401k Plan data: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST plan

MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	MERIT GEAR LLC EMPLOYEES SAVINGS TRUST
Plan identification number	002

MERIT GEAR LLC EMPLOYEES SAVINGS TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MERIT GEAR LLC has sponsored the creation of one or more 401k plans.

Company Name: MERIT GEAR LLC

Employer identification number (EIN): 262712916

NAIC Classification: 333610

Additional information about MERIT GEAR LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4219962

More information about MERIT GEAR LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIT GEAR LLC EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DOROTHY SAILER DOROTHY SAILER 2014-11-26
002 2013-01-01 DOROTHY SAILER
002 2012-01-01 ROBERT M. QUALLS
002 2011-01-01 ROBERT M. QUALLS
002 2010-01-01 ROBERT QUALLS ROBERT QUALLS 2011-10-05
002 2009-01-01 ROBERT M. QUALLS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	DOROTHY SAILER	DOROTHY SAILER	2014-11-26
002	2013-01-01	DOROTHY SAILER
002	2012-01-01	ROBERT M. QUALLS
002	2011-01-01	ROBERT M. QUALLS
002	2010-01-01	ROBERT QUALLS	ROBERT QUALLS	2011-10-05
002	2009-01-01	ROBERT M. QUALLS

Plan Statistics for MERIT GEAR LLC EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for MERIT GEAR LLC EMPLOYEES SAVINGS TRUST

Measure Date Value
2014: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 127
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 131
Number of participants with account balances 2013-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 128
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 132
Number of participants with account balances 2012-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 121
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 132
Number of participants with account balances 2011-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 112
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 120
Number of participants with account balances 2010-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 104
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 114
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 37

Measure	Date	Value
2014: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	127
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	131
Number of participants with account balances	2013-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	128
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	132
Number of participants with account balances	2012-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	121
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	132
Number of participants with account balances	2011-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	112
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	120
Number of participants with account balances	2010-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	104
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	114
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	37

Financial Data on MERIT GEAR LLC EMPLOYEES SAVINGS TRUST

Measure	Date	Value
2014 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-30	$0
Total transfer of assets from this plan	2014-04-30	$5,225,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total income from all sources (including contributions)	2014-04-30	$250,644
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$515,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$514,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$187,245
Value of total assets at end of year	2014-04-30	$0
Value of total assets at beginning of year	2014-04-30	$5,489,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$925
Total interest from all sources	2014-04-30	$1,848
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$15,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-04-30	$15,972
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$500,000
If this is an individual account plan, was there a blackout period	2014-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Contributions received from participants	2014-04-30	$139,749
Participant contributions at beginning of year	2014-04-30	$113,809
Administrative expenses (other) incurred	2014-04-30	$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$-264,358
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$5,489,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-04-30	$4,706,050
Interest on participant loans	2014-04-30	$1,848
Value of interest in common/collective trusts at beginning of year	2014-04-30	$669,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-04-30	$44,394
Net investment gain or loss from common/collective trusts	2014-04-30	$1,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	No
Was there a failure to transmit to the plan any participant contributions	2014-04-30	No
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$47,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$514,077
Did the plan have assets held for investment	2014-04-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	GRANT THORNTON
Accountancy firm EIN	2014-04-30	366055558
2013 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,756,513
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$349,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$346,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$885,809
Value of total assets at end of year	2013-12-31	$5,489,602
Value of total assets at beginning of year	2013-12-31	$4,082,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,750
Total interest from all sources	2013-12-31	$4,576
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$182,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$182,453
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$409,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$441,515
Participant contributions at end of year	2013-12-31	$113,809
Participant contributions at beginning of year	2013-12-31	$82,726
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$288,092
Administrative expenses (other) incurred	2013-12-31	$2,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,407,434
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,489,602
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,082,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,706,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,487,828
Interest on participant loans	2013-12-31	$4,576
Value of interest in common/collective trusts at end of year	2013-12-31	$669,743
Value of interest in common/collective trusts at beginning of year	2013-12-31	$511,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$673,687
Net investment gain or loss from common/collective trusts	2013-12-31	$9,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$156,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$346,329
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANT THORNTON
Accountancy firm EIN	2013-12-31	366055558
2012 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$997,748
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$287,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$282,799
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$567,376
Value of total assets at end of year	2012-12-31	$4,082,168
Value of total assets at beginning of year	2012-12-31	$3,371,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,500
Total interest from all sources	2012-12-31	$4,153
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$88,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$88,384
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$338,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$418,553
Participant contributions at end of year	2012-12-31	$82,726
Participant contributions at beginning of year	2012-12-31	$85,180
Administrative expenses (other) incurred	2012-12-31	$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$710,519
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,082,168
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,371,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,487,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,903,629
Interest on participant loans	2012-12-31	$4,153
Value of interest in common/collective trusts at end of year	2012-12-31	$511,614
Value of interest in common/collective trusts at beginning of year	2012-12-31	$382,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$332,820
Net investment gain or loss from common/collective trusts	2012-12-31	$5,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$148,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$282,799
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON
Accountancy firm EIN	2012-12-31	366055558
2011 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$408,147
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$194,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$192,005
Value of total corrective distributions	2011-12-31	$939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$510,772
Value of total assets at end of year	2011-12-31	$3,371,649
Value of total assets at beginning of year	2011-12-31	$3,158,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,050
Total interest from all sources	2011-12-31	$4,194
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$70,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$70,203
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$316,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$377,368
Participant contributions at end of year	2011-12-31	$85,180
Participant contributions at beginning of year	2011-12-31	$76,608
Administrative expenses (other) incurred	2011-12-31	$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$213,153
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,371,649
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,158,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,903,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,759,713
Interest on participant loans	2011-12-31	$4,194
Value of interest in common/collective trusts at end of year	2011-12-31	$382,840
Value of interest in common/collective trusts at beginning of year	2011-12-31	$322,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-181,472
Net investment gain or loss from common/collective trusts	2011-12-31	$4,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$133,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$192,005
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON
Accountancy firm EIN	2011-12-31	366055558
2010 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$799,196
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$324,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$322,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$476,059
Value of total assets at end of year	2010-12-31	$3,158,496
Value of total assets at beginning of year	2010-12-31	$2,683,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,950
Total interest from all sources	2010-12-31	$4,296
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$50,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$50,792
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$269,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$347,557
Participant contributions at end of year	2010-12-31	$76,608
Participant contributions at beginning of year	2010-12-31	$54,893
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,914
Other income not declared elsewhere	2010-12-31	$13
Administrative expenses (other) incurred	2010-12-31	$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$474,974
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,158,496
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,683,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,759,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,344,890
Interest on participant loans	2010-12-31	$4,295
Interest earned on other investments	2010-12-31	$1
Value of interest in common/collective trusts at end of year	2010-12-31	$322,175
Value of interest in common/collective trusts at beginning of year	2010-12-31	$283,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$263,623
Net investment gain or loss from common/collective trusts	2010-12-31	$4,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$120,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$322,272
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON
Accountancy firm EIN	2010-12-31	366055558
2009 : MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MERIT GEAR LLC EMPLOYEES SAVINGS TRUST

2014: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MERIT GEAR LLC EMPLOYEES SAVINGS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MERIT GEAR CORPORATION 401(K) PLAN [EIN = 391725464]

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Company Name:	MERIT GEAR LLC
Employer identification number (EIN):	262712916
NAIC Classification:	333610

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4219962