ENGEL MACHINERY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENGEL MACHINERY, INC 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-974,976 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,772,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,643,937 |
Value of total corrective distributions | 2022-12-31 | $63 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,494,181 |
Value of total assets at end of year | 2022-12-31 | $24,858,634 |
Value of total assets at beginning of year | 2022-12-31 | $30,606,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $128,835 |
Total interest from all sources | 2022-12-31 | $7,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $619,084 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $619,084 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,075,947 |
Participant contributions at end of year | 2022-12-31 | $104,810 |
Participant contributions at beginning of year | 2022-12-31 | $117,569 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $52,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $761,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,747,811 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,858,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,606,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $102,321 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,665,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,918,998 |
Interest on participant loans | 2022-12-31 | $5,553 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $88,233 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $498,079 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $498,079 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,095,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $656,620 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $19,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,643,937 |
Contract administrator fees | 2022-12-31 | $26,514 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2022-12-31 | 232846715 |
2021 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $7,485,802 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,573,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,449,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,442,539 |
Value of total assets at end of year | 2021-12-31 | $30,606,445 |
Value of total assets at beginning of year | 2021-12-31 | $24,694,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $124,049 |
Total interest from all sources | 2021-12-31 | $4,999 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $557,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $557,789 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,942,295 |
Participant contributions at end of year | 2021-12-31 | $117,569 |
Participant contributions at beginning of year | 2021-12-31 | $94,622 |
Participant contributions at end of year | 2021-12-31 | $52,739 |
Participant contributions at beginning of year | 2021-12-31 | $51,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $891,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,912,252 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $30,606,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,694,193 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $99,735 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,918,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,093,894 |
Interest on participant loans | 2021-12-31 | $4,902 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $498,079 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $436,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $436,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $97 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,480,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $609,094 |
Employer contributions (assets) at end of year | 2021-12-31 | $19,060 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $17,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,449,501 |
Contract administrator fees | 2021-12-31 | $24,314 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2021-12-31 | 232846715 |
2020 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $4,921,058 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,835,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,735,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,407,449 |
Value of total assets at end of year | 2020-12-31 | $24,694,193 |
Value of total assets at beginning of year | 2020-12-31 | $22,608,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $100,331 |
Total interest from all sources | 2020-12-31 | $8,671 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $371,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $371,489 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,656,509 |
Participant contributions at end of year | 2020-12-31 | $94,622 |
Participant contributions at beginning of year | 2020-12-31 | $123,968 |
Participant contributions at end of year | 2020-12-31 | $51,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $242,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,085,340 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,694,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,608,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $77,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,093,894 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,484,885 |
Interest on participant loans | 2020-12-31 | $6,617 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $436,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,054 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,133,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $508,180 |
Employer contributions (assets) at end of year | 2020-12-31 | $17,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,735,387 |
Contract administrator fees | 2020-12-31 | $22,347 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2020-12-31 | 232846715 |
2019 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $6,059,166 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $841,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $743,444 |
Value of total corrective distributions | 2019-12-31 | $4,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,518,298 |
Value of total assets at end of year | 2019-12-31 | $22,608,853 |
Value of total assets at beginning of year | 2019-12-31 | $17,390,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $93,068 |
Total interest from all sources | 2019-12-31 | $3,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $474,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $474,575 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,649,317 |
Participant contributions at end of year | 2019-12-31 | $123,968 |
Participant contributions at beginning of year | 2019-12-31 | $76,654 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $348,261 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,217,964 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,608,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,390,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $72,017 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,484,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,314,235 |
Interest on participant loans | 2019-12-31 | $3,903 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,062,390 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $520,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $743,444 |
Contract administrator fees | 2019-12-31 | $21,051 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2019-12-31 | 232846715 |
2018 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,066,498 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,403,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,317,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,475,680 |
Value of total assets at end of year | 2018-12-31 | $17,390,889 |
Value of total assets at beginning of year | 2018-12-31 | $17,727,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $86,065 |
Total interest from all sources | 2018-12-31 | $3,756 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $380,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $380,242 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,602,276 |
Participant contributions at end of year | 2018-12-31 | $76,654 |
Participant contributions at beginning of year | 2018-12-31 | $49,464 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $363,687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-337,018 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,390,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,727,907 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $66,754 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,314,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,678,443 |
Interest on participant loans | 2018-12-31 | $3,756 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,793,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $509,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,317,451 |
Contract administrator fees | 2018-12-31 | $19,311 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2018-12-31 | 232846715 |
2017 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $4,004,980 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $689,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $615,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,814,864 |
Value of total assets at end of year | 2017-12-31 | $17,727,907 |
Value of total assets at beginning of year | 2017-12-31 | $14,412,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $74,276 |
Total interest from all sources | 2017-12-31 | $3,493 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $329,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $329,279 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,355,729 |
Participant contributions at end of year | 2017-12-31 | $49,464 |
Participant contributions at beginning of year | 2017-12-31 | $34,726 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $18,282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,315,063 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,727,907 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,412,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $57,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,678,443 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,378,118 |
Interest on participant loans | 2017-12-31 | $1,780 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,713 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,857,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $440,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $615,641 |
Contract administrator fees | 2017-12-31 | $17,055 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2017-12-31 | 232846715 |
2016 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $2,592,559 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $370,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $307,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,427,738 |
Value of total assets at end of year | 2016-12-31 | $14,412,844 |
Value of total assets at beginning of year | 2016-12-31 | $12,190,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $62,596 |
Total interest from all sources | 2016-12-31 | $3,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $274,260 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $274,260 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,020,867 |
Participant contributions at end of year | 2016-12-31 | $34,726 |
Participant contributions at beginning of year | 2016-12-31 | $56,018 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $57,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,222,129 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,412,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,190,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $48,125 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,378,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,134,697 |
Interest on participant loans | 2016-12-31 | $1,878 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $887,203 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $349,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $307,834 |
Contract administrator fees | 2016-12-31 | $14,471 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | STAMBAUGH NESS, PC |
Accountancy firm EIN | 2016-12-31 | 232846715 |
2015 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,015,249 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $689,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $632,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,184,826 |
Value of total assets at end of year | 2015-12-31 | $12,190,715 |
Value of total assets at beginning of year | 2015-12-31 | $11,865,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $56,686 |
Total interest from all sources | 2015-12-31 | $13,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $211,738 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $211,738 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $888,714 |
Participant contributions at end of year | 2015-12-31 | $56,018 |
Participant contributions at beginning of year | 2015-12-31 | $112,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $325,603 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,190,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,865,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $43,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,134,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,752,821 |
Interest on participant loans | 2015-12-31 | $4,478 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $9,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-395,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $296,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $632,960 |
Contract administrator fees | 2015-12-31 | $13,154 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | STAMBAUGH NESS, PC |
Accountancy firm EIN | 2015-12-31 | 232846715 |
2014 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $1,677,998 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,315,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,303,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,042,494 |
Value of total assets at end of year | 2014-12-31 | $11,865,112 |
Value of total assets at beginning of year | 2014-12-31 | $12,502,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $12,282 |
Total interest from all sources | 2014-12-31 | $5,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $109,498 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $109,498 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $634,801 |
Participant contributions at end of year | 2014-12-31 | $112,291 |
Participant contributions at beginning of year | 2014-12-31 | $162,768 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $195,045 |
Administrative expenses (other) incurred | 2014-12-31 | $7,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-637,866 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,865,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,502,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $3,422 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,752,821 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $10,180,657 |
Interest on participant loans | 2014-12-31 | $5,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $39 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,159,553 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-228,224 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $748,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $212,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,303,582 |
Contract administrator fees | 2014-12-31 | $1,260 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | STAMBAUGH NESS, PC |
Accountancy firm EIN | 2014-12-31 | 232846715 |
2013 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $3,005,168 |
Total of all expenses incurred | 2013-12-31 | $629,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $628,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $838,761 |
Value of total assets at end of year | 2013-12-31 | $12,502,978 |
Value of total assets at beginning of year | 2013-12-31 | $10,126,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $900 |
Total interest from all sources | 2013-12-31 | $5,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $548,219 |
Participant contributions at end of year | 2013-12-31 | $162,768 |
Participant contributions at beginning of year | 2013-12-31 | $169,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $100,610 |
Other income not declared elsewhere | 2013-12-31 | $30,014 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,376,151 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,502,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,126,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $10,180,657 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,953,518 |
Interest on participant loans | 2013-12-31 | $5,075 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,159,553 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,003,928 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,131,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $189,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $628,117 |
Contract administrator fees | 2013-12-31 | $900 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | STAMBAUGH NESS, PC. |
Accountancy firm EIN | 2013-12-31 | 232846715 |
2012 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,625,812 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $196,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $195,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $680,910 |
Value of total assets at end of year | 2012-12-31 | $10,126,827 |
Value of total assets at beginning of year | 2012-12-31 | $8,697,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,150 |
Total interest from all sources | 2012-12-31 | $8,400 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $490,591 |
Participant contributions at end of year | 2012-12-31 | $169,381 |
Participant contributions at beginning of year | 2012-12-31 | $194,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $13,193 |
Other income not declared elsewhere | 2012-12-31 | $33,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,429,459 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,126,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,697,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,953,518 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $6,594,180 |
Interest on participant loans | 2012-12-31 | $8,400 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,003,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,908,592 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $902,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $177,126 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $195,203 |
Contract administrator fees | 2012-12-31 | $1,150 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | STAMBAUGH NESS PC |
Accountancy firm EIN | 2012-12-31 | 232846715 |
2011 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $430,399 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $987,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $987,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $653,604 |
Value of total assets at end of year | 2011-12-31 | $8,697,368 |
Value of total assets at beginning of year | 2011-12-31 | $9,254,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $700 |
Total interest from all sources | 2011-12-31 | $7,136 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $462,666 |
Participant contributions at end of year | 2011-12-31 | $194,596 |
Participant contributions at beginning of year | 2011-12-31 | $130,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $46,726 |
Other income not declared elsewhere | 2011-12-31 | $49,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-557,423 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,697,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,254,791 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,594,180 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $7,045,749 |
Interest on participant loans | 2011-12-31 | $7,136 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,908,592 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,078,518 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-279,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $144,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $987,122 |
Contract administrator fees | 2011-12-31 | $700 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | STAMBAUGH NESS PC |
Accountancy firm EIN | 2011-12-31 | 232846715 |
2010 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $1,710,865 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $630,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $629,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $599,407 |
Value of total assets at end of year | 2010-12-31 | $9,254,791 |
Value of total assets at beginning of year | 2010-12-31 | $8,174,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $5,899 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $443,238 |
Participant contributions at end of year | 2010-12-31 | $130,524 |
Participant contributions at beginning of year | 2010-12-31 | $133,933 |
Other income not declared elsewhere | 2010-12-31 | $56,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,080,419 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,254,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,174,372 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $7,045,749 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,891,386 |
Interest on participant loans | 2010-12-31 | $5,899 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,078,518 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,149,053 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,048,617 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $156,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $629,846 |
Contract administrator fees | 2010-12-31 | $600 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | STAMBAUGH NESS PC |
Accountancy firm EIN | 2010-12-31 | 232846715 |
2009 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |