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ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameENGEL MACHINERY, INC 401(K) SAVINGS PLAN
Plan identification number 001

ENGEL MACHINERY, INC 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ENGEL MACHINERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENGEL MACHINERY, INC.
Employer identification number (EIN):232532651
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGEL MACHINERY, INC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLENN NESS
0012016-01-01GLENN NESS
0012015-01-01GLENN NESS
0012014-01-01GLENN NESS
0012013-01-01JOHN EVANS
0012012-01-01JOHN J EVANS JR.
0012011-01-01JOHN J EVANS JR.
0012010-01-01JOHN J EVANS JR.
0012009-01-01JOHN J EVANS JR.

Plan Statistics for ENGEL MACHINERY, INC 401(K) SAVINGS PLAN

401k plan membership statisitcs for ENGEL MACHINERY, INC 401(K) SAVINGS PLAN

Measure Date Value
2022: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01292
Number of participants with account balances2022-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01280
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01254
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01250
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01215
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01239
Number of participants with account balances2018-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01212
Number of participants with account balances2017-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01152
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-0196
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01142
Number of participants with account balances2010-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01183
Total number of active participants reported on line 7a of the Form 55002009-01-01100
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ENGEL MACHINERY, INC 401(K) SAVINGS PLAN

Measure Date Value
2022 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,772,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,643,937
Value of total corrective distributions2022-12-31$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 year2022-12-31$24,858,634
Value of total assets at beginning of year2022-12-31$30,606,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,835
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$619,084
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Contributions received from participants2022-12-31$2,075,947
Participant contributions at end of year2022-12-31$104,810
Participant contributions at beginning of year2022-12-31$117,569
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$52,739
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$761,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$102,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,665,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,918,998
Interest on participant loans2022-12-31$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 year2022-12-31$88,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$498,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$656,620
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$19,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,643,937
Contract administrator fees2022-12-31$26,514
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 name2022-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2022-12-31232846715
2021 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,573,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$30,606,445
Value of total assets at beginning of year2021-12-31$24,694,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,049
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$557,789
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,942,295
Participant contributions at end of year2021-12-31$117,569
Participant contributions at beginning of year2021-12-31$94,622
Participant contributions at end of year2021-12-31$52,739
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$99,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,918,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,093,894
Interest on participant loans2021-12-31$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 year2021-12-31$498,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$436,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$609,094
Employer contributions (assets) at end of year2021-12-31$19,060
Employer contributions (assets) at beginning of year2021-12-31$17,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,449,501
Contract administrator fees2021-12-31$24,314
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2021-12-31232846715
2020 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,835,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$24,694,193
Value of total assets at beginning of year2020-12-31$22,608,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,331
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$371,489
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,656,509
Participant contributions at end of year2020-12-31$94,622
Participant contributions at beginning of year2020-12-31$123,968
Participant contributions at end of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$77,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,093,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,484,885
Interest on participant loans2020-12-31$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 year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$508,180
Employer contributions (assets) at end of year2020-12-31$17,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,735,387
Contract administrator fees2020-12-31$22,347
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2020-12-31232846715
2019 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$841,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$743,444
Value of total corrective distributions2019-12-31$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 year2019-12-31$22,608,853
Value of total assets at beginning of year2019-12-31$17,390,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,068
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$474,575
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,649,317
Participant contributions at end of year2019-12-31$123,968
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$72,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,484,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,314,235
Interest on participant loans2019-12-31$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 year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$520,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$743,444
Contract administrator fees2019-12-31$21,051
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2019-12-31232846715
2018 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,403,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$17,390,889
Value of total assets at beginning of year2018-12-31$17,727,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,065
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$380,242
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,602,276
Participant contributions at end of year2018-12-31$76,654
Participant contributions at beginning of year2018-12-31$49,464
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$363,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$66,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,314,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,678,443
Interest on participant loans2018-12-31$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 year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,793,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$509,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,317,451
Contract administrator fees2018-12-31$19,311
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2018-12-31232846715
2017 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$689,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$17,727,907
Value of total assets at beginning of year2017-12-31$14,412,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,276
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$329,279
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,355,729
Participant contributions at end of year2017-12-31$49,464
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$57,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,678,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,378,118
Interest on participant loans2017-12-31$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 year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$440,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$615,641
Contract administrator fees2017-12-31$17,055
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2017-12-31232846715
2016 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$370,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$14,412,844
Value of total assets at beginning of year2016-12-31$12,190,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,596
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$274,260
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,020,867
Participant contributions at end of year2016-12-31$34,726
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$48,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,378,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,134,697
Interest on participant loans2016-12-31$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 year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$349,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$307,834
Contract administrator fees2016-12-31$14,471
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2016-12-31232846715
2015 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$689,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$12,190,715
Value of total assets at beginning of year2015-12-31$11,865,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,686
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$211,738
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$888,714
Participant contributions at end of year2015-12-31$56,018
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$43,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,134,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,752,821
Interest on participant loans2015-12-31$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 year2015-12-31$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 assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$296,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$632,960
Contract administrator fees2015-12-31$13,154
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2015-12-31232846715
2014 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,677,998
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,315,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$11,865,112
Value of total assets at beginning of year2014-12-31$12,502,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,282
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$109,498
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$634,801
Participant contributions at end of year2014-12-31$112,291
Participant contributions at beginning of year2014-12-31$162,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$195,045
Administrative expenses (other) incurred2014-12-31$7,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,752,821
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,180,657
Interest on participant loans2014-12-31$5,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$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 year2014-12-31$2,159,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-228,224
Net investment gain/loss from pooled separate accounts2014-12-31$748,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$212,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,303,582
Contract administrator fees2014-12-31$1,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2014-12-31232846715
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 incurred2013-12-31$629,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$12,502,978
Value of total assets at beginning of year2013-12-31$10,126,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$5,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$548,219
Participant contributions at end of year2013-12-31$162,768
Participant contributions at beginning of year2013-12-31$169,381
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,610
Other income not declared elsewhere2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$10,180,657
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,953,518
Interest on participant loans2013-12-31$5,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,159,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,003,928
Net investment gain/loss from pooled separate accounts2013-12-31$2,131,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$189,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$628,117
Contract administrator fees2013-12-31$900
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STAMBAUGH NESS, PC.
Accountancy firm EIN2013-12-31232846715
2012 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,625,812
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$196,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$10,126,827
Value of total assets at beginning of year2012-12-31$8,697,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,150
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$490,591
Participant contributions at end of year2012-12-31$169,381
Participant contributions at beginning of year2012-12-31$194,596
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,193
Other income not declared elsewhere2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,953,518
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,594,180
Interest on participant loans2012-12-31$8,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,003,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,908,592
Net investment gain/loss from pooled separate accounts2012-12-31$902,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$177,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$195,203
Contract administrator fees2012-12-31$1,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STAMBAUGH NESS PC
Accountancy firm EIN2012-12-31232846715
2011 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$430,399
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$987,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$8,697,368
Value of total assets at beginning of year2011-12-31$9,254,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$700
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$462,666
Participant contributions at end of year2011-12-31$194,596
Participant contributions at beginning of year2011-12-31$130,524
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$46,726
Other income not declared elsewhere2011-12-31$49,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,594,180
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,045,749
Interest on participant loans2011-12-31$7,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,908,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,078,518
Net investment gain/loss from pooled separate accounts2011-12-31$-279,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$144,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$987,122
Contract administrator fees2011-12-31$700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STAMBAUGH NESS PC
Accountancy firm EIN2011-12-31232846715
2010 : ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,710,865
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$630,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$9,254,791
Value of total assets at beginning of year2010-12-31$8,174,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$600
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$443,238
Participant contributions at end of year2010-12-31$130,524
Participant contributions at beginning of year2010-12-31$133,933
Other income not declared elsewhere2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,045,749
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,891,386
Interest on participant loans2010-12-31$5,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,078,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,149,053
Net investment gain/loss from pooled separate accounts2010-12-31$1,048,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$156,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$629,846
Contract administrator fees2010-12-31$600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STAMBAUGH NESS PC
Accountancy firm EIN2010-12-31232846715
2009 : ENGEL MACHINERY, INC 401(K) SAVINGS 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 ENGEL MACHINERY, INC 401(K) SAVINGS PLAN

2022: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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
2018: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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: ENGEL MACHINERY, INC 401(K) SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENGEL MACHINERY, INC 401(K) SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENGEL MACHINERY, INC 401(K) SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENGEL MACHINERY, INC 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990935
Policy instance 1
Insurance contract or identification number990935
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990935
Policy instance 1
Insurance contract or identification number990935
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990935
Policy instance 1
Insurance contract or identification number990935
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990935
Policy instance 1
Insurance contract or identification number990935
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990935
Policy instance 1
Insurance contract or identification number990935
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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