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KENDRION (SHELBY), INC. SAVINGS PROGRAM 401k Plan overview

Plan NameKENDRION (SHELBY), INC. SAVINGS PROGRAM
Plan identification number 001

KENDRION (SHELBY), INC. SAVINGS PROGRAM 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KENDRION (SHELBY) INC. has sponsored the creation of one or more 401k plans.

Company Name:KENDRION (SHELBY) INC.
Employer identification number (EIN):208284552
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENDRION (SHELBY), INC. SAVINGS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAULA VINCENT PAULA VINCENT2018-12-13
0012017-01-01
0012016-01-01PAULA VINCENT
0012015-01-01PAULA VINCENT
0012014-01-01STEPHANIE OLIVER
0012013-01-01STEPHANIE OLIVER
0012012-01-01STEPHANIE OLIVER
0012011-01-01STEPHANIE OLIVER
0012010-01-01STEPHANIE OLIVER
0012009-01-01STEPHANIE OLIVER

Plan Statistics for KENDRION (SHELBY), INC. SAVINGS PROGRAM

401k plan membership statisitcs for KENDRION (SHELBY), INC. SAVINGS PROGRAM

Measure Date Value
2023: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2023 401k membership
Total participants, beginning-of-year2023-01-01220
Total number of active participants reported on line 7a of the Form 55002023-01-01138
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01188
Number of participants with account balances2023-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-01194
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01215
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01194
Number of participants with account balances2021-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01218
Number of participants with account balances2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01290
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01243
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01290
Number of participants with account balances2017-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01244
Number of participants with account balances2016-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-01235
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01263
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01225
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01259
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01233
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01263
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01206
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KENDRION (SHELBY), INC. SAVINGS PROGRAM

Measure Date Value
2023 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,270,148
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$927,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$909,725
Expenses. Certain deemed distributions of participant loans2023-12-31$544
Value of total corrective distributions2023-12-31$1,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$508,302
Value of total assets at end of year2023-12-31$5,220,689
Value of total assets at beginning of year2023-12-31$4,878,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,941
Total interest from all sources2023-12-31$10,373
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$193,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$193,586
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$488,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$336,859
Participant contributions at end of year2023-12-31$154,113
Participant contributions at beginning of year2023-12-31$177,660
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,557
Other income not declared elsewhere2023-12-31$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$342,364
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,220,689
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,878,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,245,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,873,671
Interest on participant loans2023-12-31$10,373
Value of interest in common/collective trusts at end of year2023-12-31$820,661
Value of interest in common/collective trusts at beginning of year2023-12-31$826,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$534,980
Net investment gain or loss from common/collective trusts2023-12-31$22,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$161,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$909,725
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SMITH STEVENS & FORD
Accountancy firm EIN2023-12-31561588934
2022 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-444,102
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,526,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,496,423
Expenses. Certain deemed distributions of participant loans2022-12-31$635
Value of total corrective distributions2022-12-31$11,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$557,356
Value of total assets at end of year2022-12-31$4,878,325
Value of total assets at beginning of year2022-12-31$6,849,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,157
Total interest from all sources2022-12-31$8,349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$259,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$259,765
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$349,201
Participant contributions at end of year2022-12-31$177,660
Participant contributions at beginning of year2022-12-31$175,779
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,079
Other income not declared elsewhere2022-12-31$98
Administrative expenses (other) incurred2022-12-31$18,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,970,950
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,878,325
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,849,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,873,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,957,662
Interest on participant loans2022-12-31$8,349
Value of interest in common/collective trusts at end of year2022-12-31$826,994
Value of interest in common/collective trusts at beginning of year2022-12-31$715,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,294,627
Net investment gain or loss from common/collective trusts2022-12-31$24,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$160,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,496,423
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH STEVENS & FORD
Accountancy firm EIN2022-12-31561588934
2021 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,623,376
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$711,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$690,384
Expenses. Certain deemed distributions of participant loans2021-12-31$4,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$714,606
Value of total assets at end of year2021-12-31$6,849,275
Value of total assets at beginning of year2021-12-31$5,937,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,633
Total interest from all sources2021-12-31$9,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$421,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$421,709
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$375,298
Participant contributions at end of year2021-12-31$175,779
Participant contributions at beginning of year2021-12-31$169,009
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$171,016
Other income not declared elsewhere2021-12-31$94
Administrative expenses (other) incurred2021-12-31$16,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$911,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,849,275
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,937,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,957,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,990,906
Interest on participant loans2021-12-31$9,482
Value of interest in common/collective trusts at end of year2021-12-31$715,834
Value of interest in common/collective trusts at beginning of year2021-12-31$777,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$462,715
Net investment gain or loss from common/collective trusts2021-12-31$14,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$168,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$690,384
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH STEVENS & FORD
Accountancy firm EIN2021-12-31561588934
2020 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,496,810
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$390,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$371,899
Expenses. Certain deemed distributions of participant loans2020-12-31$400
Value of total corrective distributions2020-12-31$2,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$751,244
Value of total assets at end of year2020-12-31$5,937,573
Value of total assets at beginning of year2020-12-31$4,831,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,651
Total interest from all sources2020-12-31$7,201
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$198,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$198,656
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$484,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$342,566
Participant contributions at end of year2020-12-31$169,009
Participant contributions at beginning of year2020-12-31$184,423
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$264,461
Other income not declared elsewhere2020-12-31$72
Administrative expenses (other) incurred2020-12-31$15,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,105,998
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,937,573
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,831,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,990,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,961,390
Interest on participant loans2020-12-31$7,201
Value of interest in common/collective trusts at end of year2020-12-31$777,658
Value of interest in common/collective trusts at beginning of year2020-12-31$685,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$514,551
Net investment gain or loss from common/collective trusts2020-12-31$25,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$144,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$371,899
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2020-12-31561588934
2019 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,443,103
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$973,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$936,831
Expenses. Certain deemed distributions of participant loans2019-12-31$383
Value of total corrective distributions2019-12-31$14,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$563,958
Value of total assets at end of year2019-12-31$4,831,575
Value of total assets at beginning of year2019-12-31$4,361,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,464
Total interest from all sources2019-12-31$7,983
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$181,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$181,992
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$437,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$400,913
Participant contributions at end of year2019-12-31$184,423
Participant contributions at beginning of year2019-12-31$130,671
Other income not declared elsewhere2019-12-31$85
Administrative expenses (other) incurred2019-12-31$21,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$469,992
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,831,575
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,361,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,961,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,451,573
Interest on participant loans2019-12-31$7,983
Value of interest in common/collective trusts at end of year2019-12-31$685,762
Value of interest in common/collective trusts at beginning of year2019-12-31$779,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$666,808
Net investment gain or loss from common/collective trusts2019-12-31$22,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$163,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$936,831
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2019-12-31561588934
2018 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$511,023
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$465,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$448,694
Expenses. Certain deemed distributions of participant loans2018-12-31$3,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$726,695
Value of total assets at end of year2018-12-31$4,361,583
Value of total assets at beginning of year2018-12-31$4,316,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,058
Total interest from all sources2018-12-31$8,634
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,694
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$234,694
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$432,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$420,486
Participant contributions at end of year2018-12-31$130,671
Participant contributions at beginning of year2018-12-31$188,103
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,181
Other income not declared elsewhere2018-12-31$58
Administrative expenses (other) incurred2018-12-31$14,058
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$45,088
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,361,583
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,316,495
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$3,451,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,291,434
Interest on participant loans2018-12-31$8,634
Value of interest in common/collective trusts at end of year2018-12-31$779,339
Value of interest in common/collective trusts at beginning of year2018-12-31$836,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-481,373
Net investment gain or loss from common/collective trusts2018-12-31$22,315
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$196,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$448,694
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 PBGC2018-12-31No
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 name2018-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2018-12-31561588934
2017 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,128,963
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$464,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$445,217
Expenses. Certain deemed distributions of participant loans2017-12-31$3,542
Value of total corrective distributions2017-12-31$105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$572,315
Value of total assets at end of year2017-12-31$4,316,495
Value of total assets at beginning of year2017-12-31$3,652,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,813
Total interest from all sources2017-12-31$5,732
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$366,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$390,046
Participant contributions at end of year2017-12-31$188,103
Participant contributions at beginning of year2017-12-31$153,840
Administrative expenses (other) incurred2017-12-31$15,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$664,286
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,316,495
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,652,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,291,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,579,835
Interest on participant loans2017-12-31$5,732
Value of interest in common/collective trusts at end of year2017-12-31$836,958
Value of interest in common/collective trusts at beginning of year2017-12-31$918,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$404,224
Net investment gain or loss from common/collective trusts2017-12-31$22,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$182,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$445,217
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2017-12-31561588934
2016 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$785,413
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$303,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$268,415
Expenses. Certain deemed distributions of participant loans2016-12-31$13,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$537,374
Value of total assets at end of year2016-12-31$3,652,209
Value of total assets at beginning of year2016-12-31$3,169,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,007
Total interest from all sources2016-12-31$6,760
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$89,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,928
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$317,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$355,266
Participant contributions at end of year2016-12-31$153,840
Participant contributions at beginning of year2016-12-31$158,853
Other income not declared elsewhere2016-12-31$4,999
Administrative expenses (other) incurred2016-12-31$21,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$482,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,652,209
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,169,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,579,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,154,451
Interest on participant loans2016-12-31$6,760
Value of interest in common/collective trusts at end of year2016-12-31$918,534
Value of interest in common/collective trusts at beginning of year2016-12-31$856,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$117,078
Net investment gain or loss from common/collective trusts2016-12-31$29,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$182,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$268,415
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2016-12-31561588934
2015 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$550,170
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$292,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$290,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$612,491
Value of total assets at end of year2015-12-31$3,169,975
Value of total assets at beginning of year2015-12-31$2,912,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,900
Total interest from all sources2015-12-31$1,471
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$81,488
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$292,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$308,883
Participant contributions at end of year2015-12-31$158,853
Participant contributions at beginning of year2015-12-31$139,471
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,460
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$13
Other income not declared elsewhere2015-12-31$15
Administrative expenses (other) incurred2015-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$257,450
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,169,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,912,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,154,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,912,501
Interest on participant loans2015-12-31$1,471
Value of interest in common/collective trusts at end of year2015-12-31$856,671
Value of interest in common/collective trusts at beginning of year2015-12-31$860,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,704
Net investment gain or loss from common/collective trusts2015-12-31$-4,376
Net gain/loss from 103.12 investment entities2015-12-31$-92,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$131,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$290,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH, STEVENS & FORD
Accountancy firm EIN2015-12-31561588934
2014 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$605,612
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$338,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$326,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$458,748
Value of total assets at end of year2014-12-31$2,912,525
Value of total assets at beginning of year2014-12-31$2,645,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,187
Total interest from all sources2014-12-31$5,965
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$87,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$87,687
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$322,303
Participant contributions at end of year2014-12-31$139,471
Participant contributions at beginning of year2014-12-31$130,973
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$267,025
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,912,525
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,645,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,912,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,699,425
Interest on participant loans2014-12-31$5,965
Value of interest in common/collective trusts at end of year2014-12-31$860,553
Value of interest in common/collective trusts at beginning of year2014-12-31$813,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,807
Net investment gain or loss from common/collective trusts2014-12-31$14,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$136,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$326,400
Contract administrator fees2014-12-31$9,347
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH, STEVENS & FORD, PA
Accountancy firm EIN2014-12-31561588934
2013 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$869,489
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$126,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$111,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$523,135
Value of total assets at end of year2013-12-31$2,645,500
Value of total assets at beginning of year2013-12-31$1,902,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,290
Total interest from all sources2013-12-31$4,455
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$49,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$49,882
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$301,631
Participant contributions at end of year2013-12-31$130,973
Participant contributions at beginning of year2013-12-31$88,227
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$99,312
Total non interest bearing cash at end of year2013-12-31$1,773
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$742,637
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,645,500
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,902,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$758
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,699,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,103,101
Interest on participant loans2013-12-31$4,455
Value of interest in common/collective trusts at end of year2013-12-31$813,329
Value of interest in common/collective trusts at beginning of year2013-12-31$711,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$277,713
Net investment gain or loss from common/collective trusts2013-12-31$14,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$111,562
Contract administrator fees2013-12-31$14,532
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH, STEVENS & FORD, PA
Accountancy firm EIN2013-12-31561588934
2012 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$529,035
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$91,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$83,822
Value of total corrective distributions2012-12-31$985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$376,838
Value of total assets at end of year2012-12-31$1,902,863
Value of total assets at beginning of year2012-12-31$1,464,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,216
Total interest from all sources2012-12-31$3,659
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,257
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,767
Participant contributions at end of year2012-12-31$88,227
Participant contributions at beginning of year2012-12-31$96,315
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$438,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,902,863
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,464,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$485
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,103,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$752,491
Interest on participant loans2012-12-31$3,659
Value of interest in common/collective trusts at end of year2012-12-31$711,535
Value of interest in common/collective trusts at beginning of year2012-12-31$616,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$110,519
Net investment gain or loss from common/collective trusts2012-12-31$16,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$112,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$83,822
Contract administrator fees2012-12-31$5,731
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH, STEVENS & FORD, PA
Accountancy firm EIN2012-12-31561588934
2011 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$327,259
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$328,289
Value of total assets at end of year2011-12-31$1,464,851
Value of total assets at beginning of year2011-12-31$1,149,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,029
Total interest from all sources2011-12-31$3,937
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$10,749
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$226,734
Participant contributions at end of year2011-12-31$96,315
Participant contributions at beginning of year2011-12-31$72,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$315,518
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,464,851
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,149,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$316
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$752,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$580,929
Interest on participant loans2011-12-31$3,937
Value of interest in common/collective trusts at end of year2011-12-31$616,045
Value of interest in common/collective trusts at beginning of year2011-12-31$495,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-32,140
Net investment gain or loss from common/collective trusts2011-12-31$16,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$101,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,712
Contract administrator fees2011-12-31$3,713
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH, STEVENS & FORD, PA
Accountancy firm EIN2011-12-31561588934
2010 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$302,924
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,242
Value of total corrective distributions2010-12-31$1,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$216,983
Value of total assets at end of year2010-12-31$1,149,333
Value of total assets at beginning of year2010-12-31$859,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,457
Total interest from all sources2010-12-31$2,563
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,573
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$162,901
Participant contributions at end of year2010-12-31$72,496
Participant contributions at beginning of year2010-12-31$36,384
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$289,993
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,149,333
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$859,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$229
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$580,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$376,409
Interest on participant loans2010-12-31$2,563
Value of interest in common/collective trusts at end of year2010-12-31$495,908
Value of interest in common/collective trusts at beginning of year2010-12-31$446,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$58,357
Net investment gain or loss from common/collective trusts2010-12-31$15,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,242
Contract administrator fees2010-12-31$3,228
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, STEVENS & FORD, PA
Accountancy firm EIN2010-12-31561588934
2009 : KENDRION (SHELBY), INC. SAVINGS PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENDRION (SHELBY), INC. SAVINGS PROGRAM

2023: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENDRION (SHELBY), INC. SAVINGS PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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