THE BUDD COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2015 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
| Total income from all sources (including contributions) | 2015-11-30 | $-9,026,603 |
| Total loss/gain on sale of assets | 2015-11-30 | $0 |
| Total of all expenses incurred | 2015-11-30 | $39,617,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $37,824,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $0 |
| Value of total assets at end of year | 2015-11-30 | $340,368,876 |
| Value of total assets at beginning of year | 2015-11-30 | $389,013,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $1,792,922 |
| Total interest from all sources | 2015-11-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-11-30 | No |
| Administrative expenses professional fees incurred | 2015-11-30 | $771,895 |
| Was this plan covered by a fidelity bond | 2015-11-30 | Yes |
| Value of fidelity bond cover | 2015-11-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
| Administrative expenses (other) incurred | 2015-11-30 | $1,021,027 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
| Value of net income/loss | 2015-11-30 | $-48,644,148 |
| Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $340,368,876 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $389,013,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
| Value of interest in master investment trust accounts at end of year | 2015-11-30 | $340,368,876 |
| Value of interest in master investment trust accounts at beginning of year | 2015-11-30 | $389,013,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $37,824,623 |
| Did the plan have assets held for investment | 2015-11-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Disclaimer |
| Accountancy firm name | 2015-11-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2015-11-30 | 381357951 |
| 2014 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $0 |
| Total income from all sources (including contributions) | 2014-11-30 | $34,525,685 |
| Total loss/gain on sale of assets | 2014-11-30 | $0 |
| Total of all expenses incurred | 2014-11-30 | $41,170,561 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-30 | $39,521,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-30 | $0 |
| Value of total assets at end of year | 2014-11-30 | $389,013,024 |
| Value of total assets at beginning of year | 2014-11-30 | $395,657,900 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-30 | $1,648,608 |
| Total interest from all sources | 2014-11-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-11-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-30 | No |
| Administrative expenses professional fees incurred | 2014-11-30 | $759,771 |
| Was this plan covered by a fidelity bond | 2014-11-30 | Yes |
| Value of fidelity bond cover | 2014-11-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-11-30 | No |
| Administrative expenses (other) incurred | 2014-11-30 | $888,837 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
| Value of net income/loss | 2014-11-30 | $-6,644,876 |
| Value of net assets at end of year (total assets less liabilities) | 2014-11-30 | $389,013,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-11-30 | $395,657,900 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-11-30 | No |
| Value of interest in master investment trust accounts at end of year | 2014-11-30 | $389,013,024 |
| Value of interest in master investment trust accounts at beginning of year | 2014-11-30 | $395,657,900 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-11-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-30 | $39,521,953 |
| Did the plan have assets held for investment | 2014-11-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-11-30 | Disclaimer |
| Accountancy firm name | 2014-11-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2014-11-30 | 381357951 |
| 2013 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
| Total income from all sources (including contributions) | 2013-11-30 | $28,760,459 |
| Total loss/gain on sale of assets | 2013-11-30 | $0 |
| Total of all expenses incurred | 2013-11-30 | $42,805,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $41,275,411 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $6,852,865 |
| Value of total assets at end of year | 2013-11-30 | $395,657,900 |
| Value of total assets at beginning of year | 2013-11-30 | $409,702,959 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $1,530,107 |
| Total interest from all sources | 2013-11-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
| Administrative expenses professional fees incurred | 2013-11-30 | $878,223 |
| Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
| Value of fidelity bond cover | 2013-11-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
| Administrative expenses (other) incurred | 2013-11-30 | $651,884 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
| Value of net income/loss | 2013-11-30 | $-14,045,059 |
| Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $395,657,900 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $409,702,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
| Value of interest in master investment trust accounts at end of year | 2013-11-30 | $395,657,900 |
| Value of interest in master investment trust accounts at beginning of year | 2013-11-30 | $409,702,959 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
| Contributions received in cash from employer | 2013-11-30 | $6,852,865 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $41,275,411 |
| Did the plan have assets held for investment | 2013-11-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
| Accountancy firm name | 2013-11-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2013-11-30 | 381357951 |
| 2012 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-11-30 | $73,372,748 |
| Total of all expenses incurred | 2012-11-30 | $45,189,831 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $43,503,767 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $22,227,820 |
| Value of total assets at end of year | 2012-11-30 | $409,702,959 |
| Value of total assets at beginning of year | 2012-11-30 | $381,520,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $1,686,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
| Administrative expenses professional fees incurred | 2012-11-30 | $757,020 |
| Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
| Value of fidelity bond cover | 2012-11-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
| Administrative expenses (other) incurred | 2012-11-30 | $929,044 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
| Value of net income/loss | 2012-11-30 | $28,182,917 |
| Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $409,702,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $381,520,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
| Value of interest in pooled separate accounts at end of year | 2012-11-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-11-30 | $2,431 |
| Value of interest in master investment trust accounts at end of year | 2012-11-30 | $409,702,959 |
| Value of interest in master investment trust accounts at beginning of year | 2012-11-30 | $381,517,611 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
| Contributions received in cash from employer | 2012-11-30 | $22,227,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $43,503,767 |
| Did the plan have assets held for investment | 2012-11-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
| Accountancy firm name | 2012-11-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2012-11-30 | 381357951 |
| 2011 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2011 401k financial data |
|---|
| Total transfer of assets from this plan | 2011-11-30 | $741,085 |
| Total income from all sources (including contributions) | 2011-11-30 | $36,176,529 |
| Total of all expenses incurred | 2011-11-30 | $46,468,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $45,632,159 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $10,215,840 |
| Value of total assets at end of year | 2011-11-30 | $381,520,042 |
| Value of total assets at beginning of year | 2011-11-30 | $392,552,747 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $835,990 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
| Administrative expenses professional fees incurred | 2011-11-30 | $835,990 |
| Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
| Value of fidelity bond cover | 2011-11-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
| Value of net income/loss | 2011-11-30 | $-10,291,620 |
| Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $381,520,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $392,552,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
| Value of interest in pooled separate accounts at end of year | 2011-11-30 | $2,431 |
| Value of interest in pooled separate accounts at beginning of year | 2011-11-30 | $6,029 |
| Value of interest in master investment trust accounts at end of year | 2011-11-30 | $381,517,611 |
| Value of interest in master investment trust accounts at beginning of year | 2011-11-30 | $392,546,718 |
| Net investment gain/loss from pooled separate accounts | 2011-11-30 | $300 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
| Contributions received in cash from employer | 2011-11-30 | $10,215,840 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $45,632,159 |
| Did the plan have assets held for investment | 2011-11-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
| Accountancy firm name | 2011-11-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2011-11-30 | 381357951 |
| 2010 : THE BUDD-UAW CONSOLIDATED RETIREMENT BENEFIT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
