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CM INVESTMENT PLAN 401k Plan overview

Plan NameCM INVESTMENT PLAN
Plan identification number 023

CM INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBUS MCKINNON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:COLUMBUS MCKINNON CORPORATION
Employer identification number (EIN):160547600
NAIC Classification:333200

Additional information about COLUMBUS MCKINNON CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1929-09-23
Company Identification Number: 26038
Legal Registered Office Address: 80 STATE STREET
Erie
ALBANY
United States of America (USA)
12207

More information about COLUMBUS MCKINNON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CM INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0232020-12-01

Plan Statistics for CM INVESTMENT PLAN

401k plan membership statisitcs for CM INVESTMENT PLAN

Measure Date Value
2020: CM INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-011,163
Total number of active participants reported on line 7a of the Form 55002020-12-010
Total of all active and inactive participants2020-12-010
Total participants2020-12-010

Financial Data on CM INVESTMENT PLAN

Measure Date Value
2021 : CM INVESTMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-06-08$3,849,152
Total transfer of assets from this plan2021-06-08$3,881,662
Total income from all sources (including contributions)2021-06-08$38,099
Total of all expenses incurred2021-06-08$5,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-08$5,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-08$225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-08Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-08$0
Was this plan covered by a fidelity bond2021-06-08Yes
Value of fidelity bond cover2021-06-08$5,000,000
If this is an individual account plan, was there a blackout period2021-06-08No
Were there any nonexempt tranactions with any party-in-interest2021-06-08No
Administrative expenses (other) incurred2021-06-08$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-08No
Value of net income/loss2021-06-08$32,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-08No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-08No
Were any leases to which the plan was party in default or uncollectible2021-06-08No
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-08$38,099
Net investment gain or loss from common/collective trusts2021-06-08$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-08No
Was there a failure to transmit to the plan any participant contributions2021-06-08No
Has the plan failed to provide any benefit when due under the plan2021-06-08No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-08$5,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-08No
Did the plan have assets held for investment2021-06-08No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-08Yes
Opinion of an independent qualified public accountant for this plan2021-06-08Disclaimer
Accountancy firm name2021-06-08BONADIO & CO., LLP
Accountancy firm EIN2021-06-08161131146

Form 5500 Responses for CM INVESTMENT PLAN

2020: CM INVESTMENT PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01First time form 5500 has been submittedYes
2020-12-01This submission is the final filingYes
2020-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes

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