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CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CONTROL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONTROL ASSOCIATES, INC.
Employer identification number (EIN):221629238
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032017-01-01PHILIP ORSI
0032016-01-01PHILIP ORSI
0032015-01-01PHILIP ORSI
0032014-01-01PHILIP ORSI
0032013-01-01PHILIP ORSI
0032012-01-01PHILIP ORSI
0032011-01-01PHILIP ORSI
0032009-01-01PHILIP ORSI

Plan Statistics for CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01126
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0193
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0191
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0189
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0184
Number of participants with account balances2019-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2017: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0177
Total number of active participants reported on line 7a of the Form 55002017-01-0167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0176
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0175
Total number of active participants reported on line 7a of the Form 55002016-01-0168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0170
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0173
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0171
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0168
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0166
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0161
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0161
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0159
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0162
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0159
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0155
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,875,484
Total unrealized appreciation/depreciation of assets2022-12-31$-1,875,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,119,214
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,759,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,625,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$986,369
Value of total assets at end of year2022-12-31$31,141,992
Value of total assets at beginning of year2022-12-31$35,019,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,964
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,570
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$272,870
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$70,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$732,106
Liabilities. Value of operating payables at end of year2022-12-31$873
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,878,512
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,141,119
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,019,631
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
Investment advisory and management fees2022-12-31$133,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$329,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$453,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,610,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,122,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,122,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-573,669
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
Assets. Invements in employer securities at end of year2022-12-31$16,490,855
Assets. Invements in employer securities at beginning of year2022-12-31$15,403,881
Contributions received in cash from employer2022-12-31$986,369
Employer contributions (assets) at end of year2022-12-31$986,369
Employer contributions (assets) at beginning of year2022-12-31$779,920
Income. Dividends from common stock2022-12-31$70,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,625,334
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$200,024
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$200,923
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$11,453,692
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$16,326,843
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 name2022-12-31MICHAEL HALL, LLC
Accountancy firm EIN2022-12-31205491923
2021 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-12-31$7,067,427
Expenses. Total of all expenses incurred2021-12-31$4,878,373
Benefits paid (including direct rollovers)2021-12-31$4,703,186
Total plan assets at end of year2021-12-31$35,019,631
Total plan assets at beginning of year2021-12-31$32,830,577
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$6,287,507
Net income (gross income less expenses)2021-12-31$2,189,054
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,019,631
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$32,830,577
Assets. Value of employer securities2021-12-31$15,403,881
Total contributions received or receivable from employer(s)2021-12-31$779,920
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$175,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,029,229
Expenses. Total of all expenses incurred2020-12-31$2,238,595
Benefits paid (including direct rollovers)2020-12-31$2,238,595
Total plan assets at end of year2020-12-31$32,830,577
Total plan assets at beginning of year2020-12-31$31,039,943
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$3,224,250
Net income (gross income less expenses)2020-12-31$1,790,634
Net plan assets at end of year (total assets less liabilities)2020-12-31$32,830,577
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$31,039,943
Assets. Value of employer securities2020-12-31$13,124,276
Total contributions received or receivable from employer(s)2020-12-31$804,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$7,348,121
Expenses. Total of all expenses incurred2019-12-31$928,983
Benefits paid (including direct rollovers)2019-12-31$928,983
Total plan assets at end of year2019-12-31$31,039,943
Total plan assets at beginning of year2019-12-31$24,620,805
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$6,612,224
Net income (gross income less expenses)2019-12-31$6,419,138
Net plan assets at end of year (total assets less liabilities)2019-12-31$31,039,943
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$24,620,805
Assets. Value of employer securities2019-12-31$12,598,466
Total contributions received or receivable from employer(s)2019-12-31$735,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$669,809
Expenses. Total of all expenses incurred2018-12-31$1,479,389
Benefits paid (including direct rollovers)2018-12-31$1,479,389
Total plan assets at end of year2018-12-31$24,620,805
Total plan assets at beginning of year2018-12-31$25,430,385
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$1,303
Net income (gross income less expenses)2018-12-31$-809,580
Net plan assets at end of year (total assets less liabilities)2018-12-31$24,620,805
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$25,430,385
Assets. Value of employer securities2018-12-31$9,910,218
Total contributions received or receivable from employer(s)2018-12-31$668,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$4,322,045
Expenses. Total of all expenses incurred2017-12-31$9,174
Benefits paid (including direct rollovers)2017-12-31$9,174
Total plan assets at end of year2017-12-31$25,430,385
Total plan assets at beginning of year2017-12-31$21,117,514
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$3,710,694
Net income (gross income less expenses)2017-12-31$4,312,871
Net plan assets at end of year (total assets less liabilities)2017-12-31$25,430,385
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,117,514
Assets. Value of employer securities2017-12-31$9,068,264
Total contributions received or receivable from employer(s)2017-12-31$611,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,249,052
Expenses. Total of all expenses incurred2016-12-31$488,860
Benefits paid (including direct rollovers)2016-12-31$488,860
Total plan assets at end of year2016-12-31$21,117,514
Total plan assets at beginning of year2016-12-31$20,357,322
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$474,877
Net income (gross income less expenses)2016-12-31$760,192
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,117,514
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,357,322
Assets. Value of employer securities2016-12-31$7,849,323
Total contributions received or receivable from employer(s)2016-12-31$774,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,424,878
Expenses. Total of all expenses incurred2015-12-31$146,292
Benefits paid (including direct rollovers)2015-12-31$146,292
Total plan assets at end of year2015-12-31$20,357,322
Total plan assets at beginning of year2015-12-31$19,078,736
Value of fidelity bond covering the plan2015-12-31$1,550,000
Other income received2015-12-31$572,465
Net income (gross income less expenses)2015-12-31$1,278,586
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,357,322
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$19,078,736
Assets. Value of employer securities2015-12-31$8,134,222
Total contributions received or receivable from employer(s)2015-12-31$852,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,575,674
Expenses. Total of all expenses incurred2014-12-31$53,406
Benefits paid (including direct rollovers)2014-12-31$53,406
Total plan assets at end of year2014-12-31$19,078,736
Total plan assets at beginning of year2014-12-31$16,556,468
Value of fidelity bond covering the plan2014-12-31$1,550,000
Other income received2014-12-31$1,783,774
Net income (gross income less expenses)2014-12-31$2,522,268
Net plan assets at end of year (total assets less liabilities)2014-12-31$19,078,736
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$16,556,468
Assets. Value of employer securities2014-12-31$7,717,768
Total contributions received or receivable from employer(s)2014-12-31$791,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$5,234,573
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,008,345
Expenses. Total of all expenses incurred2013-12-31$98,365
Benefits paid (including direct rollovers)2013-12-31$98,365
Total plan assets at end of year2013-12-31$16,556,468
Total plan assets at beginning of year2013-12-31$9,411,915
Value of fidelity bond covering the plan2013-12-31$850,000
Other income received2013-12-31$1,265,683
Net income (gross income less expenses)2013-12-31$1,909,980
Net plan assets at end of year (total assets less liabilities)2013-12-31$16,556,468
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,411,915
Assets. Value of employer securities2013-12-31$6,665,326
Total contributions received or receivable from employer(s)2013-12-31$742,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,248,366
Expenses. Total of all expenses incurred2012-12-31$266,183
Benefits paid (including direct rollovers)2012-12-31$266,183
Total plan assets at end of year2012-12-31$9,411,915
Total plan assets at beginning of year2012-12-31$7,429,732
Value of fidelity bond covering the plan2012-12-31$850,000
Other income received2012-12-31$1,552,061
Net income (gross income less expenses)2012-12-31$1,982,183
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,411,915
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,429,732
Assets. Value of employer securities2012-12-31$6,402,216
Total contributions received or receivable from employer(s)2012-12-31$696,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,392,391
Expenses. Total of all expenses incurred2011-12-31$464,786
Benefits paid (including direct rollovers)2011-12-31$464,786
Total plan assets at end of year2011-12-31$7,429,732
Total plan assets at beginning of year2011-12-31$6,502,127
Value of fidelity bond covering the plan2011-12-31$1,455,000
Other income received2011-12-31$798,562
Net income (gross income less expenses)2011-12-31$927,605
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,429,732
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,502,127
Assets. Value of employer securities2011-12-31$5,218,219
Total contributions received or receivable from employer(s)2011-12-31$593,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$687,285
Expenses. Total of all expenses incurred2010-12-31$505,207
Benefits paid (including direct rollovers)2010-12-31$505,207
Total plan assets at end of year2010-12-31$6,502,127
Total plan assets at beginning of year2010-12-31$6,320,049
Value of fidelity bond covering the plan2010-12-31$1,455,000
Other income received2010-12-31$312,087
Net income (gross income less expenses)2010-12-31$182,078
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,502,127
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,320,049
Assets. Value of employer securities2010-12-31$4,560,443
Total contributions received or receivable from employer(s)2010-12-31$375,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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
2017: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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
2009: CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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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