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MEADVILLE FORGING COMPANY USWA PENSION PLAN 401k Plan overview

Plan NameMEADVILLE FORGING COMPANY USWA PENSION PLAN
Plan identification number 001

MEADVILLE FORGING COMPANY USWA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MEADVILLE FORGING COMPANY, L.P. has sponsored the creation of one or more 401k plans.

Company Name:MEADVILLE FORGING COMPANY, L.P.
Employer identification number (EIN):251850430
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEADVILLE FORGING COMPANY USWA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT A. LACK2024-07-26
0012022-01-01ROBERT A. LACK2023-07-24
0012021-01-01ROBERT LOCK2022-08-09
0012020-01-01ROBERT A. LACK2021-08-06
0012019-01-01ROBERT A. LACK2020-08-10
0012018-01-01ROBERT A. LACK2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEVEN SCHUMPP PREPARER
0012011-01-01DAVID SPADA
0012009-01-01DAVID SPADA

Plan Statistics for MEADVILLE FORGING COMPANY USWA PENSION PLAN

401k plan membership statisitcs for MEADVILLE FORGING COMPANY USWA PENSION PLAN

Measure Date Value
2023: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01201
Total number of active participants reported on line 7a of the Form 55002023-01-0147
Number of retired or separated participants receiving benefits2023-01-0198
Number of other retired or separated participants entitled to future benefits2023-01-0141
Total of all active and inactive participants2023-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3117,519,853
Acturial value of plan assets2022-12-3117,515,828
Funding target for retired participants and beneficiaries receiving payment2022-12-3110,509,563
Number of terminated vested participants2022-12-3144
Fundng target for terminated vested participants2022-12-311,556,650
Active participant vested funding target2022-12-313,478,670
Number of active participants2022-12-3167
Total funding liabilities for active participants2022-12-313,478,670
Total participant count2022-12-31255
Total funding target for all participants2022-12-3115,544,883
Balance at beginning of prior year after applicable adjustments2022-12-31594
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,373
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31594
Amount remaining of prefunding balance2022-12-313,373
Present value of excess contributions2022-12-311,963
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31678
Balance of prefunding at beginning of current year2022-12-313,850
Total employer contributions2022-12-31747,200
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31722,059
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31231,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31722,059
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-0150
Number of retired or separated participants receiving benefits2022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3115,756,487
Acturial value of plan assets2021-12-3115,756,487
Funding target for retired participants and beneficiaries receiving payment2021-12-319,297,412
Number of terminated vested participants2021-12-3147
Fundng target for terminated vested participants2021-12-311,771,119
Active participant vested funding target2021-12-315,358,842
Number of active participants2021-12-3182
Total funding liabilities for active participants2021-12-315,358,842
Total participant count2021-12-31260
Total funding target for all participants2021-12-3116,427,373
Balance at beginning of prior year after applicable adjustments2021-12-31520
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,952
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31520
Amount remaining of prefunding balance2021-12-312,952
Present value of excess contributions2021-12-3160,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3164,259
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31594
Balance of prefunding at beginning of current year2021-12-313,373
Total employer contributions2021-12-31778,600
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31748,937
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31218,476
Net shortfall amortization installment of oustanding balance2021-12-31674,853
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31746,974
Additional cash requirement2021-12-31746,974
Contributions allocatedtoward minimum required contributions for current year2021-12-31748,937
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01262
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-01121
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-01255
2020: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3114,177,298
Acturial value of plan assets2020-12-3114,177,298
Funding target for retired participants and beneficiaries receiving payment2020-12-319,171,885
Number of terminated vested participants2020-12-3151
Fundng target for terminated vested participants2020-12-311,791,056
Active participant vested funding target2020-12-314,940,125
Number of active participants2020-12-3184
Total funding liabilities for active participants2020-12-314,940,125
Total participant count2020-12-31264
Total funding target for all participants2020-12-3115,903,066
Balance at beginning of prior year after applicable adjustments2020-12-31432
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,452
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31432
Amount remaining of prefunding balance2020-12-312,452
Present value of excess contributions2020-12-3110,239
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3110,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31520
Balance of prefunding at beginning of current year2020-12-312,952
Total employer contributions2020-12-31720,400
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31694,520
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31214,135
Net shortfall amortization installment of oustanding balance2020-12-311,729,240
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31633,530
Additional cash requirement2020-12-31633,530
Contributions allocatedtoward minimum required contributions for current year2020-12-31694,520
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-01107
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-01262
2019: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3112,159,613
Acturial value of plan assets2019-12-3112,159,613
Funding target for retired participants and beneficiaries receiving payment2019-12-319,281,851
Number of terminated vested participants2019-12-3149
Fundng target for terminated vested participants2019-12-311,539,428
Active participant vested funding target2019-12-315,258,587
Number of active participants2019-12-3190
Total funding liabilities for active participants2019-12-315,258,587
Total participant count2019-12-31270
Total funding target for all participants2019-12-3116,079,866
Balance at beginning of prior year after applicable adjustments2019-12-31456
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,587
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31456
Amount remaining of prefunding balance2019-12-312,587
Present value of excess contributions2019-12-3149,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3151,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31432
Balance of prefunding at beginning of current year2019-12-312,452
Total employer contributions2019-12-31728,200
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31696,052
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31210,310
Net shortfall amortization installment of oustanding balance2019-12-313,923,137
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31685,813
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31685,813
Contributions allocatedtoward minimum required contributions for current year2019-12-31696,052
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of retired or separated participants receiving benefits2019-01-01105
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-01259
2018: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3113,280,448
Acturial value of plan assets2018-12-3113,280,187
Funding target for retired participants and beneficiaries receiving payment2018-12-317,876,917
Number of terminated vested participants2018-12-3155
Fundng target for terminated vested participants2018-12-311,730,190
Active participant vested funding target2018-12-315,690,428
Number of active participants2018-12-31100
Total funding liabilities for active participants2018-12-315,691,774
Total participant count2018-12-31271
Total funding target for all participants2018-12-3115,298,881
Balance at beginning of prior year after applicable adjustments2018-12-31394
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,234
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31394
Amount remaining of prefunding balance2018-12-312,234
Present value of excess contributions2018-12-3192,419
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3197,890
Balance of carryovers at beginning of current year2018-12-31456
Balance of prefunding at beginning of current year2018-12-312,587
Total employer contributions2018-12-31647,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31622,286
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31219,623
Net shortfall amortization installment of oustanding balance2018-12-312,021,737
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31573,171
Additional cash requirement2018-12-31573,171
Contributions allocatedtoward minimum required contributions for current year2018-12-31622,286
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-01111
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-01265
2017: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3112,093,759
Acturial value of plan assets2017-12-3112,081,598
Funding target for retired participants and beneficiaries receiving payment2017-12-317,433,241
Number of terminated vested participants2017-12-3181
Fundng target for terminated vested participants2017-12-311,945,718
Active participant vested funding target2017-12-315,640,906
Number of active participants2017-12-31103
Total funding liabilities for active participants2017-12-315,642,081
Total participant count2017-12-31299
Total funding target for all participants2017-12-3115,021,040
Balance at beginning of prior year after applicable adjustments2017-12-31282,721
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,073
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31282,355
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31366
Amount remaining of prefunding balance2017-12-312,073
Present value of excess contributions2017-12-311,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,554
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31394
Balance of prefunding at beginning of current year2017-12-312,234
Total employer contributions2017-12-31736,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31709,085
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3145,642
Net shortfall amortization installment of oustanding balance2017-12-312,942,070
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31616,666
Additional cash requirement2017-12-31616,666
Contributions allocatedtoward minimum required contributions for current year2017-12-31709,085
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-01102
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-01271
2016: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3111,542,312
Acturial value of plan assets2016-12-3111,542,312
Funding target for retired participants and beneficiaries receiving payment2016-12-317,149,608
Number of terminated vested participants2016-12-3182
Fundng target for terminated vested participants2016-12-311,956,883
Active participant vested funding target2016-12-315,408,366
Number of active participants2016-12-31106
Total funding liabilities for active participants2016-12-315,412,837
Total participant count2016-12-31300
Total funding target for all participants2016-12-3114,519,328
Balance at beginning of prior year after applicable adjustments2016-12-31586,517
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,122
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31297,140
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31289,377
Amount remaining of prefunding balance2016-12-312,122
Present value of excess contributions2016-12-315,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,631
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31282,721
Balance of prefunding at beginning of current year2016-12-312,073
Total employer contributions2016-12-31492,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31453,009
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31172,073
Net shortfall amortization installment of oustanding balance2016-12-313,261,810
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31733,999
Carryover balance elected to use to offset funding requirement2016-12-31282,355
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31451,644
Contributions allocatedtoward minimum required contributions for current year2016-12-31453,009
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01300
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-01100
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-0197
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-0192
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-0192
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-01303
2012: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01308
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-0188
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01305
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-0179
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-0169
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MEADVILLE FORGING COMPANY USWA PENSION PLAN

Measure Date Value
2023 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,456,669
Total loss/gain on sale of assets2023-12-31$747,887
Total of all expenses incurred2023-12-31$1,148,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$997,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$370,000
Value of total assets at end of year2023-12-31$14,463,994
Value of total assets at beginning of year2023-12-31$13,155,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$151,420
Total interest from all sources2023-12-31$241,813
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$92,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$92,680
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$4,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$31,273
Other income not declared elsewhere2023-12-31$8,379
Administrative expenses (other) incurred2023-12-31$99,912
Total non interest bearing cash at end of year2023-12-31$14,246,125
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,308,185
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,463,994
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,155,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,075,104
Income. Interest from US Government securities2023-12-31$157,303
Income. Interest from corporate debt instruments2023-12-31$61,477
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$213,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$280,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$280,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$23,033
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$725,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$995,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$370,000
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$186,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$997,064
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$887,105
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$965,675
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$33,230,787
Aggregate carrying amount (costs) on sale of assets2023-12-31$32,482,900
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2023-12-31251690617
2022 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-439,716
Total unrealized appreciation/depreciation of assets2022-12-31$-439,716
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$0
Total income from all sources (including contributions)2022-12-31$-1,766,841
Total loss/gain on sale of assets2022-12-31$-103,846
Total of all expenses incurred2022-12-31$2,597,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,366,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$747,200
Value of total assets at end of year2022-12-31$13,155,809
Value of total assets at beginning of year2022-12-31$17,519,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$230,803
Total interest from all sources2022-12-31$107,815
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,122
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$249,122
Administrative expenses professional fees incurred2022-12-31$59,303
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$31,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$26,416
Other income not declared elsewhere2022-12-31$10,270
Administrative expenses (other) incurred2022-12-31$171,500
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,364,044
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,155,809
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,519,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,075,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,484,140
Income. Interest from US Government securities2022-12-31$23,583
Income. Interest from corporate debt instruments2022-12-31$71,998
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$280,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$268,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$268,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,234
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,296,083
Asset value of US Government securities at end of year2022-12-31$725,136
Asset value of US Government securities at beginning of year2022-12-31$1,538,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,337,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$747,200
Employer contributions (assets) at end of year2022-12-31$186,800
Employer contributions (assets) at beginning of year2022-12-31$303,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,070,317
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$887,105
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$947,715
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$965,675
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$947,254
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
Aggregate proceeds on sale of assets2022-12-31$8,030,637
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,134,483
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2022-12-31251690617
2021 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-168,407
Total unrealized appreciation/depreciation of assets2021-12-31$-168,407
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$2,953,900
Total loss/gain on sale of assets2021-12-31$-3,298
Total of all expenses incurred2021-12-31$1,192,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$961,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$778,600
Value of total assets at end of year2021-12-31$17,519,853
Value of total assets at beginning of year2021-12-31$15,758,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$231,000
Total interest from all sources2021-12-31$89,073
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$478,571
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$478,571
Administrative expenses professional fees incurred2021-12-31$60,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$26,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,302
Other income not declared elsewhere2021-12-31$1,564
Administrative expenses (other) incurred2021-12-31$170,340
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,678
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$1,761,483
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,519,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,758,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,484,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,465,924
Income. Interest from US Government securities2021-12-31$33,087
Income. Interest from corporate debt instruments2021-12-31$55,567
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$268,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$563,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$563,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$419
Asset value of US Government securities at end of year2021-12-31$1,538,459
Asset value of US Government securities at beginning of year2021-12-31$1,711,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,777,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$778,600
Employer contributions (assets) at end of year2021-12-31$303,400
Employer contributions (assets) at beginning of year2021-12-31$199,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$961,417
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$947,715
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$848,923
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$947,254
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$942,196
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
Aggregate proceeds on sale of assets2021-12-31$1,936,961
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,940,259
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2021-12-31251690617
2020 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$88,078
Total unrealized appreciation/depreciation of assets2020-12-31$88,078
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$2,692,369
Total loss/gain on sale of assets2020-12-31$74,591
Total of all expenses incurred2020-12-31$1,117,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$898,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$720,400
Value of total assets at end of year2020-12-31$15,758,370
Value of total assets at beginning of year2020-12-31$14,183,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,476
Total interest from all sources2020-12-31$86,145
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$298,757
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$298,757
Administrative expenses professional fees incurred2020-12-31$51,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$26,115
Other income not declared elsewhere2020-12-31$2,476
Administrative expenses (other) incurred2020-12-31$166,796
Total non interest bearing cash at end of year2020-12-31$1,678
Total non interest bearing cash at beginning of year2020-12-31$2,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,575,043
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,758,370
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,183,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,465,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,459,821
Income. Interest from US Government securities2020-12-31$29,845
Income. Interest from corporate debt instruments2020-12-31$52,963
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$563,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$419,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$419,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,337
Asset value of US Government securities at end of year2020-12-31$1,711,831
Asset value of US Government securities at beginning of year2020-12-31$1,125,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,421,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$720,400
Employer contributions (assets) at end of year2020-12-31$199,600
Employer contributions (assets) at beginning of year2020-12-31$298,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$898,850
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$848,923
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$526,515
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$942,196
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,321,424
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
Aggregate proceeds on sale of assets2020-12-31$4,227,839
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,153,248
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$186,950
Total unrealized appreciation/depreciation of assets2019-12-31$186,950
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$3,138,487
Total loss/gain on sale of assets2019-12-31$9,400
Total of all expenses incurred2019-12-31$1,116,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,067,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$728,200
Value of total assets at end of year2019-12-31$14,183,327
Value of total assets at beginning of year2019-12-31$12,161,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,570
Total interest from all sources2019-12-31$101,069
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,755
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$349,755
Administrative expenses professional fees incurred2019-12-31$49,570
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$164,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$26,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$31,990
Other income not declared elsewhere2019-12-31$1,521
Total non interest bearing cash at end of year2019-12-31$2,034
Total non interest bearing cash at beginning of year2019-12-31$1,599
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$2,021,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,183,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,161,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,459,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,597,451
Income. Interest from US Government securities2019-12-31$29,103
Income. Interest from corporate debt instruments2019-12-31$63,276
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$419,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$317,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$317,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,690
Asset value of US Government securities at end of year2019-12-31$1,125,117
Asset value of US Government securities at beginning of year2019-12-31$1,046,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,761,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$728,200
Employer contributions (assets) at end of year2019-12-31$298,300
Employer contributions (assets) at beginning of year2019-12-31$184,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$902,840
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$526,515
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$585,749
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,321,424
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,391,358
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
Aggregate proceeds on sale of assets2019-12-31$2,825,133
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,815,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-89,368
Total unrealized appreciation/depreciation of assets2018-12-31$-89,368
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$0
Total income from all sources (including contributions)2018-12-31$-30,009
Total loss/gain on sale of assets2018-12-31$-15,708
Total of all expenses incurred2018-12-31$1,088,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,037,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$647,500
Value of total assets at end of year2018-12-31$12,161,815
Value of total assets at beginning of year2018-12-31$13,280,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,911
Total interest from all sources2018-12-31$99,728
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$357,233
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$356,788
Administrative expenses professional fees incurred2018-12-31$50,911
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$159,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$31,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$22,444
Other income not declared elsewhere2018-12-31$-326
Total non interest bearing cash at end of year2018-12-31$1,599
Total non interest bearing cash at beginning of year2018-12-31$1,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,118,633
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,161,815
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,280,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,597,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,781,361
Income. Interest from US Government securities2018-12-31$24,012
Income. Interest from corporate debt instruments2018-12-31$70,264
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$317,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$580,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$580,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,452
Asset value of US Government securities at end of year2018-12-31$1,046,628
Asset value of US Government securities at beginning of year2018-12-31$921,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,029,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$647,500
Employer contributions (assets) at end of year2018-12-31$184,900
Employer contributions (assets) at beginning of year2018-12-31$184,000
Income. Dividends from common stock2018-12-31$445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$878,314
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$585,749
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$449,645
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,391,358
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,335,291
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
Aggregate proceeds on sale of assets2018-12-31$2,972,505
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,988,213
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$15,190
Total unrealized appreciation/depreciation of assets2017-12-31$15,190
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$2,577,345
Total loss/gain on sale of assets2017-12-31$-4,446
Total of all expenses incurred2017-12-31$1,390,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,343,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$736,000
Value of total assets at end of year2017-12-31$13,280,448
Value of total assets at beginning of year2017-12-31$12,093,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,753
Total interest from all sources2017-12-31$87,208
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$254,946
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$254,712
Administrative expenses professional fees incurred2017-12-31$46,722
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$172,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$22,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,557
Other income not declared elsewhere2017-12-31$614
Administrative expenses (other) incurred2017-12-31$31
Total non interest bearing cash at end of year2017-12-31$1,201
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$1,186,689
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,280,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,093,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,781,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,204,967
Income. Interest from US Government securities2017-12-31$26,138
Income. Interest from corporate debt instruments2017-12-31$57,586
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$3,327,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$580,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$365,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$365,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,484
Asset value of US Government securities at end of year2017-12-31$921,792
Asset value of US Government securities at beginning of year2017-12-31$1,018,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,108,212
Net investment gain or loss from common/collective trusts2017-12-31$379,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$736,000
Employer contributions (assets) at end of year2017-12-31$184,000
Employer contributions (assets) at beginning of year2017-12-31$422,000
Income. Dividends from common stock2017-12-31$234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,171,033
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$449,645
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$550,119
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,335,291
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,178,461
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
Aggregate proceeds on sale of assets2017-12-31$6,236,676
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,241,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-49,135
Total unrealized appreciation/depreciation of assets2016-12-31$-49,135
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$1,360,019
Total loss/gain on sale of assets2016-12-31$-1,366
Total of all expenses incurred2016-12-31$808,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$762,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$492,000
Value of total assets at end of year2016-12-31$12,093,759
Value of total assets at beginning of year2016-12-31$11,542,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,642
Total interest from all sources2016-12-31$80,797
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$141,116
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$140,970
Administrative expenses professional fees incurred2016-12-31$45,628
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,192
Administrative expenses (other) incurred2016-12-31$14
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$551,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,093,759
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,542,312
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
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,204,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,073,066
Income. Interest from US Government securities2016-12-31$39,486
Income. Interest from corporate debt instruments2016-12-31$39,859
Value of interest in common/collective trusts at end of year2016-12-31$3,327,749
Value of interest in common/collective trusts at beginning of year2016-12-31$3,245,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$365,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$319,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$319,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,452
Asset value of US Government securities at end of year2016-12-31$1,018,696
Asset value of US Government securities at beginning of year2016-12-31$1,517,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$320,861
Net investment gain or loss from common/collective trusts2016-12-31$374,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$492,000
Employer contributions (assets) at end of year2016-12-31$422,000
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$762,930
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$550,119
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$561,714
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,178,461
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$800,164
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$3,835,571
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,836,937
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,206
Total unrealized appreciation/depreciation of assets2015-12-31$4,206
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$44,283
Total loss/gain on sale of assets2015-12-31$-155,316
Total of all expenses incurred2015-12-31$989,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$848,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$192,000
Value of total assets at end of year2015-12-31$11,542,312
Value of total assets at beginning of year2015-12-31$12,487,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$141,197
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$87,473
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$252,390
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$94,511
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,219
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$173,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$134,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$37,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-35,193
Administrative expenses (other) incurred2015-12-31$514
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-945,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,542,312
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,487,329
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$41,483
Investment advisory and management fees2015-12-31$90,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,073,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$207,124
Income. Interest from US Government securities2015-12-31$41,889
Income. Interest from corporate debt instruments2015-12-31$45,269
Value of interest in common/collective trusts at end of year2015-12-31$3,245,148
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$319,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,062,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,062,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$315
Asset value of US Government securities at end of year2015-12-31$1,517,269
Asset value of US Government securities at beginning of year2015-12-31$1,105,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-242,394
Net investment gain or loss from common/collective trusts2015-12-31$-58,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$192,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$9,452
Income. Dividends from common stock2015-12-31$148,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$713,202
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$561,714
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$800,164
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,424,564
Contract administrator fees2015-12-31$50,227
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,434,748
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
Aggregate proceeds on sale of assets2015-12-31$19,085,645
Aggregate carrying amount (costs) on sale of assets2015-12-31$19,240,961
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$442,970
Total unrealized appreciation/depreciation of assets2014-12-31$442,970
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$33,588
Total income from all sources (including contributions)2014-12-31$1,272,353
Total loss/gain on sale of assets2014-12-31$141,566
Total of all expenses incurred2014-12-31$973,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$792,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$427,340
Value of total assets at end of year2014-12-31$12,487,329
Value of total assets at beginning of year2014-12-31$12,222,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$181,287
Total interest from all sources2014-12-31$66,604
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$264,771
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$9,549
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$173,833
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$234,102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$86,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$37,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-70,402
Liabilities. Value of operating payables at beginning of year2014-12-31$33,588
Total non interest bearing cash at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$298,434
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,487,329
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,188,895
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
Assets. partnership/joint venture interests at end of year2014-12-31$41,483
Assets. partnership/joint venture interests at beginning of year2014-12-31$35,610
Investment advisory and management fees2014-12-31$109,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$207,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$332,408
Interest earned on other investments2014-12-31$1,243
Income. Interest from US Government securities2014-12-31$29,723
Income. Interest from corporate debt instruments2014-12-31$35,529
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$167,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,062,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$805,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$805,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$109
Asset value of US Government securities at end of year2014-12-31$1,105,585
Asset value of US Government securities at beginning of year2014-12-31$796,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-25,881
Net investment gain or loss from common/collective trusts2014-12-31$25,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$427,340
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$170,518
Income. Dividends from common stock2014-12-31$255,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$705,881
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,424,564
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,078,398
Contract administrator fees2014-12-31$71,656
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,434,748
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$8,563,860
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
Aggregate proceeds on sale of assets2014-12-31$11,977,614
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,836,048
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,377,958
Total unrealized appreciation/depreciation of assets2013-12-31$1,377,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,575
Total income from all sources (including contributions)2013-12-31$2,465,558
Total loss/gain on sale of assets2013-12-31$233,085
Total of all expenses incurred2013-12-31$907,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$741,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$605,827
Value of total assets at end of year2013-12-31$12,222,483
Value of total assets at beginning of year2013-12-31$10,645,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,374
Total interest from all sources2013-12-31$66,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$182,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$71,787
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$234,102
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$299,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$63,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,997
Liabilities. Value of operating payables at end of year2013-12-31$33,588
Liabilities. Value of operating payables at beginning of year2013-12-31$14,575
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$1,558,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,188,895
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,630,470
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
Assets. partnership/joint venture interests at end of year2013-12-31$35,610
Assets. partnership/joint venture interests at beginning of year2013-12-31$22,557
Investment advisory and management fees2013-12-31$267
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$332,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$51,544
Interest earned on other investments2013-12-31$11,069
Income. Interest from US Government securities2013-12-31$26,082
Income. Interest from corporate debt instruments2013-12-31$29,130
Value of interest in common/collective trusts at end of year2013-12-31$167,550
Value of interest in common/collective trusts at beginning of year2013-12-31$175,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$805,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$667,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$667,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$97
Asset value of US Government securities at end of year2013-12-31$796,740
Asset value of US Government securities at beginning of year2013-12-31$990,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,705
Net investment gain or loss from common/collective trusts2013-12-31$-7,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$605,827
Employer contributions (assets) at end of year2013-12-31$170,518
Employer contributions (assets) at beginning of year2013-12-31$441,994
Income. Dividends from common stock2013-12-31$182,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$678,339
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,078,398
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,033,393
Contract administrator fees2013-12-31$93,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$8,563,860
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,918,026
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
Aggregate proceeds on sale of assets2013-12-31$11,083,226
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,850,141
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$536,239
Total unrealized appreciation/depreciation of assets2012-12-31$536,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,023
Total income from all sources (including contributions)2012-12-31$1,892,453
Total loss/gain on sale of assets2012-12-31$260,863
Total of all expenses incurred2012-12-31$795,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$602,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$845,679
Value of total assets at end of year2012-12-31$10,643,025
Value of total assets at beginning of year2012-12-31$9,579,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$193,071
Total interest from all sources2012-12-31$58,850
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$188,766
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$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$299,332
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$381,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$43,747
Administrative expenses (other) incurred2012-12-31$58,282
Liabilities. Value of operating payables at end of year2012-12-31$14,575
Liabilities. Value of operating payables at beginning of year2012-12-31$48,023
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$1,096,495
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,628,450
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,531,955
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
Assets. partnership/joint venture interests at end of year2012-12-31$22,557
Assets. partnership/joint venture interests at beginning of year2012-12-31$14,970
Investment advisory and management fees2012-12-31$77,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$51,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,189
Interest earned on other investments2012-12-31$8,372
Income. Interest from US Government securities2012-12-31$17,576
Income. Interest from corporate debt instruments2012-12-31$32,815
Value of interest in common/collective trusts at end of year2012-12-31$175,391
Value of interest in common/collective trusts at beginning of year2012-12-31$269,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$667,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$654,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$654,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$87
Asset value of US Government securities at end of year2012-12-31$990,409
Asset value of US Government securities at beginning of year2012-12-31$527,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-3,492
Net investment gain or loss from common/collective trusts2012-12-31$5,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$845,679
Employer contributions (assets) at end of year2012-12-31$439,974
Employer contributions (assets) at beginning of year2012-12-31$310,211
Income. Dividends from common stock2012-12-31$188,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$602,887
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,033,393
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,140,255
Contract administrator fees2012-12-31$57,341
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,918,026
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,223,524
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
Aggregate proceeds on sale of assets2012-12-31$11,737,317
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,476,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-482,215
Total unrealized appreciation/depreciation of assets2011-12-31$-482,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$48,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,085
Total income from all sources (including contributions)2011-12-31$602,706
Total loss/gain on sale of assets2011-12-31$289,723
Total of all expenses incurred2011-12-31$715,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$557,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$573,275
Value of total assets at end of year2011-12-31$9,579,978
Value of total assets at beginning of year2011-12-31$9,665,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$158,350
Total interest from all sources2011-12-31$69,964
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,104
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$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$381,597
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$272,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$43,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,348
Administrative expenses (other) incurred2011-12-31$43,632
Liabilities. Value of operating payables at end of year2011-12-31$48,023
Liabilities. Value of operating payables at beginning of year2011-12-31$20,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-113,207
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,531,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,645,162
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
Assets. partnership/joint venture interests at end of year2011-12-31$14,970
Assets. partnership/joint venture interests at beginning of year2011-12-31$16,152
Investment advisory and management fees2011-12-31$71,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,031
Interest earned on other investments2011-12-31$5,955
Income. Interest from US Government securities2011-12-31$21,461
Income. Interest from corporate debt instruments2011-12-31$42,474
Value of interest in common/collective trusts at end of year2011-12-31$269,843
Value of interest in common/collective trusts at beginning of year2011-12-31$284,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$654,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$377,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$377,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$74
Asset value of US Government securities at end of year2011-12-31$527,943
Asset value of US Government securities at beginning of year2011-12-31$591,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,048
Net investment gain or loss from common/collective trusts2011-12-31$-15,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$573,275
Employer contributions (assets) at end of year2011-12-31$310,211
Employer contributions (assets) at beginning of year2011-12-31$197,225
Income. Dividends from common stock2011-12-31$169,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$557,563
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,140,255
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,241,628
Contract administrator fees2011-12-31$43,174
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,223,524
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,636,513
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
Aggregate proceeds on sale of assets2011-12-31$7,306,608
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,016,885
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : MEADVILLE FORGING COMPANY USWA PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$607,128
Total unrealized appreciation/depreciation of assets2010-12-31$607,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,751
Total income from all sources (including contributions)2010-12-31$1,549,416
Total loss/gain on sale of assets2010-12-31$319,372
Total of all expenses incurred2010-12-31$636,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$515,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$374,255
Value of total assets at end of year2010-12-31$9,665,247
Value of total assets at beginning of year2010-12-31$8,733,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$120,790
Total interest from all sources2010-12-31$81,043
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$142,412
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$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$272,393
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$63,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$27,792
Administrative expenses (other) incurred2010-12-31$130
Liabilities. Value of operating payables at end of year2010-12-31$20,085
Liabilities. Value of operating payables at beginning of year2010-12-31$1,751
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$913,044
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,645,162
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,732,118
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
Assets. partnership/joint venture interests at end of year2010-12-31$16,152
Investment advisory and management fees2010-12-31$66,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,118
Interest earned on other investments2010-12-31$3,657
Income. Interest from US Government securities2010-12-31$33,106
Income. Interest from corporate debt instruments2010-12-31$43,813
Value of interest in common/collective trusts at end of year2010-12-31$284,940
Value of interest in common/collective trusts at beginning of year2010-12-31$261,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$377,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$342,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$342,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$467
Asset value of US Government securities at end of year2010-12-31$591,259
Asset value of US Government securities at beginning of year2010-12-31$967,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,510
Net investment gain or loss from common/collective trusts2010-12-31$23,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$374,255
Employer contributions (assets) at end of year2010-12-31$197,225
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$142,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$515,582
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,241,628
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,478,935
Contract administrator fees2010-12-31$53,800
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,636,513
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,587,360
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
Aggregate proceeds on sale of assets2010-12-31$11,235,575
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,916,203
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : MEADVILLE FORGING COMPANY USWA PENSION 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 MEADVILLE FORGING COMPANY USWA PENSION PLAN

2023: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEADVILLE FORGING COMPANY USWA PENSION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEADVILLE FORGING COMPANY USWA PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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