | 395 |
Total funding liabilities for active participants | 2020-03-31 | 24,450,050 |
Total participant count | 2020-03-31 | 1,939 |
Total funding target for all participants | 2020-03-31 | 126,035,716 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 8,607,537 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 8,607,537 |
Present value of excess contributions | 2020-03-31 | 5,480,079 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 5,790,251 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 8,925,155 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 925,000 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 0 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Additional cash requirement | 2020-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 1,925 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 357 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 935 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 404 |
Total of all active and inactive participants | 2019-04-01 | 1,696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 188 |
Total participants | 2019-04-01 | 1,884 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
Market value of plan assets | 2019-03-31 | 135,657,374 |
Acturial value of plan assets | 2019-03-31 | 135,657,374 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 73,571,638 |
Number of terminated vested participants | 2019-03-31 | 419 |
Fundng target for terminated vested participants | 2019-03-31 | 17,515,402 |
Active participant vested funding target | 2019-03-31 | 30,147,492 |
Number of active participants | 2019-03-31 | 494 |
Total funding liabilities for active participants | 2019-03-31 | 31,224,162 |
Total participant count | 2019-03-31 | 1,995 |
Total funding target for all participants | 2019-03-31 | 122,311,202 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 7,842,051 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 136,109 |
Amount remaining of prefunding balance | 2019-03-31 | 7,705,942 |
Present value of excess contributions | 2019-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 8,607,537 |
Total employer contributions | 2019-03-31 | 5,800,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 5,480,079 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 1,200,000 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 5,480,079 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 1,986 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 397 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 936 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 410 |
Total of all active and inactive participants | 2018-04-01 | 1,743 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 182 |
Total participants | 2018-04-01 | 1,925 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 4 |
Market value of plan assets | 2018-03-31 | 135,847,390 |
Acturial value of plan assets | 2018-03-31 | 135,847,390 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 67,968,050 |
Number of terminated vested participants | 2018-03-31 | 562 |
Fundng target for terminated vested participants | 2018-03-31 | 21,532,360 |
Active participant vested funding target | 2018-03-31 | 34,741,606 |
Number of active participants | 2018-03-31 | 551 |
Total funding liabilities for active participants | 2018-03-31 | 36,100,582 |
Total participant count | 2018-03-31 | 2,176 |
Total funding target for all participants | 2018-03-31 | 125,600,992 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 7,495,841 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 474,576 |
Amount remaining of prefunding balance | 2018-03-31 | 7,021,265 |
Present value of excess contributions | 2018-03-31 | 595 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 665 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 7,842,051 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 2,540,456 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 136,109 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 136,109 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
2017: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 2,166 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 494 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 916 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 391 |
Total of all active and inactive participants | 2017-04-01 | 1,801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 185 |
Total participants | 2017-04-01 | 1,986 |
Market value of plan assets | 2017-03-31 | 134,195,212 |
Acturial value of plan assets | 2017-03-31 | 134,195,212 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 66,414,523 |
Number of terminated vested participants | 2017-03-31 | 950 |
Fundng target for terminated vested participants | 2017-03-31 | 25,295,129 |
Active participant vested funding target | 2017-03-31 | 33,549,304 |
Number of active participants | 2017-03-31 | 608 |
Total funding liabilities for active participants | 2017-03-31 | 34,984,936 |
Total participant count | 2017-03-31 | 2,602 |
Total funding target for all participants | 2017-03-31 | 126,694,588 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 14,521,316 |
Amount remaining of prefunding balance | 2017-03-31 | 14,521,316 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 6,600,000 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 7,495,841 |
Total employer contributions | 2017-03-31 | 2,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 1,808,481 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 2,287,245 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 2,282,462 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 474,576 |
Additional cash requirement | 2017-03-31 | 1,807,886 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 1,808,481 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
2016: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 2,596 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 551 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 897 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 533 |
Total of all active and inactive participants | 2016-04-01 | 1,981 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 185 |
Total participants | 2016-04-01 | 2,166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 2,604 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 608 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 888 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 924 |
Total of all active and inactive participants | 2015-04-01 | 2,420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 176 |
Total participants | 2015-04-01 | 2,596 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 1 |
2014: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 2,634 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 691 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 861 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 909 |
Total of all active and inactive participants | 2014-04-01 | 2,461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 143 |
Total participants | 2014-04-01 | 2,604 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 8 |
2013: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 2,687 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 741 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 846 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 910 |
Total of all active and inactive participants | 2013-04-01 | 2,497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 137 |
Total participants | 2013-04-01 | 2,634 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 29 |
2012: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 2,746 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 835 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 829 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 891 |
Total of all active and inactive participants | 2012-04-01 | 2,555 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 132 |
Total participants | 2012-04-01 | 2,687 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 41 |
2011: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 2,616 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 962 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 785 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 885 |
Total of all active and inactive participants | 2011-04-01 | 2,632 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 114 |
Total participants | 2011-04-01 | 2,746 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 30 |
2010: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 2,586 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 892 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 742 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 874 |
Total of all active and inactive participants | 2010-04-01 | 2,508 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 108 |
Total participants | 2010-04-01 | 2,616 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 36 |
2009: COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 2,593 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 960 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 704 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 823 |
Total of all active and inactive participants | 2009-04-01 | 2,487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 99 |
Total participants | 2009-04-01 | 2,586 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 56 |
Measure | Date | Value |
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2023 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-03-31 | $-10,611,000 |
Total of all expenses incurred | 2023-03-31 | $9,383,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $8,798,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $1,125,000 |
Value of total assets at end of year | 2023-03-31 | $127,723,041 |
Value of total assets at beginning of year | 2023-03-31 | $147,717,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $584,173 |
Total interest from all sources | 2023-03-31 | $60,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-03-31 | $223,916 |
Administrative expenses (other) incurred | 2023-03-31 | $584,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-19,994,028 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $127,723,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $147,717,069 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Interest earned on other investments | 2023-03-31 | $60,678 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $125,042,004 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $143,657,930 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $1,931,037 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,774,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $1,774,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-03-31 | $1,159,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-11,796,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $1,125,000 |
Employer contributions (assets) at end of year | 2023-03-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $1,125,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $8,574,939 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-03-31 | No |
Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2023-03-31 | 161131146 |
2022 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-03-31 | $5,199,979 |
Total of all expenses incurred | 2022-03-31 | $8,957,966 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $8,198,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $1,335,000 |
Value of total assets at end of year | 2022-03-31 | $147,717,069 |
Value of total assets at beginning of year | 2022-03-31 | $151,475,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $759,050 |
Total interest from all sources | 2022-03-31 | $31,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Administrative expenses (other) incurred | 2022-03-31 | $759,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-3,757,987 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $147,717,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $151,475,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Interest earned on other investments | 2022-03-31 | $31,202 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $143,657,930 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $147,224,153 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,774,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $1,791,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $1,791,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-03-31 | $1,159,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-03-31 | $1,168,947 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $3,833,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $1,335,000 |
Employer contributions (assets) at end of year | 2022-03-31 | $1,125,000 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $1,290,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $8,198,916 |
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 | 2022-03-31 | No |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2022-03-31 | 161131146 |
2021 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-03-31 | $31,903,322 |
Total of all expenses incurred | 2021-03-31 | $9,814,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $8,407,211 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $1,290,000 |
Value of total assets at end of year | 2021-03-31 | $151,475,056 |
Value of total assets at beginning of year | 2021-03-31 | $129,386,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $1,407,349 |
Total interest from all sources | 2021-03-31 | $17,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Administrative expenses (other) incurred | 2021-03-31 | $1,407,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $22,088,762 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $151,475,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $129,386,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $126,083,128 |
Interest earned on other investments | 2021-03-31 | $17,296 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $147,224,153 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $1,791,956 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $2,110,169 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $2,110,169 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-03-31 | $1,168,947 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-03-31 | $1,192,997 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $30,596,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $1,290,000 |
Employer contributions (assets) at end of year | 2021-03-31 | $1,290,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $8,407,211 |
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 | 2021-03-31 | No |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2021-03-31 | 161131146 |
2020 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-03-31 | $2,023,543 |
Total of all expenses incurred | 2020-03-31 | $9,505,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $8,542,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $0 |
Value of total assets at end of year | 2020-03-31 | $129,386,294 |
Value of total assets at beginning of year | 2020-03-31 | $136,867,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $962,286 |
Total interest from all sources | 2020-03-31 | $62,440 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Administrative expenses (other) incurred | 2020-03-31 | $962,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-7,481,546 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $129,386,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $136,867,840 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $126,083,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $127,490,218 |
Interest earned on other investments | 2020-03-31 | $62,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $2,110,169 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $2,373,632 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $2,373,632 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-03-31 | $1,192,997 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-03-31 | $1,203,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $1,961,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $0 |
Employer contributions (assets) at end of year | 2020-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $5,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $8,542,803 |
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 | 2020-03-31 | No |
Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2020-03-31 | 161131146 |
2019 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-03-31 | $11,129,153 |
Total of all expenses incurred | 2019-03-31 | $9,918,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $8,788,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $5,800,000 |
Value of total assets at end of year | 2019-03-31 | $136,867,840 |
Value of total assets at beginning of year | 2019-03-31 | $135,657,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $1,130,356 |
Total interest from all sources | 2019-03-31 | $76,272 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Administrative expenses (other) incurred | 2019-03-31 | $1,130,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $1,210,466 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $136,867,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $135,657,374 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $127,490,218 |
Interest earned on other investments | 2019-03-31 | $76,272 |
Value of interest in master investment trust accounts at beginning of year | 2019-03-31 | $130,644,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $2,373,632 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-03-31 | $1,203,990 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-03-31 | $5,012,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $5,252,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $5,800,000 |
Employer contributions (assets) at end of year | 2019-03-31 | $5,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $8,788,331 |
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 | 2019-03-31 | No |
Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2019-03-31 | 161131146 |
2018 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-03-31 | $14,966,073 |
Total of all expenses incurred | 2018-03-31 | $15,237,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $13,875,736 |
Value of total assets at end of year | 2018-03-31 | $135,657,374 |
Value of total assets at beginning of year | 2018-03-31 | $135,928,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $1,361,555 |
Total interest from all sources | 2018-03-31 | $279,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Administrative expenses (other) incurred | 2018-03-31 | $1,361,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $-271,218 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $135,657,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $135,928,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Interest earned on other investments | 2018-03-31 | $279,901 |
Value of interest in master investment trust accounts at end of year | 2018-03-31 | $130,644,623 |
Value of interest in master investment trust accounts at beginning of year | 2018-03-31 | $128,968,685 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-03-31 | $5,012,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-03-31 | $4,959,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Employer contributions (assets) at beginning of year | 2018-03-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $13,875,736 |
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 | 2018-03-31 | No |
Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2018-03-31 | 161131146 |
2017 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-03-31 | $16,802,211 |
Total of all expenses incurred | 2017-03-31 | $15,068,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $13,689,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $2,000,000 |
Value of total assets at end of year | 2017-03-31 | $135,928,592 |
Value of total assets at beginning of year | 2017-03-31 | $134,195,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $1,378,926 |
Total interest from all sources | 2017-03-31 | $3,988,536 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Administrative expenses (other) incurred | 2017-03-31 | $1,378,926 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $1,733,379 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $135,928,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $134,195,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Interest earned on other investments | 2017-03-31 | $3,988,536 |
Value of interest in master investment trust accounts at end of year | 2017-03-31 | $128,968,685 |
Value of interest in master investment trust accounts at beginning of year | 2017-03-31 | $129,290,831 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-03-31 | $4,959,907 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-03-31 | $4,904,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2017-03-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $13,689,906 |
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 | 2017-03-31 | No |
Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | BONADIO & CO. LLP |
Accountancy firm EIN | 2017-03-31 | 161131146 |
2016 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-03-31 | $-4,149,008 |
Total of all expenses incurred | 2016-03-31 | $6,888,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $6,408,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $0 |
Value of total assets at end of year | 2016-03-31 | $134,195,213 |
Value of total assets at beginning of year | 2016-03-31 | $145,232,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $479,945 |
Total interest from all sources | 2016-03-31 | $4,962,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Administrative expenses (other) incurred | 2016-03-31 | $479,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-11,037,727 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $134,195,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $145,232,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Interest earned on other investments | 2016-03-31 | $4,962,537 |
Value of interest in master investment trust accounts at end of year | 2016-03-31 | $129,290,831 |
Value of interest in master investment trust accounts at beginning of year | 2016-03-31 | $135,418,930 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-03-31 | $4,904,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-03-31 | $4,814,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $0 |
Employer contributions (assets) at end of year | 2016-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $6,408,774 |
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 | 2016-03-31 | No |
Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | BONADIO & CO. LLP |
Accountancy firm EIN | 2016-03-31 | 161131146 |
2015 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-03-31 | $16,460,361 |
Total of all expenses incurred | 2015-03-31 | $6,718,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $6,217,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $5,000,000 |
Value of total assets at end of year | 2015-03-31 | $145,232,940 |
Value of total assets at beginning of year | 2015-03-31 | $135,491,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $500,936 |
Total interest from all sources | 2015-03-31 | $4,131,805 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Administrative expenses (other) incurred | 2015-03-31 | $500,936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $9,741,767 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $145,232,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $135,491,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Interest earned on other investments | 2015-03-31 | $4,131,805 |
Value of interest in master investment trust accounts at end of year | 2015-03-31 | $135,418,930 |
Value of interest in master investment trust accounts at beginning of year | 2015-03-31 | $126,390,610 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-03-31 | $4,814,010 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-03-31 | $4,728,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2015-03-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $4,371,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $6,217,658 |
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 | 2015-03-31 | No |
Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | BONADIO & CO. LLP |
Accountancy firm EIN | 2015-03-31 | 161131146 |
2014 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-03-31 | $19,740,337 |
Total of all expenses incurred | 2014-03-31 | $6,639,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $6,210,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $4,371,700 |
Value of total assets at end of year | 2014-03-31 | $135,491,173 |
Value of total assets at beginning of year | 2014-03-31 | $122,390,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $429,549 |
Total interest from all sources | 2014-03-31 | $2,705,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Administrative expenses (other) incurred | 2014-03-31 | $429,549 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $13,100,373 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $135,491,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $122,390,800 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Interest earned on other investments | 2014-03-31 | $2,705,984 |
Value of interest in master investment trust accounts at end of year | 2014-03-31 | $126,390,610 |
Value of interest in master investment trust accounts at beginning of year | 2014-03-31 | $110,823,612 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-03-31 | $4,728,863 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-03-31 | $4,692,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $4,371,700 |
Employer contributions (assets) at end of year | 2014-03-31 | $4,371,700 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $6,874,540 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $6,210,415 |
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 | 2014-03-31 | No |
Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-03-31 | 161131146 |
2013 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-03-31 | $19,195,465 |
Total of all expenses incurred | 2013-03-31 | $6,228,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $5,806,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $6,874,540 |
Value of total assets at end of year | 2013-03-31 | $122,390,800 |
Value of total assets at beginning of year | 2013-03-31 | $109,423,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $422,048 |
Total interest from all sources | 2013-03-31 | $3,251,200 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Administrative expenses (other) incurred | 2013-03-31 | $422,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $12,966,960 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $122,390,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $109,423,840 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Interest earned on other investments | 2013-03-31 | $3,251,200 |
Value of interest in master investment trust accounts at end of year | 2013-03-31 | $110,823,612 |
Value of interest in master investment trust accounts at beginning of year | 2013-03-31 | $97,930,944 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-03-31 | $4,692,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-03-31 | $4,593,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $6,874,540 |
Employer contributions (assets) at end of year | 2013-03-31 | $6,874,540 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $6,899,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $5,806,457 |
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 | 2013-03-31 | No |
Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-03-31 | 161131146 |
2012 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-03-31 | $15,161,379 |
Total of all expenses incurred | 2012-03-31 | $5,872,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $5,505,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $9,059,000 |
Value of total assets at end of year | 2012-03-31 | $109,423,840 |
Value of total assets at beginning of year | 2012-03-31 | $100,135,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $367,026 |
Total interest from all sources | 2012-03-31 | $3,418,356 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Administrative expenses (other) incurred | 2012-03-31 | $367,026 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $9,288,562 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $109,423,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $100,135,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Interest earned on other investments | 2012-03-31 | $3,418,356 |
Value of interest in master investment trust accounts at end of year | 2012-03-31 | $97,930,944 |
Value of interest in master investment trust accounts at beginning of year | 2012-03-31 | $94,580,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-03-31 | $4,593,896 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-31 | $4,474,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $9,059,000 |
Employer contributions (assets) at end of year | 2012-03-31 | $6,899,000 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $1,079,885 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $5,505,791 |
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 | 2012-03-31 | No |
Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2012-03-31 | 161131146 |
2011 : COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $8,147,229 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $8,147,229 |
Total income from all sources (including contributions) | 2011-03-31 | $14,271,306 |
Total of all expenses incurred | 2011-03-31 | $6,132,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $5,737,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $3,029,885 |
Value of total assets at end of year | 2011-03-31 | $100,135,278 |
Value of total assets at beginning of year | 2011-03-31 | $91,996,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $395,327 |
Total interest from all sources | 2011-03-31 | $3,094,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | 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 | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $8,138,861 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $100,135,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $91,996,417 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Interest earned on other investments | 2011-03-31 | $3,094,192 |
Value of interest in master investment trust accounts at end of year | 2011-03-31 | $94,580,496 |
Value of interest in master investment trust accounts at beginning of year | 2011-03-31 | $86,048,445 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-03-31 | $4,474,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-03-31 | $4,360,572 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $3,029,885 |
Employer contributions (assets) at end of year | 2011-03-31 | $1,079,885 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $1,587,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $5,737,118 |
Contract administrator fees | 2011-03-31 | $395,327 |
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 | 2011-03-31 | No |
Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2011-03-31 | 161131146 |